Brian Dolan

I write Exits & Outcomes: members-only digital health newsletters + research reports. @ExitsOutcomes Before: Founder, MobiHealthNews (acq'd) Tip? DM for Signal.

[Brian Dolan @bddol]

👀 from an early subscriber (VC) to @ExitsOutcomes —> https://t.co/x6Jcq32rsa

[Brian Dolan @bddol]

@MLeshchiner @willahmed Yes, same anatomical site as Apple Watch -- so same process for capturing an ECG: "Left-hand fingers to the right wrist or vice versa on a consumer-grade electronic."

[Brian Dolan @bddol]

@MLeshchiner @willahmed Whoop has kept it quiet, but I reported on this about a month ago. They already have FDA clearance for ECG capture (unannounced) but I'm guessing FDA is about to clear them for irregular heartbeat notification too. Similar to the 2 FDA clearances Apple Watch secured back in 2018.

[Nikhil Krishnan @nikillinit]

can't recommend @bddol 's exit & outcomes publication enough - the databases alone are interesting

https://t.co/K4NA0JbCp1

[Brian Dolan @bddol]

@nealkhosla Verily's Onduo

[Brian Dolan @bddol]

@OliviaWebbC @ExitsOutcomes This was an interesting move for sure. Just to be clear: This was from a newsletter I wrote back in 2021. Pear has since gone bankrupt.

[Richard W Mockler @RWMhealth]

@rikrenard @ExitsOutcomes Now you’re just straight up stealing all my best client advice. Including that they need to subscribe to @ExitsOutcomes

[Jacob Brody @jacobbrody]

Love @ExitsOutcomes. Among the best healthcare analysts around.

[Brian Dolan @bddol]

@jacobbrody @ExitsOutcomes Wow. Thanks, Jacob!

[Brian Dolan @bddol]

@rikrenard @ExitsOutcomes Why not both? Sword did manage to sell to large employers too. Pepsi was their first big-name customer. But their small company strategy helped generate momentum.

[David Van Sickle @dvansickle]

Lol wut

Via @ExitsOutcomes

[Brian Dolan @bddol]

@dvansickle @ExitsOutcomes @GregTracy 👀

[Brian Dolan @bddol]

@chrissyfarr Accolade did get a fair bit of press for that but they didn't get into the details of why they lost the customer. Maybe it was a missed opportunity.
https://t.co/VoF9zFYkIf

[Brian Dolan @bddol]

Accolade announced today that it lost "a large customer" -- not renewing after 2022 -- Comcast. At one time Comcast accounted for 45 percent of its revenue (fiscal year ending in Feb18) and 35 percent (FY ending Feb19). It was 16 percent of rev in FY2021.

[Brian Dolan @bddol]

@chrissyfarr Accolade losing Comcast. Did that help them though?

[Rik Renard @rikrenard]

Won't spill all the beans, but you can find the complete report here: https://t.co/fmX1gd7E9q

(don't forget to subscribe to @bddol's blog)

[Rik Renard @rikrenard]

The Spring Health Report is another banger by @ExitsOutcomes (@bddol). My top three favorite insights:

(1) Sell then build

Doesn't matter if this is your 1st product or a feature you'll spend significant time on. Make sure people want to pay (extra)

[Brian Dolan @bddol]

@jryedinak @agingmedia Congrats!

[Brian Dolan @bddol]

@WhelanHealth Yes, but: the Chief Legal Officer at Click, one of the other three buyers, included this line in their bid: "I am not aware of any connection between Click and any insider of the Debtors." Harvest Bio couldn't say the same right? Will those connections cause the judge to nix it?

[Brian Dolan @bddol]

Quite the turn of events: I speculated last week that the mystery buyer of Pear Therapeutics' core assets was its ex-CEO. The purchase agreement reveals this to be true. McCann, under the name Harvest Bio, seems intent on resurrecting Pear using the following assets --> (1/3)

[Brian Dolan @bddol]

Who is funding McCann's bid to resurrect Pear? A Boston-based, stealthy investor named T.Rx Capital. The fund T.Rx is using to back up McCann's bid was set up Jan 2023. Former Pear exec Michael Langer appears to be a co-founder and managing director of T.Rx too.

[Brian Dolan @bddol]

The judge presiding over the bankruptcy court proceedings still needs to sign off on the asset sales --so this isn't a done deal yet. And some have already objected to the sale to McCann -- including the federal government and the South Carolina Department of Corrections. (3/3)