Would you pay for an Apple Healthcare subscription?

Recently, Apple analyst, Gene Munster, suggested that Apple create a healthcare subscription service that gives physicians access to a patient's healthcare data from their Apple Watch and AirPods. What do you all think?

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A study published in npj Digital Medicine showed that an ECG can be just as accurate with a smartphone (iPhone) as it can with an in-clinic ECG. The features and accuracy of the iPhone/Apple Watch and Kardia devices will make a subscription service worth it in the future. Old and clunky devices aren't needed anymore.

Additionally, the study produced the following heart rate "norms" through analysis of the collective dataset:

· An average, real-world heart rate of 79.1 BPM.
· Factors associated with an elevated heart rate included the number of medical conditions a person has, female gender, increasing body mass index and Hispanic descent.
· Increasing age was associated with a reduced heart rate.

The study authors concluded that because PPG was measured using a specific mobile app, the accuracy of the participants' measurements might vary based on individuals' different user interfaces. However, heart rate taken by PPG can provide insights on a wider variety of patient phenotypes and medical conditions, the authors added.

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Based on what Apple currently has on the market in terms of healthcare products I don't think people would pay for a health service for them. However, they are best equipped to make it happen and I would bet money they have their sights set on digital health. Today Morgan Stanley said that healthcare is an opportunity for Apple to "lead digital disruption" like "iTunes did for Music or the App Store for mobile services."

Another quote: "Although others have greater capability in artificial intelligence (Google), voice (Amazon), and enterprise cloud (Microsoft), we think Apple's advantages include its outsized user base - particularly in wearables, a proven services platform, and trust as a steward of data privacy."

They see a $3.5T TAM in the U.S. for healthcare, which is "nascent in its digital transformation." Apple looks to be going "all in" on healthcare and once they do I bet people will spend a lot of money with him. The difference may be that not individuals pay money to Apple but hospitals, doctors, and insurance companies end up being the ones who pay for their services.

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