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 […]
In 1983, the IBM PC XT debuted with 128K of RAM and a 10MB hard disk. In that same year, the first mobile phone debuted weighing about 2.5 pounds and with a $4,000 price tag. Fast forward to today and the average person unlocks their smartphone 76-80 times a day and relies on it for every […]
Every year the U.S. spends $2.9 trillion in healthcare and you can rest assured that technology startups are gunning for a piece of that spend. As chatbots become better at sounding like humans, and with artificial intelligence (AI) medical imaging algorithms now performing at a level better than humans, it’s only a matter of time before […]