Brian Gormley
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Investors will continue to show interest, but will be a little bit more circumspect about making new investments in this area.
Companies that have technology that enable healthcare providers or health insurers to quickly reduce costs could benefit because their services or technology could be even more in demand in an environment in which funding is being taken out of the Medicaid program. especially on the administrative side where artificial intelligence could be used to automate tasks that humans have had to do.
By and large, companies are working with health insurers, health care providers who are in turn serving patients.
Companies that have a service or technology that takes a while to deliver a return on investment might have a harder time in an environment where less funding is available to Medicaid. And that's where you might see companies have to be creative about how to adapt to a new situation in which funding is tighter in Medicaid.
Venture capitals will continue to be interested in companies that serve Medicaid, but they might take more time to make decisions about where to invest. They might take a deeper look into whether a company's model would thrive in an environment where there is less funding and whether their services would be something that would be more or less in demand.
Investors will continue to show interest, but will be a little bit more circumspect about making new investments in this area.
Thank you.