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Digital health research from Brian Dolan.
Welcome to E&O.
Last week I wrote about what investors look for in digital therapeutics startups, why Proteus failed (according to its two founders) and more. Here's what's happening this week:
- Juicy rumor: UnitedHealth is reportedly eyeing an acquisition of Amwell (nee American Well), according to financial services firm Jefferies. The bear case is that Amwell just went public, meaning it likely explored the M&A route already prior to its stock market debut. Still, United/Optum needs to play catch-up with Teladongo.
- Meanwhile, Livongo is moving into chronic kidney disease care via a big partnership with one of the established CKD companies, Fresenius. E&O readers (and others who analyzed the Teladongo deal closely) have known about Livongo's plans to move into CKD since August.
- Billionaire Chamath