The Heart of Healthcare | A Digital Health Podcast 📣 Digital Health Download July 2025
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Jun 30, 2025 Digital health is making a comeback, driven by a surge in IPOs and substantial funding for AI solutions. The hosts dissect the fallout from Novo Nordisk’s split with Hims, raising questions about marketing practices. They also tackle the implications of Oregon's new law on private equity in healthcare, warning of potential disruptions for startups. The conversation delves into the rapid approval processes for cancer treatments, questioning their effectiveness. Finally, they explore how AI is reshaping medical education and the future of healthcare professions.
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AI Unlocks Healthcare Market
- AI investment in healthcare growth is booming with startups raising massive funding rounds.
- AI is turning clinical services into software, unlocking a large previously untapped market.
Roll-ups in Healthcare: New Strategies
- Venture-backed healthcare roll-ups using private-to-private acquisitions are emerging but their success is uncertain.
- Private equity has more experience with roll-up strategies focusing on profitability and synergy.
Digital Health's SaaS-like Growth
- Digital health unicorns tend to raise money faster and are valued closer to SaaS standards than traditional healthcare companies.
- Tech-enabled healthcare service companies are achieving gross margins similar to tech companies, enhancing investor appeal.