Many people look at the stock market on a fairly regular basis, but sometimes it takes a professional to understand a landscape that can be very murky or volatile. Fortunately, there are professionals who specialize in the health IT market.
Shahab Vagefi is a managing director in Thomas H. Lee Partners’ healthcare vertical, specializing in healthcare information technology. He is this week’s guest on HIMSSCast.
Vagefi gives his take 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 whether HIT is more of a private corporate industry.
Has the focus now shifted more to companies focusing more on digital healthcare than on EHRs?
He also talks about how HITECH made healthcare IT and EHRs big 15 years ago, but wonders if today it’s more about digital health than EHRs.
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Discussion points:
- What do you think about 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 has always been private, of course. So has eClinicalWorks and Meditech. Those are three big electronic health record companies. Is there something about health IT that makes companies private?
- Has the focus now shifted more to companies focusing more on digital healthcare than on EHRs?
- Hospital IT was big around HITECH 15 years ago, of course. What does the market look like now?
More about this episode:
The Great Digital Health Reset – and How IT Leaders Must Plan for the Future
Can Oracle Make Cerner’s EHR Sing? CIOs and Analysts Hear
Vendors need to better understand CIOs’ needs, research finds
Six vendors, including Epic, show how interoperability reduces patient falls
EHR vendors demonstrate new GPT features at HIMSS23
Follow Bill’s HIT reporting on LinkedIn: Bill Siwicki
Send him an email: bsiwicki@himss.org
Healthcare IT News is a publication of HIMSS Media.