Patient-First Healthcare Disruptors
Kaspars Koo@kaspars
The idea
I believe healthcare wins when patients get a far better experience or far more value than the old system offers, through clear cash-pay pricing, care that moves into the home, less invasive procedures and earlier tests, and digital or AI-driven care that reaches more people for less. The basket spreads across all four of these layers rather than betting on one name, pairing steadier device makers with higher-upside digital and diagnostics plays. I keep a cash reserve to add when the more volatile names pull back, and I hold this for years since the shift plays out slowly.
What will be bought
- Software and AI deliver care more affordably and at scale, from virtual physical therapy to tech-enabled insurance. · Hinge HealthIt delivers physical therapy through an app and wearable sensors, which is cheaper and more convenient than clinic visits., Tempus AIIt uses AI and genetic data to match cancer patients with treatments most likely to work for them., DoximityIt is the network most US doctors use daily, and its AI and telehealth tools reduce paperwork and paperwork burden., Oscar HealthIt is a health insurer built around an app, aiming to make coverage simpler and more affordable for people buying their own plans., Alignment HealthcareIt uses data and care coordination to run Medicare Advantage plans that aim to deliver more value to seniors., Omada HealthIt runs virtual programs for diabetes, high blood pressure and weight loss, reaching people who would never get that level of support in a doctor's office.28%
- Patients pay a transparent price directly and skip insurance complexity, making the experience simpler and often cheaper. · Hims & Hers HealthIt sells care online at transparent cash prices, making the patient experience simpler and cheaper than traditional insurance paths., Eli LillyIt sells GLP-1 weight-loss and diabetes drugs directly to patients at posted cash prices, cutting through insurance complexity., Warby ParkerIt made glasses and eye exams cheaper and simpler than traditional optical shops by cutting out middlemen., GoodRx HoldingsIt shows people what prescriptions cost and finds them cheaper cash prices, helping patients pay less at the pharmacy.22%
- Wearable monitors and pumps let patients manage chronic conditions at home instead of traveling to clinics. · DexcomIts sensors let people with diabetes track glucose at home without finger sticks, making daily management simpler., Abbott LaboratoriesIts Libre sensor brings glucose monitoring home at a low price, and the broader company provides stability to the take., InsuletIts Omnipod is a tubeless insulin pump that is far easier to live with than tubed pumps or daily injections., iRhythm TechnologiesIts Zio patch lets patients wear a heart monitor at home for extended periods instead of using bulky equipment.21%
- Robotic surgery and blood or scan-based tests replace harder procedures, so recovery is faster and problems get caught sooner. · Intuitive SurgicalIts da Vinci robots make surgery less invasive with smaller cuts and faster recovery times., Guardant HealthIts blood tests, including Shield for colon cancer screening, give patients an easier option than invasive procedures., NateraIts blood tests check for genetic conditions and cancer recurrence without invasive procedures., HeartFlowIt uses AI on a regular CT scan to check heart arteries, which can spare patients an invasive catheter test.19%
- Cash10%