DigitalHealth InvestorTalk Show

Digital is a high-potential modality in therapeutics but 10 years later there are few hit products. What can we expect next? In this show we'll cover: Successes and challenges of Prescription Digital Therapeutics 1.0 Will PDTs achieve parity with molecular therapeutics? What are the current enablers and blockers of better care through digital therapeutics? And we'll answer your questions....

In this show we'll cover: What telehealth has meant up to now How patients, clinicians, technology, and care delivery have changed A new vision of telehealth And we'll answer your questions. Lyle Berkowitz, MD, is the founder and Executive Chairman of KeyCare, a network of AI tech-enhanved virtual care providers working on an instance of Epic optimized for telehealth. Follow him on LinkedI...

There's been massive innovation and entry into the Employer HealthTech sector and now consolidation is playing out. The endgame is near. The right combination of health benefits provided by employers can attract and retain talent, build company identity and morale, promote better health and productivity among employees, and bend the medical cost trend downward over time. So for over 20 years e...

The amount of healthcare data keeps growing. The tools we have keep improving, including new GenAI tools. But to truly drive better healthcare outcomes, we need to improve the agency of both patients in healthcare systems and of consumers at home. In this show we'll cover: - The new landscape of data and tools in healthcare - Extracting meaningful insight for care delivery - Using GenAI and di...

We look at what to expect from the ViVE Conference in Los Angeles in February, including innovations and investor sentiments Adam and I offer a preview of the state of digital-health fundraising, enterprise budgets, and innovation that we'll see at the ViVE conference covering payers and providers. Will the barbell fundraising environment continue? What will be the favored investment themes? A...

What's next for funded companies with growth issues? After the euphoria of the Zero Interest Rate Period (ZIRP) when many companies received significant funding at high valuations, reality has set in for many of those companies. Slower than expected growth, missed milestones, and a more selective funding environment are forcing tough choices on the management teams of these companies. In this...

Building on advances in technology, MedTech is increasingly able to solve health problems and give us more changes for a long life. From spotting health emergencies earlier to replacing failing organs, the investment potential for the sector is growing. In this show we'll cover: - New technologies enabling medtech - Surprising new capabilities in heatlhcare - The ways that medtech will solve a...

The JP Morgan Healthcare Investor Conference in San Francisco each January sets the fundraising tone for the year - we preview happenings! As we head into the new year and the great gathering of healthcare investors in San Francisco in January at and around the JP Morgan Healthcare Conference, Adam and I offer a preview of the state of digital health fundraising. Will the barbell fundraising envir...

Pharmacy was based on pills, and PBMs were based on margins. GenAI challenges both. The practice and business of pharmacy is one of the most, if not the most, data intense medical professions and therefore is more susceptible to disruptive AI than any other healthcare profession. In this show we'll cover: How AI is freeing pharmacy operation teams from the tyranny of the screens. There are doz...

What's the line for being classified as a medical device? Is it worth it today to be a medical device? What is going on in medtech? What's the line for being classified as a Medical Device? Is it worth it today to be a medical device? What is going on in medtech? The promise of Medical Devices used to be that it wasn't that hard to provide great clinical value for an unmet medical need...

From Crisis to Catalyst - the Silver Tsunami poses a resource crisis for society. But can tech help us meet the challenge? The Silver Tsunami will strain the healthcare system and be taxing for workers. But could new tech help seniors remain active and productive while reducing the strain on the system? In this show we'll cover: - How to think about approaching seniors as a market with new sol...

Longevity care is making advances and growing more popular among consumers. What is a framework to start extending your healthspan? Longevity isn’t just about adding years to life, it’s about adding life to those years. What steps can you take today to extend your healthspan and enhance your quality of life? What framework can help you identify major risks and set yourself up for long-term vitalit...

Payers and Providers are looking for greater efficiency using GenAI. But what happens when they unleash the latest AI tools on each other? There are many opportunities in the healthcare system for GenAI to make contributions in billing, coding, medical records, and administrative. But what happens when providers use the latest in AI to supercharge billing to payers and payers arm up to manage and...

You need more than GenAI. Entrepreneurs need to keep the focus on solving the buyers' biggest pain points. GenAI is the hottest buzzword in healthcare, and it seems almost necessary to be a "GenAI Native" company in order to win VC funding today. As founders debate whether to have a proprietary LLM and where how to have a moat in the age of GenAI, it's important not to lose sight...

As digital health retrenches and AI explodes, what are creative ways for entrepreneurs to raise money? Digital health fundraising is tough as business uncertainty grows and VCs retrench. But buoyed by positive regulatory shifts and new technologies, crowdfunding and competitions are emerging as a new way for innovators to win visibility, validation, and funding for their companies. In this show we...

New capabilites in the consumertech we buy is bringing to our fingertips new sensors, new data, better data, and new forms of care Therapeutic videogames for kids with ADHD, giving voice to people who have lost the ability to speak, preventing nightmares, predicting heart attacks. . . Modern consumertech has new sensors and capabilities giving us better data, analysis, prediction, diagnosis, monit...

New therapies are shaking up the super-category of obssity and diabetes care but it's not enough to just take a drug

GenAI business models in healthcare look different than the digital health revolution of 2009, which was about SaaS and workflow automation. GenAI business models are about intelligently converting free data into structured fields, making decisions, and taking action, which puts them ahead of older digital health models of simple workflow automation powered by software licensing and SaaS business...

Looking at the business models and trends in digital health, few have led to successful exits. We look in to what it means for the future. Electronic medical records, revenue cycle management, telehealth, digital care management, virtual clinics, clinical decision support tools, employer health benefits, clinical trial automation software, drug discovery software. There have been few successful ex...

The Digital Health sector is driving into new opportunities along with technology and economic shocks. We take a look at what's working. The digital health sector is uncovering new opportunities for technology in healthcare and new business models while being roiled by technological and economic shocks. Meanwhile there is a cloud over the industry - why so few big tech winners and successful exits...

Healthcare incumbents are bigger than ever. To matter to them and to sell to them, digital health companies need to scale up. The competitive marketplace is changing and healthcare incumbents -- like providers, payers, and pharma -- are bigger than ever. In order to be relevant and sell into the incumbents, digital health vendors need to solve bigger problems than ever before. And many will need t...

The last decade has seen unprecedented innovation in digital health and agetech but software companies still have trouble selling and there have been few compelling exits. Innovators are now turning to tech-enabled services (TES). In this show we'll cover: - What's going on in the innovation economy? - Why are TES companies attracting attention, winning in the product marketplace, and winn...

AI is reshaping digital health investment and creating winners and losers In this show we'll cover: Explore FSI’s latest Report on revenue growth and investment trends across digital health segments Analyze industry activity in digital health (including Payers, Big Four Tech and Medtech companies) Deep dive on AI impact across drug discovery, clinical trials and commercialization Share predict...

Where are the new pain points in the healthcare sector, and what are the new themes that investors are betting on? In the show we’ll dive into: - What has the "regime change" of higher interest rates meant for the healthcare system and the innovators who sell into it? - What are the pain points and themes in healthcare that innovators can address? - What are the favored technologies and...

Americans face a mental health crisis made worse by COVID stress and lockdowns. Will tech ride to the rescue of employers? The mental health crisis has never been greater with growing demand, strained care resources, and a growing problem of junk care -- and employers are looking for answers. In this show we'll cover: The crisis of supply and demand for mental health care Novel solutions for e...