Health care investing in 2025: Public/private collaboration
Description
Health care services experts David Khtikian and Josh Sommerfeld join host Thomas Mucha to explore the industry's transformation, diving into consolidation, tech innovation, value-based care, and the benefit of their public/private collaboration.
1:30 – Evolution of health care services
3:30 – Next generation of digital health companies
6:45 – Public market: Leveraging private market insights
8:35 – Private market: Collaborating with public investors
11:20 – Top down macro and regulatory environments
16:20 – Health care in Trump 2.0
19:45 – Value-based care in private markets
23:15 – Impact of income inequality
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United States
