INSIGHTS
June 9, 2025

Disrupt or be disrupted

Disruptor, or disruptee? Last week, industry giants proved once again they’re not waiting to see which side they’ll land on. Epic unveiled Launchpad to fast-track genAI adoption with wraparound operational and governance support, signaling its intent to be a go-to AI (not just record-keeping) partner. CVS Health shared a bold $20B roadmap to advance consumer-led healthcare with tech. Meanwhile, Walmart launched a benefits-integrated shopping platform enabling healthier choices through reimbursable purchases—a move that suggests last year’s strategic pivots were more recalibration than retreat. Incumbents are leveraging their core strengths—traction with providers or access to consumers—to push forward health tech innovation. Altogether, these moves are a reminder that leading enterprises are willing to disrupt, even themselves, to leapfrog ahead.

Applications for the 2025 RockHealth.org Innovation Fellowship are open! The Fellowship is an immersive cohort-based experience that supports and amplifies the work of visionary leaders centering lived experience in digital health innovation—apply here by Thursday, July 10.

Headlines

Omada Health IPO Starts Off Strong
Rock Health port co Omada beats target valuation in Nasdaq debut at market value of $1.3B Modern Healthcare

CHAI Collaborators Open Shop To Validate Algorithms, Marking Pivot Point For Health AI
Developers can now validate model performance using clinical data sets Fierce Healthcare

Epic Says Providers Are Sharing Widely Through Its TEFCA QHIN
Announcement marks major milestone for nationwide health information exchange Healthcare IT News

Hims & Hers To Acquire European Telehealth Platform In Global Expansion
Zava acquisition will expand services overseas and grow customer base by 50% CNBC

23andMe Seeks New Bids After $305M Offer From Its Co-Founder
Regeneron can make one more bid of at least $315M before winner is selected Reuters

Nearly 11M Would Become Uninsured Under GOP Reconciliation Bill
Congressional Budget Office projections underscore potential toll on safety-net providers Healthcare Dive

CMS Commits To Tech Initiatives To Give Easier Access To Medicare Health Data
Initiatives to facilitate access include national provider directory and digital insurance cards Fierce Healthcare

FDA Rolls Out AI Tool Agency-Wide, Weeks Ahead Of Schedule
Practical concerns surface regarding tool’s ability to accelerate scientific review processes STAT

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