Issue 067

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Digital health research from Brian Dolan.

Welcome to E&O.

Last week I published a 3,500 research report that dug into the past, present and future of Evidation Health. Here's what's happening this week:

• Lots of great feedback on the Evidation report. Which other digital health companies should I dig into next?
• Bayer invested $34.7 million in One Drop and committed to an additional $64 million "in development fees and potential commercial milestone payments." This is part of One Drop's expansion beyond diabetes and into TA's of interest to Bayer, including cardiology, oncology and women's health. Super curious what Bayer ends up acquiring One Drop for when the day comes...
• This long-form writeup from CB Partners is a great read on digital health reimbursement. It is a bit fast-and-loose with a definition for digital therapeutics, but worth a read.