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About the Author:
Andrew Walsh
Managing Director
Andrew Walsh is a managing director in investment banking. Andrew has over 20 years of experience as a healthcare entrepreneur, executive and operator. Prior to joining First Analysis in 2019, Andrew was part of the senior leadership team of Ciox Health, a large private equity-backed healthcare technology company. Andrew brings a wealth of experience to the investment banking team and has served in senior executive roles at some of the most respected healthcare companies in the US including UnitedHealth Group, Optum and Davita. Andrew also founded, grew and sold a successful population health company focused on helping vulnerable, high-risk populations. He saw this company through two exits, ultimately selling a combined entity to Guidewell in 2017. Andrew earned an MBA from the University of Notre Dame and a bachelor’s degree in Economics from the University of Illinois.
First Analysis Healthcare Technology Team
Matthew Nicklin
Managing Director
Andrew Walsh
Managing Director
Joseph Munda
Vice President
Tracy Marshbanks
Managing Director
First Analysis Quarterly Insights
Healthcare Technology
The Business of Healthcare in a World of COVID-19
April 30, 2020

In our lifetime, there has not been a singular event that has so rapidly impacted life on a global scale as the novel coronavirus, SARS-CoV-2, aka COVID-19. History will tally the final comparison, but it’s not hyperbole to at least contextualize COVID-19 in the same conversation as the world’s great plagues, including the Bubonic Plague (14th century), Smallpox (16th century), or the Spanish Flu (early 20th century). And this is for a virus that was unknown and undocumented – anywhere in the world – as recently as 180 days ago.

In addition to the impact that COVID-19 is having on personal lives, it is also dramatically affecting the business of healthcare. COVID-19 is wreaking havoc on the front lines of healthcare, turning nurses, doctors and emergency room staff into modern-day superheroes. It has consumed much of the available capacity of virtually every healthcare system and emergency room across the U.S. – if not by filling beds with patients, then at least by creating concern about virus transmission and causing patients to otherwise stay away from the traditional consumption of healthcare.

TABLE OF CONTENTS

Opportunity in a Time of Chaos

Rapid-Cycle Diagnostic Innovation

Healthcare Technology on the Front Lines of COVID-19

Virtual Care in the Spotlight

Looking Beyond COVID-19

Payer, Provider Technology Exhibits Resilience in the Face of COVID-19

M&A Remains Steady Through 2019, Makes a Strong Showing in 1Q20

Private Investment Remains Active Through 1Q20

Opportunity in a Time of Chaos

Where COVID-19 is altering, temporarily at least, our understanding of normal, it is creating opportunity for others. Across the healthcare ecosystem, there have been highly publicized anecdotes of collaboration and innovation. We have seen Bauer, a manufacturer of ice hockey equipment, pivot to producing face shields for frontline workers. We have seen the maker of Absolut Vodka and Jameson’s Irish Whiskey converting production facilities to instead produce hand sanitizer. General Motors has allocated production capacity to sourcing and assembling critical ventilator systems.

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