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