Jul 17, 2020
Mental Health Market Update: 7/17/2020 – 2Q 2020 Disruptive Healthcare Earnings Preview –
With 2nd Quarter 2020 earnings announcements just around the corner, I thought it would make sense to take stock of where our disruptive healthcare peers are trading, how they have performed so far this year and what to expect and watch out for as their release earnings in the coming weeks.
In today’s episode we are focused on a subset of our “Disruptive
Healthcare” peers which as a group broadly, includes Teladoc,
Livongo, One Medical, Health Equity, Progyny, Health Catalyst,
Phreesia, Ontrak (which was Catasys prior to this week but they
changed their name as you’re aware).
In this episode we digest what startups and their investors in the
digital health space should be focused on, what those bits of
information mean and what we can take away from how these companies
are performing as well as what they report by way of Q2
earnings.
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