Betting on the Backbone: Investing in Payer IT
Healthcare insurers sit at the center of the U.S. healthcare system, controlling nearly 90 cents of every healthcare dollar[1]. Yet despite their scale and influence, the nation’s largest payers (e.g. Humana, CVS, UnitedHealthcare, etc.) are facing unprecedented pressure. Stock prices for the major insurers have dropped 15–55% since early 2023, even as the overall market […]
Unlocking Capital to Keep Healthcare GPs in the Game
In this white paper, we cover:
Omada Health Reports Second Quarter 2025 Results
Omada Health, Inc. (Nasdaq: OMDA), the virtual between-visit healthcare provider, today reported financial results for the second quarter ended June 30, 2025. “I’m proud of our second quarter results, with 49% year-over-year revenue growth, strong margin improvements, and continued progress toward profitability,” said Sean Duffy, Co-founder and CEO of Omada Health. “We believe our Q2 performance […]
Boehringer and Click Therapeutics’ investigational prescription digital therapeutic CT-155 meets primary endpoint in CONVOKE study for negative symptoms in schizophrenia
Boehringer Ingelheim and Click Therapeutics today announced that the pivotal Phase III CONVOKE study (NCT05838625) of CT-155 (BI 3972080), an investigational prescription digital therapeutic (PDT), met its primary endpoint. The randomized, double-blind, controlled study investigated the effectiveness and safety of CT-155 versus a digital control app as an adjunct to standard of care antipsychotic therapy […]
Healthcare-Focused Secondaries Manager Revelation Partners Names Rob Rein as Principal and Courtney Munley and Vicky Valverde as Senior Associates
Revelation Partners, a secondaries investor focused exclusively on the private healthcare market, today announced that Rob Rein has been named principal and Courtney Munley and Vicky Valverde have been named senior associates. Rein joined Revelation Partners in June 2023 as a vice president and helps drive the firm’s sourcing and transaction execution efforts. He has supported multiple transactions that provided liquidity to […]
Nordic Capital Acquires Healthcare Analytics Company Arcadia
European investor Nordic Capital has acquired healthcare analytics company Arcadia Solutions to leverage artificial intelligence’s potential to improve healthcare and save money. The Nordic acquisition marks an exit for earlier investors, such as healthcare specialist Peloton Equity, whose predecessor firm Ferrer Freeman acquired Arcadia in 2012. Other backers include drugmaker Merck’s digital-health venture-capital arm and private-credit […]
Bridging the Divide: Building Toward Earlier, Smarter, and More Connected Cancer Care
Disclaimer: Revelation Partners is invested in Carrum Health, Bristol Hospice, Genome Medical, and Metabolon. Fragmented, Costly, and Complex: The State of U.S. Cancer Care Over the past century, we have made remarkable strides in the fight against cancer—from the advent of chemotherapy in the 1940s to today’s targeted, immune, and cell-based therapies that have expanded […]
Revelation-Backed Omada Health Jumps After $150 Million IPO
Omada Health Inc. shares climbed 21% in their trading debut after the digital health-care company raised $150 million in its initial public offering. The stock opened at $23 on Friday in New York, higher than its IPO price of $19 per share. The San Francisco-based company sold 7.9 million shares at $19 each after offering them at $18 to $20 […]
Fuze Health Launches to Transform Patient Experiences and Enable Personalized Care in a Changing Healthcare Environment
Fuze Health, a technology-powered healthcare solutions company committed to transforming patient experiences and advancing personalized care, launched today. The company is focused on enabling healthcare partners – including care providers, employers, health plans and life sciences companies – to excel in an outcomes-focused system and empowering patients to more comprehensively manage their health at home. […]
Beyond the Drug: Investment Opportunities in the Growing GLP-1 Market
In this white paper, we cover: