Credit Suisse January 7, 2021
In this note, we discuss the trends we believe are likely to drive digital health growth and innovations in 2021, updates from unconventional players entering or expanding in healthcare, 4Q20 earnings and 2021 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 HCIT in 2021.
- Digital Health Adoption – One of the Silver Linings of 2020. “The year of pandemic” blurred the line between traditional healthcare and digital health. The strain COVID put on the U.S. healthcare system – or any country’s healthcare systems, for that matter – heightened the need for technology and processes to enhance resource capacity in order to...