📣 Digital Health Download | July 2025

Dare we say digital health is back? The IPOs are IPOing, and startups (at least the AI ones) are back raising mega rounds.
In this month’s Digital Health Download, Halle and Steve break down the recent headlines, including a blockbuster funding cycle for AI tools, a dramatic breakup between Novo Nordisk and Hims, and why Oregon’s new law could shake up how startups structure clinical care.
We cover:
📈 What the return of IPOs signals for the second half of 2025
🦄 New ways of building and funding healthcare unicorns
💔 The fallout from Novo Nordisk's split with Hims over compounded GLP-1s
⚖️ Are we trading faster innovation for a lower standard of evidence in cancer treatment?
⚠️ Why Oregon’s new anti-private-equity law could be a warning sign for startups
📚 Rethinking med school as AI reshapes the future of the profession
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Show Notes:
• Rock Health Unicorn Analysis (rockhealth.com)
• Bloomberg’s cancer drug pricing investigation (bloomberg.com)
• NEJM on changes to medical education (nejm.org)
• Oregon Senate Bill 951 Summary (olis.oregonlegislature.gov)
• Novo Nordisk terminates partnership with Hims over compounding concerns (prnewswire.com/news-releases/novo-nordisk-term…)
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