4sight Health August 2, 2022
Healthcare’s ecosystem is atwitter (literally) regarding Amazon’s $3.9 billion acquisition of One Medical. On last week’s 4sight Friday Roundup podcast, my partner Julie Murchison said she can’t stop thinking about the deal. She then made several surprising and insightful observations. We also discussed Apple’s new strategic plan for healthcare. Listen here.
Anything Amazon touches arouses tremendous interest. An avalanche of deal summaries and commentaries have emerged in the wake of the July 21st announcement. The blogosphere has zeroed in on how Amazon will incorporate One Medical into its healthcare platform, the 75% purchase price premium it paid for the asset, and Amazon’s potential to disrupt the healthcare ecosystem. Opinions are split on the last question.
My two favorite analyses were Scott Galloway’s “Prime Health” commentary and the...