The Heart of Healthcare | A Digital Health Podcast

2024 Digital Health Predictions

Jan 22, 2024

Sofia Guerra and Morgan Cheatham discuss 2024 healthcare predictions including the interest of technology VCs in the healthcare sector, the proliferation of AI solutions in healthcare, evolving business models in digital health, predictions for funding and IPOs, and the potential impact of the US election on healthcare.

35:40

Episode guests

Morgan Cheatham

Sofia Guerra

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The importance of having domain expert investors in the healthcare industry for successful investments in healthcare technology, software, and regulations.

The predicted renaissance in consumer healthcare, focusing on preventive care models, longevity, and the merging of the health and wellness industries.

Deep dives

Trends and Metrics from 2023

The podcast episode begins with a recap of digital health trends and metrics from 2023. The trends discussed include the privatization of Medicare, the increase in premiums for employer-sponsored health insurance, the rise of GLP1 medications, and the growing acceptance of Gen AI in healthcare. The episode also highlights key metrics such as a 30% decrease in VC funding, a 23% decrease in M&A activity, and zero digital health IPOs in 2023.

Introduction

2min

Interest of Technology VCs in the Healthcare Sector

7min

AI Proliferation, Pilot Focus, and Startup Differentiation

4min

Evolving Business Models in Digital Health

16min

Predictions and Speculations

4min

The Impact of the US Election on Healthcare

3min

Guests Sofia Guerra and Morgan Cheatham from BVP join me in this episode as we dive into 2024 healthcare predictions. From the the exodus of tourist VCs to a renaissance in consumer healthcare, this episode is a must-listen for anyone invested in the intersection of healthcare and technology, offering a glimpse into what 2024 may hold for our sector.

Resources mentioned in this episode:

- Six imperatives for AI-first companies

- BVP 2024 Healthcare and Life Sciences Predictions

- Seven Charts That Sum Up U.S. Healthcare In 2023

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