Anyone got a 2020 health-tech prediction? Mine: There will be a flurry of M&A in the D2C health space, and at least one more big wearables acquisition. A few digital health unicorns will go under. Amazon will accelerate its plans. One Medical will go public in early 2020.
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What do you think the major enabling shifts are?
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FDA - wants Innovations to Americans first, not companies going to Europe first. Programs to proactively work with innovators on managing risk. Reimbursement - models other than fee-for-service via reimbursement codes, in turn enabled by new models of payers
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