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1、1CLICK HERE TO SIGN UP FOR A FREE TRIALCB Insights helps the worlds leading companies make smarter technology decisions with data, not opinion.Our Technology Insights Platform provides companies with comprehensive data, expert insights and work management tools to drive growth and improve operations

2、 with technology.WHAT IS CB INSIGHTS?With CB Insights, Froedtert Health is able to move quickly when assessing the market or evaluating potential partners.We can then dive deeper into a certaintopic and collaborate across our organization all within one platform.Mike AnderesChief Innovation and Digi

3、tal Ocer, Froedtert Health4Our Most Popular Client-Exclusive ResearchDigital Therapeutics: The $9B Market Redefining Disease Prevention, Management, & TreatmentHealthcare Anywhere: 170+ Telehealth Startups Transforming Patient CareHow Quantum Tech Could Change Drug Discovery, Diagnostics, And Patien

4、t PrivacyWhere Pharma Giants Are Betting On Artificial Intelligence In HealthcareHow Digital Biomarkers Can Help Advance Precision MedicineInside Googles Ambitions To Become The Go-To Vendor For Healthcare ITHow Consumer Health Tech Could Improve Aging In Place For SeniorsThe Omics Market Map: 60+ C

5、ompanies Defining The Future Of Biological Data 90+ Companies Driving Digital Transformation In Health ITMedicare Advantage Partnerships And What They Tell Us About Competition Between Insurers AI In Healthcare Heatmap: 1.2K+ Deals Across Genomics, Drug Discovery, And MoreThe Hospital Of The Future:

6、 90+ Companies Reimagining How Healthcare Is Delivered 150+ Private Companies Driving The Transformation To Value-Based CareApples AI Strategy In HealthcareFemtech Outlook: The Technology Shaping The Future Of Womens Health5Contents7Summary9Market Drivers15Investment Trends25Sector Highlights73Appen

7、dix6AICompanies selling AI SaaS to healthcare clients or using AI to develop products for the healthcare marketMENTAL HEALTHCompanies applying technology to problems of emotional, psychological, and social well-beingTELEHEALTHCompanies using technology to remotely deliver clinical health services to

8、 patientsOMICSCompanies involved in the capture, sequencing, and/or analysis of genomic, transcriptomic, proteomic, and/or metabolomic dataWHAT THE STATE OF HEALTHCARE COVERSWOMENS HEALTHCompanies focused specifically on providing healthcare products and services to womenHEALTH ITCompanies that mark

9、et software solutions to healthcare provider organizationsMEDICAL DEVICESCompanies developing medical devices that aid in the diagnosis, cure, mitigation, treatment, monitoring, or prevention of disease7Summary of findingsOverall healthcare industry trendsNote: This report focuses on equity rounds t

10、o private healthcare companies. All data is sourced from CB Insights.Global digital health funding jumped by 9% QoQ in Q121. Equity funding to digital health companies reached an all- time high of $9B+ in Q121, while deal count increased by nearly 13%.The pace of consolidation activities held steady

11、 from Q420 through Q121. Healthcare incumbents such as UnitedHealth Group and Cigna made acquisition plays to strengthen their market positions. In particular, data insights & analytics software was a key M&A category in Q121.Digital health companies went public via traditional IPOs and SPACs. Tech-

12、enabled Medicare Advantage companies Oscar Health and Alignment Healthcare went public in Q121. A range of digital health companies, from consumer health to omics, announced plans to go public via SPACs.Global healthcare funding hit a new quarterly record in Q121 with a total of $31.6B in equity fun

13、ding. The quarter also saw a record 96 mega-rounds ($100M+). Deal count grew by 9% to 1.5K+ deals, the second- highest in the last 12 quarters.Funding in Asia declined by 12% quarter-over-quarter (QoQ) in Q121 to $7.6B. North America and Europe saw increases in funding QoQ, with North Americas total

14、 boosted by over 2x growth in the number of mega-rounds.Early-stage deal share picked up slightly in Q121, while the proportion of mid-stage deals stayed consistent from the previous quarter and late-stage deals declined by only 1 percent.Summary of findingsMental health: Funding increased by nearly

15、 54% QoQ to $852M, buoyed by mega-rounds raised by late-stage mental health and wellness benefits platforms geared toward the employers market. Deal count grew 14% to 64 deals.Womens health: Funding increased to $964M in Q121, spurred by Ros $500M round. Nearly 70% of Q121s deals were early- stage.

16、However, regulatory updates and product launches indicate burgeoning interest in the space.Omics: Funding and deals declined QoQ in Q121, with nearly$1.8B raised across 39 deals. However, the space continues to receive significant mid- and late-stage funding. The US saw over 60% of omics deals an up

17、tick after a 3-year downward trend.Health IT: Funding doubled year-over-year (YoY) with Q121 seeing over $1.8B raised. Total deal count inched upward to 52. Early-stage deals hit an all-time low, making up 7% of total deal share, compared to 18% in Q420.8Healthcare sector-specific trendsAI in health

18、care: Q121 saw a new funding record with nearly $2.5B raised, largely propelled by mega-rounds totaling about $1.5B. These rounds spanned applications from drug discovery to patient payments. Deal count increased 9% in Q121 to reach 111.Telehealth: Global telehealth companies raised a record$4.2B in

19、 equity funding in Q121. Deal count increased10% QoQ with over 130 deals from 32 countries the most on record. Six telehealth companies became unicorns ($1B+ valuations).Medical devices: Medical device companies raised$4.6B in Q121, a 23% decline from Q420s peak. Deal count fell QoQ by nearly 11%. M

20、ega-rounds in the digital pathology and point-of-care testing (POCT) space contributed to the quarters funding.10Q121Healthcare Market Drivers10The long-term effects of Covid-19As Covid-19 vaccines roll out, industry executive discussions on the topic are starting to taper off. The focus is shifting

21、 toward the pandemics long-term effects, especially around telehealth and its role in care delivery from here on out. As operations resume across the industry, the pandemics lingering impact on key market shifts will be interesting to watch.HEALTHCARE MARKET DRIVERSSource: CB InsightsEarnings calls

22、mentions of healthcare and Covid-19, Q219 Q121The transformation in the markets view of telehealth from a service to a platform is fast and profound.As the pandemic stabilized late in 2020, most of our clients began preparing to significantly expand the frequency and scope of use of our platform.In

23、reaction to this tectonic market shift, we decided to accelerate our investment in innovative technology that powers our platform.Ido SchoenbergCEO, American Well Earnings Call (3/25/2021)11A growing focus on Medicare & Medicaid populations needsHEALTHCARE MARKET DRIVERSSources: CMS, MobiHealthNewsM

24、edicare and Medicaid recipients are becoming increasingly targeted patient populations for cost reductions. This has resulted in a growing interest in solutions tackling key gaps in care delivery such as social determinants of health (SDOH) disparities and lack of access to innovative technology.SOC

25、IAL DETERMINANTS OF HEALTHMEDICARE ADVANTAGE PROVIDERSCMS unleashes innovation to ensure our nations seniors have access to the latest advancementsJanuary 12, 2021 |Latest round: $150M Series C (3/16/2021)Valuation: $1.6BLatest round: $192M Series C (3/29/2021)Valuation: $1BIPO (3/3/2021)Valuation:

26、$7.9BIPO (3/26/2021)Valuation: $3.4BWith $50M, Circulo will tackle Medicaid insurance using Olives AI techFebruary 26, 2021 |12Consumer-centric healthcare solutions gain more tractionHealthcare solutions that prioritize the consumer or patient experience are gaining more traction as they bring more

27、accessibility, transparency, and personalization to the overall experience. From flexible patient payment plans to clinical exams done remotely, consumer-centric solutions are growing in importance.Latest round: $125M Series C (1/26/2021)Valuation: $1BHEALTH INSURANCELatest round: $50M Series D II (

28、3/4/2021)REMOTE MONITORINGPAYMENTSLatest round: $200M Series D round (3/9/2021)Valuation: $3.2BPRIMARY CARELatest round: $225M Series D (3/11/2021)We see significant opportunity over the long term to make the experience much better for both patients and physicians by providing an integrated seamless

29、 technology solution that is easy to use.In fiscal 22, we plan to expand the consumer health product assortment and additional devices and services to our active aging business and add new remote patient monitoring offerings and a new technology platform in virtual care.Corie BarryCEO, Best Buy Earn

30、ings Call (2/25/2021)HEALTHCARE MARKET DRIVERS13Data aggregation & analytics remain a key priority across stakeholdersSource: CB InsightsHEALTHCARE MARKET DRIVERSInteroperability mandates are driving increased market activity in health data platforms, providing methods for payers and providers to co

31、mply with emerging data sharing requirements. Going well beyond compliance, these solutions are now helping health systems push insights, with clinical and financial impact, to providers at the point of care.KEY ACQUISITIONSUnitedHealth Group announced its plans to acquire data analytics company Cha

32、nge Healthcare, valued at $13B, to combine with its OptumInsight platform.January 6, 2021News mentions of data analytics in healthcare, 2011 2021 (as of 3/31/21)Unified Womens Healthcare acquired Lucina Health, a maternity analytics platform that seeks to reduce preterm birthrates and reduce costs.J

33、anuary 13, 202114Big techs healthcare initiatives in Q121HEALTHCARE MARKET DRIVERSPartnership: Partnered with Boston Childrens Hospital to connect users to a Covid-19 vaccination tool.Partnership: Announced a research study with Biogen on cognitive health using the Apple Watch and iPhone; launched a

34、 study on heart failure with University Health Network in Toronto.Product: Launched Microsoft Vaccination Management.Partnership: Announced a multiyear partnership with UCB for drug discovery & development.Investments: Its venture arm M12 co-led computational medicine platform 1910 Genetics $22M Ser

35、ies A round and participated in data platform Innovaccers $105M Series D round.*In April 2021, Microsoft announced its acquisition of Nuance Communications for $19.7B.Product: Expanded its pilot of Care Studio, an EHR tool for providers; Google Cloud launched vaccine management tools; introduced a n

36、ew sleep sensing feature to its Nest Hub smart device.Partnership: Announced Beth Israel Deaconess Medical Centers participation in Care Studios early access program; partnered with Boehringer Ingelheim to use quantum computing in drug R&D.Investments: GV invested in several biopharma companies, inc

37、luding Insitros $400M Series C round. Verily Life Sciences led rapid diagnostic platform Genalytes $50M Series E financing.Product: Amazon Care expanded services nationwide; received emergency use authorization for Covid-19 test with home sample collection.16Q121Healthcare Investment Trends161264129

38、7$17,043$18,002$12,106$14,211$14,714$13,748$15,294$15,587$19,078$22,339$25,550$31,601Q218Q318Q418Q119Q219Q319Q419Q120Q220Q320Q420Q12114541397139314221385133413481605142915515007009001100130015001700$-$5,000$10,000$15,000$20,000$25,000$30,000$35,000HEALTHCARE INVESTMENT TRENDSFunding amount ($M)Deal

39、countHealthcare funding hit a new high in Q121Quarterly global healthcare funding and deal count, Q218 Q12117HEALTHCARE INVESTMENT TRENDSOtherEuropeAsiaNorth AmericaFunding dipped in Asia for 1st time since Q120$9,118$10,090$8,587$9,434$9,249$8,601$8,984$11,339$11,311$13,075$14,265$19,867$6,086$6,32

40、8$2,168$3,079$3,960$2,209$4,202$2,714$5,457$6,884$8,662$7,604$1,762$1,553$1,303$1,635$1,344$2,879$2,040$1,473$2,213$2,331$2,538$3,729$78$30$48$63$160$59$68$61$97$49$85Quarterly global healthcare funding ($M) by continent, Q218 Q121$401Q218Q318Q418Q119Q219Q319Q419Note: “Other” includes Africa, South

41、America, and Australia.Q120Q220Q320Q420Q12118HEALTHCARE INVESTMENT TRENDSEuropeAsiaNorth AmericaMega-rounds doubled in North AmericaQuarterly healthcare mega-round deal count by continent, Q218 Q121Other16191315171782824313469121946931061217261735469Q218Q318Q418Q119Q219Q319Q419Q120Q220Q320Note: “Oth

42、er” includes Africa, South America, and Australia. Mega-rounds are rounds worth $100M+.Q420Q1211954%52%49%53%52%56%52%50%49%48%46%48%15%14%15%13%15%14%15%18%18%17%19%19%7%9%8%8%8%6%8%7%6%9%11%10%23%25%27%26%25%23%24%25%27%25%24%23%10%0%20%30%50%40%60%70%80%90%100%Q218Q318Q418Q119Q219Q319Q419Q120Q220

43、Q320Q420Q121Note: “Early-stage” includes convertible note, angel, seed, and Series A rounds. “Mid-stage” includes Series B and Series C rounds. “Late-stage” includes Series D, Series E+, growth equity, and private equity rounds. “Other” includes unattributed and corporate minority rounds.HEALTHCARE

44、INVESTMENT TRENDSQ121 saw a slight uptick in early-stage dealsPercentage share of global healthcare deals by stage, Q218 Q121OtherLate-stageEarly-stageMid-stage20CompanyDeal date /Amount raised ($M)Total disclosed funding ($M)Select investorsDescriptionHEALTHCARE INVESTMENT TRENDSLife sciences compa

45、nies saw top healthcare deals in Q121Mar 21 /$525MMar 21 /$535MMar 21 /$500MJan 21 /$500MFeb 21 /$466M$845M$535M$877M$700M$739MFidelity Investments, SoftBank Group, Matrix Capital ManagementNordic CapitalGeneral Catalyst, FirstMark Capital, Seven Seven Six, Altimeter CapitalGoogle Ventures, ARCH Ven

46、ture Partners, Andreessen Horowitz, Casdin CapitalOrbiMed Advisors, Sequoia Capital China, Tencent Holdings, Qiming Venture PartnersElevateBio develops and operates cell and gene therapy companies.Denmark-based LEO Pharma develops medical dermatology products.Ro provides telehealth, online pharmacy,

47、 and in-home care services. It operates 3 digital platforms: Ro, Rory, and Zero.EQRx is a biotechnology company that seeks to develop medicines that are at lower price points.China-based Miaoshou Doctor offers an online healthcare platform for doctors and patients to communicate about prescription m

48、anagement and consultations.21HEALTHCARE INVESTMENT TRENDSSelect digital health M&As of Q121Appriss Health acquired PatientPing, a patient care coordination platform.March 22, 2021Nuance Communications acquired AI clinical documentation solution Saykara.February 8, 2021CARE COORDINATIONPROVIDER WORK

49、FLOWSTELEHEALTHClinical navigation platform Grand Rounds merged with Doctor On Demand.March 16, 2021Cignas subsidiary Evernorth is acquiring MDLIVE.February 26, 2021Cedar Gate Technologies acquired Enli, a population health solution for value- based analytics and coordination.January 5, 2021GetWellN

50、etwork acquired patient engagement platform Docent Health.January 28, 202122Deal date /Total disclosedCompanyAmount raised ($M)funding ($M)Select investorsDescriptionHEALTHCARE INVESTMENT TRENDSConsumer digital health companies announced SPACsFeb21Feb21Jan21Feb21$878M$182M$109M$62.5M23andMe is a per

51、sonal genomics company that develops direct-to-consumer DNA testing kits.Sharecare offers a virtual health platform that aims to unify and manage consumers health.Talkspace provides telebehavioral healthcare services through its web and mobile platforms.Owlet Baby Care develops a health monitor that

52、 lets parents track vital signs of sleeping infants in real-time.Announcement dateTotal disclosed funding ($M)CompanyAcquirerFalcon Capital Acquisition CorpSandbridge AcquisitionHudson Executive CapitalMar21UndisclosedDocGo offers mobile medical services and transportation, allowing at-home medical

53、care.Motion AcquisitionVG Acquisition23CompanyDeal date /Amount raised ($M)Total disclosed funding ($M)Select investorsDescriptionHEALTHCARE INVESTMENT TRENDSTop 5 new unicorns in Q121 by valuationMar 21 /$200MJan 21 / UndisclosedMar 21 /$157MJan 21 /$310MJan 21 /$100M$351M$87M$415M$454M$295MTiger G

54、lobal Management, Andreessen Horowitz, Thrive Capital, Concord Health PartnersHellman & Friedman, Dragoneer Investment GroupHighline Capital Management, Thiel Capital, Falcon Edge Capital, Pura Vida InvestmentsInsight Partners, Bessemer Venture Partners, Tiger Global Management, Atomico, Coatue Mana

55、gementVenrock, Meritech Capital Partners, Biomatics Capital PartnersCedar develops a patient payment platform that integrates with existing patient portal and back office workflows.Valuation: $3.2BPointClickCares EHR platform for the long-term care industry helps automate complex administrative proc

56、esses for providers.Valuation: $4BAtai Life Sciences develops both psychedelic and non- psychedelic therapeutics for mental health treatments.Valuation: $2BHinge Healths Digital Musculoskeletal Clinic, which combines sensor-guided exercise therapy with virtual health coaching.Valuation: $3BAledade p

57、artners with providers to build and lead Accountable Care Organizations (ACOs) in primary care.Valuation: $1.9B24Globally there are58 HEALTHCARE UNICORNSValued in aggregate at$147 BILLION26Q121Healthcare Sector Highlights26AICompanies selling AI SaaS to healthcare clients or using AI to develop prod

58、ucts for the healthcare marketMENTAL HEALTHCompanies applying technology to problems of emotional, psychological, and social well-beingTELEHEALTHCompanies using technology to remotely deliver clinical health services to patientsOMICSCompanies involved in the capture, sequencing, and/or analysis of g

59、enomic, transcriptomic, proteomic, and/or metabolomic dataWHAT THE STATE OF HEALTHCARE COVERSWOMENS HEALTHCompanies focused specifically on providing healthcare products and services to womenHEALTH ITCompanies that market software solutions to healthcare provider organizationsMEDICAL DEVICESCompanie

60、s developing medical devices that aid in the diagnosis, cure, mitigation, treatment, monitoring, or prevention of disease27AICompanies selling AI SaaS to healthcare clients or using AI to develop products for the healthcare marketWHAT THE STATE OF HEALTHCARE COVERSWOMENS HEALTHOMICSHEALTH ITCompanie