State of Healthcare: Trends, Opportunities and the Public Markets
State of Healthcare: Trends, Opportunities and the Public Markets
Margaret Kaczor – Partner, William Blair
Matt Larew – Analyst, William Blair
We are in the early stages of a transformation in the way healthcare is delivered in the United States: the transition from high-impact healthcare to high-touch, personalized healthcare. The home (and “near-home”) are emerging as the new hubs of high-touch healthcare, and the three P’s of healthcare (patients, payers, and providers) are all aligned behind this transition. Machine learning and sensor monitoring will play a key role in training personalized algorithms which should transform the standard of care and drive strategic and investment decisions. In sum, as healthcare becomes more about “health” and not just “care,” there is tremendous opportunity for disruption and new market entrants.