IBBJ - Diagnosing The Future Of Healthcare

• In our opinion, telehealth will remain the leading segment of the internet healthcare market as the market shifts away from in-person medical visits.
• According to Apple CEO Tim Cook, “I believe, if you zoom out into the future, and you look back, and you ask the question, ‘What was Apple’s great contribution to mankind?’ it will be about health.”.
• Hospital infrastructure, based on our estimates, had a compound annual growth rate of 6% from 2015 to 2019, and we estimate that it is currently a $120 billion market.
• But growth will likely accelerate post-COVID as healthcare systems are forced to revisit their pandemic preparedness, giving it an estimated TAM of $220 billion.

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