Healthcare: What Happens Next

With an influx of people who are uninsured, under-insured, or on Medicaid, there is new opportunity for low-cost, direct to consumer healthcare services, especially for low-acuity conditions.

Last year, the majority of Americans (56%) were on employer-based insurance. As millions of Americans lose their jobs and remain unemployed, there could be 2-3x more uninsured folks in the US for the next several years.

The rapid and deadly spread of COVID through nursing homes will increase demand for home-based care as patients and families avoid shared spaces and stricter regulations drive up costs. Pre-COVID, the primary telehealth use case was for more convenient urgent care. Now that so many patients are comfortable with telehealth, there is the potential to... See more

Going forward, we expect to see health systems prioritize local sourcing and more robust tracking systems to ensure a higher degree of visibility into inventory management.