The survey included 250 respondents from health tech startups, large employers, payers, providers, academics, public entities, investors and professional service providers from March 17-25.
Four key takeaways:
- Are special-purpose acquisition companies on their way out?
- No: 75 percent
- Yes: 25 percent
- Potential acquirers that will fuel consolidation:
- UnitedHealthcare/Optum: 25 percent
- Little companies merging: 21 percent
- Private equity: 21 percent
- Big Tech: 19 percent
- CVS/Walgreens: 9 percent
- Other pure play payers: 5 percent
- Top three companies for favorite 2022 initial public offering:
- VillageMD: 33 percent
- Omada: 32 percent
- Hinge Health: 30 percent
- Top three companies expected to rebound:
- Teladoc Health: 34 percent
- One Medical: 32 percent
- Oak Street Health: 30 percent
