Welcome to Acute Condition!

My thesis

• Digital care models are currently based on IRL care—to make sense to buyers (payers, employers, provider partners, even patients) the model still has to feel recognizable. So:

  • Telehealth is commoditized

  • Remote patient monitoring, which has a lot of promise, has hardly progressed farther than consumer wearables

    • The potential primary care implications of those consumer wearables remains locked

  • Digital therapeutics are being priced and prescribed like traditional pharmaceuticals, putting a financial moat around them

• CMS has provoked some rearranging of the traditional model (which is, as of early 2022, being reworked)—although full expression of value-based care remains locked by traditional challenges and, in some cases, not-yet-scalable science and computing power

• At the same time, supply and demand constraints have forced the beginnings of some new models to appear

  • For example: Digital therapeutics, (kind of) new therapy models, asynchronous specialty care, integrated click-and-mortar, the earliest phases of hospital-at-home

• It remains to be seen if the development of new, innovative models requires going around the traditional system or going through it