Healthcare

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Healthcare

thesis

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Healthcare in the US is at an inflection point: against a backdrop of ballooning prices, rising deductibles, physician burnout, and patient dissatisfaction, Americans are demanding higher quality and more accessible care at lower cost.

Value-based care models are now fast taking hold, and underserved populations are starting to get the attention they deserve.Pen and paper processes have been going digital for decades now - but the real change has been the ability to reinvent care from the ground up, not just give legacy models a digital makeover.

What's Driving It?

Healthcare spending has outpaced GDP growth 4.6% to 1.9% per year since 2010, growing spending across hospital care, professional services, assisted living/home care, as well as prescription drugs.

Meanwhile, multifactor productivity has declined. Over time, as spending grows we’re actually doing less with more. Fortunately, the appetite for change, and the tools to realize it, have never been stronger. A number of externalities have helped create the conditions for the current renaissance in healthcare investment:

Mainstreaming of value-based payment models, particularly in Medicare and Medicare Advantage
Scalable and versatile infrastructure: extensible, cloud-based EHRs, API-based services, and modular solutions for telehealth, diagnostics, and pharmacy.
Regulators embracing technology, including workflow and process automation through AI/ML and telehealth

[drivers]

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Recent events

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Over the past decade, the technologies of the Bio-IT wave have catalyzed numerous fields of study, each of which enables the creation of new companies.

Fields

Value Based Care

Fee-for-Service

Value Based Care

Value-based care (VBC) enshrines the incentives to achieve greater productivity, facilitated in part by the adoption of better technology. Key features of VBC include payment for better outcomes (over volume of care), improved payment/bonus structures, and rewards for managing chronic diseases and conditions more efficiently. By serving specific, high-need populations, VBC providers can also focus on meeting demand and maximizing quality of care, not acquisition.

Fee-for-Service

Enablement companies provide leverage to incumbents through technology and services, helping them play to their strengths and better serve their patient base.

[Emerging Fields]