2024年二季度数字健康报告（英）2024

Q2 2024 Digital Health Report Summary

Q2 2024 Timeline

• June 4: Sword Health raises $130.0 million in a 1.5x valuation step-up to $3.0 billion.
• June 20: Talkiatry raises $130.0 million, focusing on behavioral health.
• June 26: Foodsmart raises $200.0 million in a Series D round led by The Rise Fund.
• June 20: Knownwell acquires Alfie Health, signaling growing demand for weight loss drugs.
• June 24: Altaris acquires Sharecare for $540.0 million.

Digital Health Landscape

• Market Map: The digital health landscape includes key segments such as telehealth, digital care & treatments, sport & wellness, and care management.
• Key Metrics:
  • VC Deal Count: 112 total deals, -16.4% QoQ, -24.8% YoY.
  • VC Deal Value: $1.5B total deal value, -5.7% QoQ, -3.3% YoY.

VC Activity

• Top Deals:

  • Talkiatry: Telehealth, $130.0 million Series C, led by Andreessen Horowitz and Left Lane Capital.
  • Sword Health: Digital care & treatments, $130.0 million late stage.
  • Foodsmart: Personal nutrition, $200.0 million Series D.
  • Other Notable Deals: Amino ($90.0 million Series B), Grow Therapy ($88.0 million Series C), Lore Health ($80.0 million), Allez Health ($60.0 million), Natural Cycles ($54.4 million Series C), etc.

• Investor Activity:

  • Top Investors: Alumni Ventures (5 deals), Gaingels (4 deals), Andreessen Horowitz (4 deals), Octopus Ventures (4 deals).

• M&A Activity:

  • Oura: Acquires Veri Health.
  • Altaris: Acquires Sharecare for $540.0 million.

Caregiver Support

• Selected Companies:
  • Papa: HQ in Miami, $301.4 million raised, last financing in October 2023.
  • Electronic Caregiver: HQ in Las Cruces, $176.7 million raised, last financing in June 2023.
  • Vesta Healthcare: HQ in New York, $146.6 million raised, last financing in March 2024.

Innovation Spotlights

• Caregiver Support: Companies like Papa and Electronic Caregiver provide comprehensive support for caregivers and families.
• Personalized Supplements: Flo Health, with over 5 million paid subscribers, is a leading player in this space, having raised $200.0 million in a Series C round.

Select Company Highlights: Flo Health

• Overview: London-based Flo Health is a global women's health platform with over 70 million active monthly users.
• Key Features: Freemium model, subscription services starting at $11 per month, and a private community for users.
• Financials: Over 5 million paid subscribers, expected $200 million in sales in 2024.
• Recent Funding: $200.0 million Series C led by General Atlantic, pushing Flo’s valuation to over $1.0 billion.

This summary captures the key developments and trends in the Q2 2024 digital health landscape, focusing on major deals, investor activity, and innovative companies.