Great read! Was wondering what your thoughts were on the strategic rationale for payers in regards to potential M&A with telehealth providers like Teladongo/MDLive/Amwell? Would it be because payers building out their own telehealth platform would be too costly/take too much time? Or is it more of a play to have access to the millions of patients already 'aligned' with Teladongo?
I think both of the rationales you mentioned are accurate! I also think it’s an easy way for payers to bundle telehealth services with their insurance offerings and compete for employer contracts (which is especially attractive if the payment model is per member per month, a la Teladoc)
Great read! Was wondering what your thoughts were on the strategic rationale for payers in regards to potential M&A with telehealth providers like Teladongo/MDLive/Amwell? Would it be because payers building out their own telehealth platform would be too costly/take too much time? Or is it more of a play to have access to the millions of patients already 'aligned' with Teladongo?
I think both of the rationales you mentioned are accurate! I also think it’s an easy way for payers to bundle telehealth services with their insurance offerings and compete for employer contracts (which is especially attractive if the payment model is per member per month, a la Teladoc)