Credit Suisse October 21, 2021
- OSH/RubiconMD Transaction Underscores Digital Health Consolidation Theme. This morning, OSH (Not Covered) acquired RubiconMD (see our note on RubiconMD for a detailed overview) for $130M in cash, with the sellers having an opportunity to earn up to another $60M dependent on performance milestones, including low integration costs. OSH’s announcement comes during a period in which many Digital Health/HCIT companies have made strategic M&A a priority. With digital connectivity becoming the main highway for care pathways, several companies/industries need a different level of scalability, reliability, and comprehensiveness. The digital health solutions landscape is highly fragmented, and the continuing consolidation should enable digital health vendors to obtain the scale and efficiencies required to succeed in the emerging healthcare paradigm. In this...
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