Last year, investors rode some record highs. The market charged upward, despite The Rona. More investors spazzed out on SPACs, to the tune of nearly 250 IPOs that raised about $80 billion. That’s about as much funding ($80.6 billion) that was funneled into global healthcare startups in 2020. That’s a new record, according to the […]
Touch has always been a sensitive topic, but even more so today with The Rona demanding that people keep their hands off one another. It’s a shame, because touch is beneficial for so many reasons. Waiters use touch to build trust with customers, couples use touch to gauge sexual compatibility, and doctors use touch to […]
We recently profiled an AI healthcare startup called AliveCor, which has developed machine learning algorithms that turn smartphones into clinical-grade electrocardiogram (ECG) recorders using only a small handheld device. It fit snugly into our ongoing coverage of remote patient monitoring in the Age of Rona. We’ve also written quite a bit about the increasing role […]
Let’s face it: Most of us aren’t big fans of going to the doctor. It’s usually the last option after you’ve started pissing blood or got a really painful hangnail. In the Age of Rona, some people would rather die than seek medical help. Literally. As early as April, emergency room visits dropped 42% across […]
As investors with a long-term horizon, we find it frustrating when a temporary investment thesis impacts a stock we’re holding or thinking about holding. For example, we recently looked at how Telehealth is More Than Just Virtual Doctor Visits. The best pure-play stock for the telehealth thesis, Teladoc, is up +112% year-to-date compared to a […]
This past spring we wrote about “The Only Telehealth Stock for Telemedicine Investors,” an article with a misleading title. That’s because there soon may be two pure-play stocks to consider in this space. In that article, we noted that none of the other major players in telehealth are publicly traded, but “that could change now […]
Last week we got a sneak peek into the future of healthcare digitization when Teladoc (TDOC) and Livongo (LVGO) announced plans for a merger. On paper (as of early August), the combined company would have a market value of more than $25 billion. The former is rapidly grabbing market share in virtual health through its […]
Earlier this year, we wrote about the increasingly important role of healthcare robotics in smart hospital settings to help cut down on infections, as well as other nasty viruses and bacteria. Service robots can help deliver medications or sanitize hospital rooms, with the goal to reduce contact between human petri dishes in critical care conditions […]
Telemedicine and telehealth, two words that have suddenly become extremely popular with the investment community. In order to be successful investors, we need to distinguish between fads and disruptive innovation. When environments change to favor a particular type of technology, we need to figure out if those headwinds are temporary. A few years back, we […]
Funny how quickly a little pandemic can change your perspective. For years, we’ve been writing about what kind of jobs robots will do in the future – and how many humans will end up doing value-added tasks in the unemployment line. There’s certainly some valid concern about the loss of high-paying white-collar jobs, as well […]