Less pitch, more purchase

Last week’s flurry of digital health acquisitions stood out amid a quieter few days for funding. Sword acquired Kaia Health to expand in the U.S., establish a foothold in Germany via the DiGA pathway, and add digital pulmonary rehab to its MSK platform (alongside reports of a ~$500M funding round). Wisp bought TBD Health to broaden beyond virtual-only care into diagnostic testing and in-person sexual health services. Spring Health announced plans to acquire Alma, bringing in-network therapist supply and payer-connected provider infrastructure into its platform. And NOCD acquired Rebound Health to extend beyond its OCD-specialty virtual model into PTSD.

The trend reinforces what we noted in our year-end funding report: capital is increasingly concentrated among a smaller group of scaled companies, while many others face tighter constraints on growth. For companies with traction, M&A can be the faster, more predictable route to expansion—buying proven models without the time and uncertainty of building.

Headlines

  How Another Government Shutdown Would Impact Healthcare
A partial shutdown is now underway, with possible operational and payment risks for healthcare Modern Healthcare

White House Postpones Planned TrumpRx Launch Event
Debut of DTP pharma hub pushed out from original January deadline Endpoints News

 US Proposes Slight Rise In 2027 Medicare Insurer Payments, Shares Fall
A modest proposed increase fuels concern over next year’s margins
 Reuters

Maven Clinic Launches Clinical Research Institute For Women’s And Family Health
New research arm will measure impact of digital health, run by academic and clinical experts Femtech Insider
 

 Nourish To Offer Free Lab Testing For Members To Inform Nutrition Care 
Free testing of markers like cholesterol, A1C, and thyroid hormones brings new data into nutrition platform FierceHealthcare

 

Recent Funding

  • Prenosis raises $20M to scale FDA-authorized AI diagnostic tool for sepsis
  • When snags $10.2M to scale health benefits platform for transitioning employees