Believers
Non-believers
Do you believe?
See how the next 10 years could play out.
Differentiation
Go beyond virtual-first care by offering concierge services, employer-funded wellness bundles, or premium experiences (e.g., GLP-1 programs, genomic risk screening). Focus on design, data ownership, and elite customer acquisition.
Integration
Combine wearables, smart diagnostics, and remote monitoring into seamless care pathways. Layer in digital twins, personalized coaching, and AI-powered navigation for chronic conditions. Unify patient data across settings.
Ownership
Own the entire experience from molecule to monitoring: embedded sensors, AI co-pilots, personalized treatments, closed-loop data ecosystems – all via one platform.
2026
Year 1
2028
Year 3
2030
Year 5
2035
Year 10
Expansion
Scale premium solutions to new customer segments. Introduce platform-based offerings tied to outcomes (e.g., subscription models). Expand decentralized models (e.g., home-based care).
Believers
Preserve margin
Lean into high-margin lines. Delay tech investments. Focus on rate negotiations, not model evolution. Profit through output, not transformation.
Non-believers
Resist and delay change
Avoid interoperability, slow digital adoption, and protect IP. Capital goes to legacy assets, not platform readiness. Invest in AI-lite tools and staffing tweaks, but avoid deep workflow redesign.
Stagnate or fall behind
Platform players may often outmaneuver incumbents. Exit or acquisition becomes the default path as the model collapses. A select few may survive by clinging to the core at the expense of expansion and long term growth.
2026
Year 1
2028
Year 3
2030
Year 5
2035
Year 10
Squeeze
core
Cut labor, offload admin, raise prices on aging infrastructure. Relevance erodes outside core segments. Value pools migrate, but infrastructure remains volume-bound.
