Credit Suisse January 8, 2020
Jailendra Singh, Jermaine Brown

In this note, we discuss trends we believe are likely to drive digital health growth and healthcare innovations in 2020, updates from unconventional players entering or expanding in healthcare, 4Q earnings and 2020 outlook expectations for our HCIT covered names, and key takeaways from our surveys of investors and industry stakeholders on expectations around various developments in digital health and healthcare IT heading into 2020. (See our video here).

Several Themes, but One Goal – Make Healthcare More Accessible & Affordable. In 2019, we saw significant progress in several digital health areas with a primary goal of making healthcare either more accessible or more affordable with the industry continuing to shift away from just curing disease in the short term...