MEDICAL

FRAILTY EXPOSED

Driving Factors

CAPACITY QUESTIONS

A lack of hospital beds, hospital staff, PPE, testing kits and facilities, ventilators and the sight of tents in parks doubling as hospitals make people critically aware of just how fragile the healthcare system they’re paying for really is.

PROFITS EXAMINED

Given the insurance premiums, tax dollars and government funding going into healthcare, fresh scrutiny of the profit being made in the industry is sharp. “Are we dying because too much is being syphoned into corporate profit?” will be the question asked.

INCOME : OUTCOME GAP

As celebrities have their Marie-Antoinette moment online, as politicians point out the vast salaries of sports stars and as anger grows over the easy access to testing for the rich we start to examine the role that wealth had in survival - and the results aren’t pretty.

What To Look For

HIGH DEMAND FOR PRIORITY

Even as the swell of demand for “Better for all” happens, the demand for priority will increase. First access to testing, guaranteed beds, delivery of drugs and instant access to vaccines will all be in high demand.

EXPLORING AN OWNED SYSTEM

With the inefficiency of the system on full display, there will be a case made for a single owner - one company that does everything from insurance through to hospitals to billing - in the name of efficiency. What happens when “City Hospital” becomes “Citi Hospital”?

EMERGING VALUE PLAYERS

The need to reduce medical inflation and hold down prices could bring new players into the equipment area of the industry. Hardware could be an area into which the likes of Tesla, Ford and the tech companies (Apple?) start to look in earnest.