瑞信-美股-医疗科技行业-第三届医疗保健颠覆性技术与创新（HCDT&I）虚拟日回顾-322-37页.pdf
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Healthcare Technology
3
rd
Healthcare Disruptive Technologies &
Innovations (HCDT&I) Virtual Day Recap
Healthcare Technology & Distribution | Management Meeting
Last week, we hosted our 3
rd
Healthcare Disruptive Technologies & Innovations (HCDT&I) day
virtually. Presenters included executives from Altruista Health, Buoy Health, Livongo, Quartet
Health, Somatus, Welltok, Iora Health, and Heal. We also hosted sessions with Will Brady, the
Chief of Staff to HHS Deputy Secretary, and Dr. Sylvia Romm, Atlantic Health System’s CIO.
Technology Playing a Critical Role in Dealing with the COVID-19 Pandemic.
Dealing with the COVID-19 pandemic was a key discussion topic at our HCDT&I day.
Artificial Intelligence (AI) focused companies, such as Buoy Health, released a COVID-19
screening tool that took the CDC guidelines and layered them on top of the AI. Companies
such as Livongo and Somatus serve chronic care populations, which are most vulnerable to
the coronavirus. Their role and solutions in these circumstances vary from helping members
manage stress/anxiety to sharing a detailed picture of member’s underlying conditions with
the appropriate provider to best inform the treatment (if needed). Livongo has not seen any
disruption to date in sales activity. Quartet Health, which serves individuals with mental
health conditions, is focused on the rapid acceleration of digital care options to help its
members deal with fear and anxiety related to the pandemic. The COVID-19 pandemic has
pushed Iora Health and Heal (both companies have historically relied on in-person
interactions with members) to make changes to their clinical protocols, increase their focus
on virtual care, etc. Finally, companies such as Welltok, are leveraging its consumer data
and multi-channel communication platform to increase communication, education and
support to its members and partners. Finally, Altruista Health noted that its RFP backlog
has not been impacted by COVID-19. However, the company notes that the new sales
may be impacted given that it’ll be difficult for people to come together to make decisions.
Both Keynote Speakers Highlighted the Importance of Telehealth in the Current
Circumstances. Dr. Romm noted that telehealth utilization has increased recently, driven
by its usage to triage patients, patients avoiding crowded places, and physicians wanting to
protect their staff/self. Dr. Romm also emphasized that, though an extremely valuable
resource in the current environment, telehealth has been burdened by regulations which
have hampered its adoption curve in recent years. Mr. Brady, in his session, noted that the
Administration’s decision to waive several telehealth restrictions & expand the access to
telehealth services will provide the incentives for physicians to provide virtual care & for
patients to adopt telemedicine as a first line of defense. Mr. Brady also noted that the
effectiveness of the role telehealth plays in these unusual circumstances will influence how
the telehealth industry needs to be regulated going forward.
Consumer Engagement Remains Critical. Several of the presenting companies
highlighted the increasing importance of consumer engagement. Payers and providers are
now increasingly evaluated through rating systems that incorporate customer satisfaction
and engagement. The focus remains to deliver care in better, cheaper, and more efficient
ways in locations that are easier to access and convenient for consumers.
22 March 2020
Equity Research
Americas | United States
DISCLOSURE APPENDIX AT THE BACK OF THIS REPORT CONTAINS IMPORTANT DISCLOSURES, ANALYST CERTIFICATIONS,
LEGAL ENTITY DISCLOSURE AND THE STATUS OF NON-US ANALYSTS. US Disclosure: Credit Suisse does and seeks to do business
with companies covered in its research reports. As a result, investors should be aware that the Firm may have a conflict of interest that could
affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Research Analysts
Jailendra Singh
212 325 8121
Jermaine Brown
212 325 8125
Adam Heussner
212 325 4727
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