Many people watch the stock market on a fairly regular basis, but sometimes it takes a pro to make sense of what can be a very murky or volatile landscape. Fortunately, there are pros who specialize in the health IT market.
Shahab Vagefi is managing director in Thomas H. Lee Partners’ healthcare vertical who specializes in healthcare information technology. He is the guest on this week’s HIMSSCast.
Vagefi offers his views on why there don’t seem to be as many health IT stocks as there used to be. He discusses private health IT companies, and if HIT is more of a private company industry.
Has momentum shifted to companies more on the digital health front vs. EHRs?
He also talks about how HITECH made health IT and EHRs huge 15 years ago, but ponders whether today is more about digital health than EHRs.
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Talking points:
- His thoughts on the fact that there aren’t as many health IT stocks as there used to be? For example, MDRX, ATHN and CERN are history.
- Epic, of course, has always been private. So are eClinicalWorks and Meditech. Those are three huge electronic health records companies. Is there something about health IT that lends itself to companies being private?
- Has momentum shifted to companies more on the digital health front vs. EHRs?
- Hospital IT was big 15 years ago around HITECH, of course. What is the market looking at now?
More about this episode:
The great digital health reset – and how IT leaders should plan for what’s next
Can Oracle make Cerner’s EHR sing? CIOs and analysts chime in
Vendors must do better understanding CIO needs, survey shows
Six vendors, including Epic, demonstrate how interoperability leads to reduced patient falls
EHR vendors demo new GPT features at HIMSS23
Follow Bill’s HIT coverage on LinkedIn: Bill Siwicki
Email him: bsiwicki@himss.org
Healthcare IT News is a HIMSS Media publication.