Subscription-only research site + 2.5 weekly newsletters on SaMD/pharma and employer/enrollment-based digital health. From @bddol the founder of MobiHealthNews.
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Exits&Outcomes retweeted
Sad to see @kinsa shutting down - I always admired the angle they took of aggregating measurements from individuals to open a new window on community public health in real-time
Via @ExitsOutcomes
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Exits&Outcomes retweeted
Quite the turn of events: I speculated last week that the mystery buyer of Pear Therapeutics' core assets was its ex-CEO. The purchase agreement reveals this to be true. McCann, under the name Harvest Bio, seems intent on resurrecting Pear using the following assets --> (1/3)
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Exits&Outcomes retweeted
In this week's @ExitsOutcomes Friday newsletter:
- Was ex-CEO the mystery buyer in Pear's asset auction?
- Woebot pauses its postpartum depression prescription digital therapeutic
-Swing Therapeutics gets FDA De Novo but PDT go-to-market is its own virtual clinic, Swing Care
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Exits&Outcomes retweeted
Which health tech-focused (entirely or partially) investors/VCs have worthwhile newsletters, podcasts, or blogs that are more under-the-radar than others?
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Exits&Outcomes retweeted
A few weeks ago when Pear's chief commercial officer departed and its stock dropped below $1 for the first time, I wondered if we'd see a buyer step up soon (Exits & Outcomes Issue 184):
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Exits&Outcomes retweeted
No surprise here: Pear Therapeutics is looking for a buyer. The company isn't going to hold a Q4/FY22 investor call anymore. Pear was the first prescription digital therapeutics company to go public via SPAC.
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Exits&Outcomes retweeted
Breaking news in AliveCor-Apple suits: ITC decided to ban importation of Apple Watch bc it infringes AliveCor patents. But: Because Apple just won a case in the USPTO/PTAB court... this ITC decision won't be enforced until the PTAB case goes through appeals process (1/2)
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Exits&Outcomes retweeted
GoodRx, which acquired HeyDoctor back in 2019 for $14.3M in cash (plus another $7.3M in stock to HD employees), just sold its virtual care tech to partner Wheel for $19.5M cash. Moving forward it's going to use Wheel to power its virtual visits (renamed GoodRx Care in 2021).
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Exits&Outcomes retweeted
The tweets are working. The collective understanding is trending up 📈
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Exits&Outcomes retweeted
Friday's E&O newsletter (Issue 161):
- Tally of Rx digital therapeutics total product rev vs VC
- Clinical trial updates: Akili, Oui, Limbix, Woebot, Click
- APA floods CMS with letters re: DTx / RTM reimbursement
- Scoop: Bodyport Cardiac Scale 510(k)
exitsandoutcomes.com/product…
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Friday's paid sub newsletter (Issue 161):
- Tally of Rx DTx companies' total product revs vs VC
- Clinical trial updates from Akili, Oui, Limbix, Woebot, Click
- APA floods CMS with letters re: RTM reimbursement
- Scoop: Bodyport Cardiac Scale 510(k)
exitsandoutcomes.com/product…
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Exits&Outcomes retweeted
Last week I posted the latest report for E&O subscribers. It digs into how Apple worked with the FDA to get its two de novos through the agency back in September 2018. Read on for a couple of details from the report, which is based on 17K+ pages of FOIA'd emails/docs. 1/9
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Exits&Outcomes retweeted
After many FOIA requests and reviewing more than 17,000 emails/docs exchanged between the FDA and Apple... Just published a new long-form research report for E&O subscribers. Who controls the Spice? The Inside Story of Apple's 2018 De Novos.
exitsandoutcomes.com/who-con…
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Exits&Outcomes retweeted
Accolade announced today that it lost "a large customer" -- not renewing after 2022 -- Comcast. At one time Comcast accounted for 45 percent of its revenue (fiscal year ending in Feb18) and 35 percent (FY ending Feb19). It was 16 percent of rev in FY2021.
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Exits&Outcomes retweeted
1/ I don't buy Pear's claim of "more enterprise SaaS than pharma."
Rx DTx will still need individual physician-level detailing, with the associated high SG&A costs. Economics will be similar or worse than pharma business model, w/o the network effects. (text via @ExitsOutcomes)
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Exits&Outcomes retweeted
While Akili’s first prescription digital therapeutic is cleared and on the market the company does not consider it “launched” yet. The SPAC announcement reveals an H2 2022 launch frame for the PDT.
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Exits&Outcomes retweeted
The size of the deal is similar to Pear’s SPAC too. Akili expects cash proceeds of $412M and a valuation of up to $1B. Akili will trade on Nasdaq under “AKLI”.
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Exits&Outcomes retweeted
As part of the deal @chamath will become the chair of Akili’s board, which he did not do after he helped take @CloverHealth public via SPAC.
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Exits&Outcomes retweeted
Surprised to read @AkiliLabs will follow @Pear_Tx and also SPAC. @chamath-owned blank check company will merge with Akili, maker of an FDA-cleared (De Novo) video game-based treatment for ADHD
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