Market State-of-Play with Stephanie Davis of SVB Securities – The Health Care Blog

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Health Tech

By JESSICA DAMASSA

“If final yr was EUPHORIA…‘We made it! Digital well being is related!’ This yr, it’s a bit extra panic. Extra, ‘Are we okay???’” SVB Securities’ Senior Managing Director Stephanie Davis says that she’s been getting requested for lots of recommendation this yr, so we leap on the bandwagon. Ought to digital well being and well being tech be frightened? What about exits? What areas of well being innovation are nonetheless scorching? Which aren’t? And, what the heck is “inventive destruction” and why is it her favourite buzz phrase from HLTH 2022?

Stephanie solutions all our questions, reassures us of the healthcare market’s resiliency, and presents up some high-level perspective on which “pockets” (payer, pharma, or supplier) startups will need to align with to climate the short-term.

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