Specialist
Former C-level executive at Omada Health Inc
Agenda
- Digital healthcare – trends and coronavirus impact
- Telehealth reimbursement dynamics and digital healthcare stickiness post-coronavirus
- Omada Health's Physera acquisition including strategic benefits
- Competitive landscape, consolidation trends and positioning
- Outlook including IPO potential and long-term growth prospects
Questions
1.
What key trends and themes have you been following in digital health and chronic care management?
2.
How would you size Omada’s total addressable market? How much white space is there in relation to patient numbers for Omada and competitors such as Livongo?
3.
How sticky is Omada’s platform? What factors contribute to patient retention?
4.
What drives Omada’s stickiness for enterprise customers?
5.
Do you notice a tailwind for chronic care management platforms from coronavirus and the acceptance of digital health and telehealth? Does increased use of platforms such as Teladoc or Amwell correlate with platforms such as Omada?
6.
What do you think about integrating telehealth and a chronic disease management or digital therapeutics platform, such as the Teladoc-Livongo merger? Could you highlight any potential synergies?
7.
How could synergies from the Teladoc-Livongo deal impact Omada’s competitive positioning? How do you expect the industry to consolidate?
8.
Could a payer such as United Healthcare offer substantial in-house telehealth and chronic disease management, or do you think those will remain outsourced functions, given the barriers you mentioned around contracts?
9.
How important is branding to Omada’s diabetes care? Payers such as Livongo have partnered with United Healthcare and Dexcom to integrate CGM [continuous glucose monitoring] devices. Would a similar partnership make strategic sense for Omada?
10.
Has Omada had any pain points when going to market, increasing platform adoption or increasing sales?
11.
How would you describe Omada’s growth prospects following its acquisition of Physera?
12.
Would you say the PT musculoskeletal vertical offers the most growth potential? What is the value proposition around managing chronic cardiac conditions? Are there any other industry growth channels you would highlight?
13.
Are there any other trends that you think are important?
14.
What is your 12-18-month outlook for Omada?
