COVID-19 & Senior Connected Health: Market Impact Assessment & Opportunity Analysis

Date July 2020
Author Salud Capital Research Team
Type Market Analysis

Table of Contents

  1. Executive Summary
  2. COVID-19 Epidemiology & Senior Vulnerability
  3. Telehealth Adoption Acceleration
  4. Medicare & Connected Health Regulatory Tailwinds
  5. Senior Living Facility Crisis & Connected Health Imperative
  6. Nursing Home Data Analysis
  7. Market Demand Acceleration
  8. CARES Act Funding Opportunities
  9. Investment Thesis & Portfolio Implications

Executive Summary

The COVID-19 pandemic has created unprecedented tailwinds for connected health adoption among seniors. This analysis documents the epidemiology driving senior vulnerability, regulatory changes accelerating telehealth reimbursement, and resulting market opportunities for Salud Capital portfolio companies.

Key Insights:

COVID-19 Epidemiology & Senior Vulnerability

Seniors represent a disproportionately vulnerable population in pandemic:

Florida Case Data (March-July 2020)

CDC National Mortality Analysis

Age Group % of Population % of Deaths Relative Risk
18-29 21% 1.3% 0.06x
30-39 14% 2.1% 0.15x
40-49 13% 4.2% 0.32x
50-64 18% 8.7% 0.48x
65-74 9% 16.5% 1.83x
75-84 5% 21.2% 4.24x
85+ 2% 45.2% 22.6x
Vulnerability Pattern

Salud Capital Research Portal

Salud Capital Research · July 2020 · Healthcare

Important disclosures

This report is published by Salud Capital LLC for informational purposes only. It is not investment advice, a recommendation, or an offer or solicitation to buy or sell any security, digital asset or other financial instrument, and it does not take into account the objectives, financial situation or needs of any reader.

Information in this report is drawn from sources believed to be reliable, but Salud Capital makes no representation or warranty as to its accuracy or completeness. Opinions, estimates and forward-looking statements reflect judgment as of the report date, may change without notice and may not be realized. Salud Capital has no obligation to update this report. Past performance is not indicative of future results.

Salud Capital, its principals and affiliates may hold positions in, or have business relationships with, companies or assets discussed in this report. Readers should conduct their own due diligence and consult their own legal, tax and financial advisers before making any decision.

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