Recora reposted this
After $400M of capital invested and 30 portfolio companies in health and pharma tech, we are excited to publish our SignalFire health and pharma tech sector thesis, 2024 edition and beyond! 👊 Here are 5 major trends that we're focused on 📈 If you are a founder building in any of these categories below, we'd love to hear from you! 1) Explosion of healthcare data creates both opportunities & risks in the GPT-4 era 2) PharmaTech is accelerating R&D, manufacturing & distribution to tackle inefficiencies 3) The labor shortage crisis and the need for AI to improve productivity 4) Aging population and the shift to hybrid, value-based care models in patients’ homes 5) Scaling access to lifesaving therapeutic breakthroughs: GLP-1s & CGTs Grateful to work closely with an incredible team focused on this sector including our legendary Eric Larsen, and partners in crime Sooah Cho, Tony Pezzullo, Sahir Raoof, Adele English 🙏 What gets me up every morning is our incredible portfolio, each of which making their own dent in our healthcare system for the better — Grow Therapy, Color, Ro, CodaMetrix, Health Gorilla, Verse, Wellth, PayZen, Recora, all.health, Bicycle Health, Form Health, Health Note, Osso VR, Praia Health, Freshpaint, Auxilius, Ovation, OrthoFX, Moxie and many others coming out of stealth soon 🚀 #healthtech #pharmatech #sectorthesis #innovation https://lnkd.in/gDE3nQqK
Anthony Lee
3mo
I’m a caregiver to my 98yo grandma. The more I learn about this, we are in for a rude awakening. Not only stats confirm about growing population of elderly, but people are having less kids as well. This current system can’t sustain itself. This is a hard problem to solve.
Dan F.
3mo
It's great partnering with SignalFire - awesome to see all of your work here
Vijay Gunti
2mo
It's fascinating to consider how advancements in AI and data analytics can revolutionize personalized medicine and patient outcomes in the health and pharma tech sectors.
Taylor Barada
2mo
Have loved partnering with you on this journey YY! Only the beginning--more great stuff to come in this space!! 🚀💥👊🏻 cc Abhishek Chandra Ed Wu, MD Vivek Vishwanath Roy Gilbert Ren Menon Nichole Garcia
Sahir Raoof
3mo
Hyped for what comes next 🙌🏽
Josh Constine
3mo
So many fascinating perspectives in here. Makes me feel optimistic that healthcare can be fixed.
Brad Justus
3mo
Love this
Divya Atre
2mo
Congratulations on publishing your SignalFire health and pharma tech sector thesis! It's exciting to see the focus on trends such as healthcare data, PharmaTech, AI, value-based care models, and access to breakthroughs.
Adele English
3mo
Beyond excited to continue investing in meaningful companies in this space with you!
Thanks to all the leaders of these portfolio companies for your continued collaboration, including Ro's Zachariah Reitano, Saman Rahmanian, and Rob Schutz; Color's Othman Laraki, Elad Gil, Taylor Sittler, Nish Bhat; Grow Therapy's Jake Cooper, Alan Ni, Manoj Kanagaraj, MD; CodaMetrix's Hamid Tabatabaie; Health Gorilla's Steve Yaskin; Verse's Dhaivat Pandya; Wellth's Matthew Loper, Alec Zopf; PayZen's Itzik Cohen, Tobias Mezger, Ariel Rosenthal; Recora's Abhishek Chandra, Ed Wu, MD, Vivek Vishwanath; all.health's Hosain Rahman; Bicycle Health's Ankit Gupta; Form Health's Evan Richardson; Health Note's Joshua Reischer, MD, Aaron Rau; Osso VR's Justin Barad, MD; Praia Health's Justin Dearborn; Freshpaint's Steven🚀 F., Michael Malis; Auxilius' Adam Weisman, Erin Warner Guill; Ovation's Barry Wark, Curt Medeiros, Winston Brasor; OrthoFX's Ren Menon, Nichole Garcia, Henry Chan; and Moxie's Dan F., Sam Gerstenzang