(1) The document explores investment opportunities in the digital health industry, focusing on preventing and managing disease through remote monitoring, lowering healthcare costs, and tailoring medicine using digital technologies. (2) It highlights Mediktor, a startup that uses AI and natural language processing to detect symptoms and recommend conditions/treatments, as a company disrupting the industry with recent funding and partnerships. (3) Key investment opportunities discussed include an aging population increasing healthcare demand, UK government support for digital health including £10 billion valuation of NHS data, and the global digital health market projected to exceed $379 billion by 2024.

1. EXPLORING THE DIGITAL HEALTH INDUSTRY
INVESTMENT
THESIS &
OPPORTUNITIES
HARRY BOBY| 2019
harry.boby97@googlemail.com

2. THESIS DEFINITION
Digital health is the convergence of digital technologies
with health, healthcare, living, and society to enhance the efficiency
of healthcare delivery and make medicines more personalized and precise.
Technologies involve the use of information and
communication technologies to help address the
health problems and challenges faced by people under
treatment. This includes both hardware &
software solutions and services
My interest in the area stems from my study of
medical physics at university. Physics, machine
learning & AI are working hand-in-hand to tackle some
of the worlds biggest health issues.
MY
INTEREST

3. The Big Idea
Preventing
disease
Conditions such as high
blood-pressure &
diabetes can be
prevented if factors such
as weight & exercise can
be tracked
Helping to monitor
& manage
Worldwide, healthcare is at the intersection of ever-rising
costs and the introduction of disruptive digital innovations,
digital health innovations will expectantly play a significant
role in:
Lower
costs
Tailor
medicine
For the first time,
individuals can store,
compare, and share
certain metrics
associated with their
health and wellness
Digital medicine
products can be used
with pharmaceuticals,
biologics, & devices to
optimize patient care
and health outcomes [1]
Digital medicine
products can be used
with pharmaceuticals,
biologics, & devices to
optimize patient care
and health outcomes

4. Investment opportunity
Aging population
Demand for healthcare services is on the rise, driven by an ageing population, an increase
in chronic diseases, & a population that wants to be at the centre of their own care.
NHS value & investment
Despite strains, the NHS datasets alone are valued at £10 billion p/y [2] & the government
is committed to investing 0.5 billion in hospital technology. Political support & an open
regulatory framework, is setting the UK up to be a healthcare force on a global scale.
Increasing market value
The global digital health market is set to exceed $379 billion by 2024 [3], due to
increasing demand for remote monitoring services, as well as government initiatives &
funding for digitalised systems. The UK digital health market was valued at $4 billion in
2017 thanks to telecare services, central government programmes & a strong existing base
of hardware , it is forecasted to reach $28.3 billion by 2025.

5. STARTUP OF
INTEREST
Disrupting the industry
Mediktor

6. MEDIKTOR
2016
Seed round from start-
up-health
2018 (June)
Series A from Castel
Capital
2018 (Sep)
$3.5m Series A from Alta Life
Sciences & 2 other investors
Overview:
Mediktor combines AI, natural language recognition and patient data to detect
symptoms and offers a listing of possible conditions, recommendations and even
connections with medical professionals within a health insurance network.
Traction:
Recently raised $3.46 million (€ 3 million) to support its continuing expansion into the
US market.
Estimated annual revenue of $3.6 million, 2.2m consultations across 206 countries
Sources: startuphealth, crunchbase, mobihealthnews
Achievement &
Opportunity:
Agreement with Hospital Clinic to validate application
Global contract with Munich RE, being used by their 30M members in 9 countries
Othe notable partnerships: IBM Watson Health, Accenture, Deloitte, VSee, DKV
Huge market potential: 1.3bn GP visits yearly in the US alone

7. REFERENCES
[1] Coravos, A., Goldsack, J., Karlin, D.,
Nebeker, C., Perakslis, E., Zimmerman,
N. and Erb, M. (2019). Digital Medicine:
A Primer on Measurement. Digital
Biomarkers, 3(2), pp.31-71.
[2] Computer Business Review.
(2019). NHS Data: A Treasure Trove
Worth £9.6 Billion Annually: EY. [online]
Available at:
https://www.cbronline.com/news/nhs-
data-value-ey [Accessed 9 Sep. 2019].

8. REFERENCES
[3] Sumant Ugalmugale, A. (2019). Global
Digital Healthcare Market size to exceed
$504.4 Bn by 2025. [online]
Gminsights.com. Available at:
https://www.gminsights.com/pressreleas
e/digital-health-market [Accessed 9 Sep.
2019].
[4] Statista. (2019). Global mobile
medical apps market forecast 2025 |
Statista. [online] Available at:
https://www.statista.com/statistics/8777
58/global-mobile-medical-apps-market-
size/ [Accessed 9 Sep. 2019].