Hospitalogy March 14, 2025
Ladies and gentlemen, we have our latest digital health IPO after a long hiatus. It’s Hinge Health, a tech-enabled provider of virtual musculoskeletal care serving self-insured employers and payors. I couldn’t help myself and spent most of my day yesterday reading the S-1 and doing some analysis on the first tech-enabled services company to go public in a hot minute.
So, without further ado, here’s the Hinge Health thesis.
The TL;DR on Hinge Health
AI introduces a massive opportunity to solve the access and cost problem in physical therapy services related to MSK Care and beyond.
- Hinge Health S-1 Link Here
- You should also read the letter from the CEO and Co-Founder, Dan Perez, starting on Page 129. Kinda...
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