Don Ross-Health 2.0 01.15.2013

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Don Ross-Health 2.0 01.15.2013

  1. 1. Don RossHealthTech Capital January 15, 2013 dross@HealthTechCapital.com
  2. 2. Transforming Healthcare Improve Quality Leverage Reduce Information Demand Technology Value-based Engage Incentives Consumers dross@HealthTechCapital.com
  3. 3. Big ThemesBehavior Telemedicine Quantified Self ChangeBig Data Interoperability Aging in Place dross@HealthTechCapital.com
  4. 4. Health Data TsumaniNew Health Data SourcesDrug Research Social Media Patient Records Gene Sequencing Test Results Claims Home Monitoring Mobile apps dross@HealthTechCapital.com
  5. 5. Actionable Data• 11 million use mobile enabled glucose monitors• Actionable information• Continuous monitoring? dross@HealthTechCapital.com
  6. 6. Blockbuster PotentialDrug?• 47.5% - 5% weight loss (1 year)mHealth?• 36% - 5% weight loss (3 months)Omada Health?• Average weight loss = 6.4% (16 weeks)• NIH Diabetes Prevention Program dross@HealthTechCapital.com
  7. 7. HealthTech OpportunityImprove Health Control Costs dross@HealthTechCapital.com
  8. 8. Building a Business? Alignment of incentives dross@HealthTechCapital.com
  9. 9. Continuum of Care Acute Chronic @ Home WellnessTerminal Acute Chronic At Risk Healthy dross@HealthTechCapital.com
  10. 10. HealthTech = Market RiskConsumers Patients Alternate User Adoption Risk Care Users? Many? Why Use? Often? MDs Acquire? Cost? Hospitals Business Model Risk Who Pays? Why? Prove Value? Sustainable Barriers? dross@HealthTechCapital.com
  11. 11. Hitting the Pay Wall• 1 of 3 Americans – online for health information• Of which, 1 in 4 hit “pay wall” 2% paid 83% sought free alternate 13% gave up Source: Pew Health Online 2013 dross@HealthTechCapital.com
  12. 12. Venture: Market vs. Product Risk? VALUATION TECH HEALTHTECH ? $1B LIFE SCIENCE Market$ 100 M > $50 M Payment > $15 M$ 10 M FDA > $5 M Trials >$1M Product > $25K 1M Seed Series A Series B Series C Series D Series E dross@HealthTechCapital.com
  13. 13. HealthTech: New Investment Space• High Market Risk – Healthcare Ecosystem Expertise • Complex Pain points and Workflows • Regulatory, Multiple Stakeholders – Unproven Market • Revenue Model, User Adoption• Low Technology Risk – Quick Prototyping and Launch – Capital Efficient: Few VC rounds dross@HealthTechCapital.com
  14. 14. HealthTech Capital Ecosystem Healthcare Technology Consumer dross@HealthTechCapital.com
  15. 15. HealthTech Capital Members Investors Service Venture Physicians Industry
  16. 16. Collaborative Ecosystem Seed $ Mentoring Validation HealthTech Startup Strategic Partner dross@HealthTechCapital.com
  17. 17. HealthTech Examples dross@HealthTechCapital.com
  18. 18. Thank you Don Ross HealthTech Capital 650.465.3173dross@healthtechcapital.com dross@HealthTechCapital.com

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