Providing broad access to virtual care seems like an obvious thing to do. And it looks like CMS is at least considering this expansion. The Cartel is mighty, however, and the pushback could be great. The market seems to agree and is not very enthusiastic at the prospects of these firms.
Organizing healthcare products and services into three categories including biotech complex, information dependent services, and consumer and patient experience and self-care may help track performance and relative valuation. In the end, whether new tech brings clinical value is the open question.
Digital health has been setting records for raising money in the private markets through VC’s and other sources of private investment. The hype is enormous for unproven technologies. The dynamics in the public markets for digital health stocks, the few that exist, hasn’t been so consistently enthusiastic. This will sort itself out based on delivering of actual value to patients, consumers and shareholders.
It was a strange week. The market was right about the numbers. When the predicted happened, not much happened at the headline level but there was quite a bit of movement under the surface of the market. Sloshing continues. The market is clearly leaning bullish. The risk is bearish.
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