Hello all, Tom Richardson at the Australian Financial Review featured us in an article available online here. Hope you’ve had an…
Portfolio Manager, Managing Partner
This Weeks Guest.
Robert Stretch, MD
New Episodes Weekly
Live Every Thursday @ 9am
Jarred Shein joins us to talk digital health. Jarred has invested in digital health at MH Carnegie and Qure, an Israeli based VC fund.
0:20 – Introducing Jarred
1:00 – Jarred’s education and background.
1:45 – Jarred’s studies of nanotechnology, specifically biochemistry
2:30 – Jarred’s thesis on biosensor devices and how it relates to Startrek
3:55 – End of university job with Macromatix, completely unrelated to biochemistry
5:10 – The early opportunity to pick up distressed medical device assets
6:00 – Australia’s strong position in the world and relatively painless COVID-19 experience make it a great place for global healthcare
8:10 – Australia’s unfortunate lack of a biochemistry talent pool
9:30 – Australia’s amazing history of medical device companies, including Cochlear and Resmed
10:30 – The opportunity to invest in the digital health space in Australia
11:40 – Deep dive into Resmed (RMD:ASX) and its successful pivot to health data revenue
14:40 – The benefits of living and doing business in Australia
16:33 – The rise and rise of telehealth services, silencing industry doubters
18:50 – ‘Ageing in Place’ (getting older comfortably in the environment that you are in) is a really interesting growth space
21:25 – ‘Digital Therapeutics’ (clinically relevant personal solutions) is another compelling growth area (e.g. Propeller Health – a recent Resmed acquisition)
25:00 – Discussion of Click Therapeutics (digital therapeutics solutions for mental health issues)
26:55 – What happens when the 20 year patent life timer ends?
27:50 – Jarred’s thoughts on Livongo (NASDAQ:LVGO), a Frazis Capital position
30:30 – Successful US healthcare business models rely on the US health insurance system
32:00 – The merger between Teladoc (NYSE:TDOC) and LVGO
34:00 – There should be a very tight communication channel between primary care and chronic disease management
35:25 – Do you book a telehealth consultation based on Brand? Doctor? Or Price?
37:30 – Today’s best opportunities in digital health, both listed and unlisted
38:50 – Missed opportunity in American Well (NYSE:AMWL), a hot recent digital health IPO
40:10 – Lots of opportunities in the private space for digital health
40:45 – Early stage Australian digital health companies can only access capital by going public
41:35 – Jarred discusses a compelling Australian microcap digital health opportunity, Hera Med (ASX:HMD)
43:40 – Jarred introduces an interesting QLD telehealth service provider called Medicine, providing remote primary care services
45:00 – Some problems within the digital health industry – access to capital and talent, commercialising technology
Signup for Frazis Insights
Get monthly shareouts from the Frazis team, keep up to date on perspectives, interviews, features, spaces and more.