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Yasi Baiani
Head of Product, Mental Health at Teladoc | Harvard MBA | 3x LinkedIn Top Voice
509405 followers
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500+ connections
Amazon's acquisition of PillPack is fascinating on multiple fronts: 1) It's one of the very few real success stories and unicorn exists of recent digital health companies. (sadly, many of the digital health companies don't have the right business model which hinder them from scaling). 2) Value creation of over $1Bn in only 5 years is so amazing and rare, especially for a business that deals with regulation and logistics (scaling Instagram is very different than scaling a drug delivery business). 3) Now with the scale of Amazon, it's interesting to see how the pharmacies will be disrupted by PillPack's offering. I guess $17.5 billion loss in market values of CVS, Walgreens, Walmart and a few others today is an indicator of what's ahead. #pillpack #acquisitions #pharmacy #digitalhealth
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