Two Trillion-Dollar Industries Being Transformed By Tech
October 20, 2021 at 08:00 AM EDT
FN Media Group Presents Oilprice.com Market Commentary
London – October 20, 2021 – Big money is pouring into two disruptive segments in two of the world’s biggest industries – healthcare and energy. Both these have been undergoing continual digital disruption …But there’s more to come. Mentioned in today’s commentary includes: Brookfield Renewable Partners LP (NYSE:BEP), Lifestance Health Group Inc (NASDAQ:LFST), Teladoc Health Inc (NYSE:TDOC), Mind Medicine (MindMed) Inc (NASDAQ:MNMD), Intra-Cellular Therapies Inc (NASDAQ:ITCI).
In healthcare and wellness, global VC funding for digital health companies hit $15 billion in the first half of this year… and $19 billion if you include public market financing and debt. And now, we’re looking at artificial intelligence that empowers consumers to take control of their healthcare with a stunning new app that is trained by doctors to think like a doctor.
In energy, there are few segments as exciting as hydrogen. There is projected to be $500 billion in new investment in hydrogen through 2030. Over 130 large-scale hydrogen projects have been announced just since February this year, adding up to a total of nearly 360 projects.
Hydrogen has a major advantage over other energy sources because it burns hot and clean and has the potential to cut 20% of global industrial carbon emissions, and could even replace coal, according to Bloomberg.
This will hit the big time as soon as it can be produced for $1 a kilogram – it’s competitive price point. That’s why all the big money is rushing into this. BNEF estimates it will reach that price level by 2030.
The Hydrogen Boom
Brookfield Renewable Partners LP (NYSE:BEP) is a great way to get in on hydrogen without risking everything on a clean energy savior that could be commercially competitive by 2030.
Brookfield is a global giant when it comes to renewables, and hydrogen is its newest game. This time last year, Brookfield joined forces with one of the most exciting pure-play hydrogen fuel cell stocks, Plug Power (PLUG). PLUG has had its ups and down, and might now be entering another new phase of reward for investors, but it’s Brookfield that is the steady climber in the sector.
Hydrogen only adds to an already huge portfolio of thousands of power-generating assets. And when it cracks hydrogen, too, especially the green variety, there will be no stopping it.
BEP is trading lower this year, despite the fact that it is one of the biggest players on the renewable energy scene–and one of the smartest. That makes it a good time to buy, while soaring oil and gas prices are distracting everyone from future realities.
When the commercial hydrogen code is finally cracked–and again, Bloomberg thinks that will be by 2030–BEP will be one to come out on top. But even without hydrogen, keep this in mind: Brookfield’s global collection of hydroelectric power plants accounts for half of its revenue. And that’s preferable to solar and wind right now because hydropower isn’t intermittent. Furthermore, that nice revenue base is catapulting Brookfield into other areas of clean energy.
Telehealth Is Just Getting Started
The second story on our big industry disruption list is Treatment.com International Inc. (TRUE; TREIF), one of the most interesting fixes for a very broken American healthcare system. And the timing is perfect on this one: Treatment.com is about to launch its groundbreaking AI app: Cara, powered by its unique Global Library of Medicine (GLM).
Cara is the most sophisticated AI targeting the symptom checking market because it has been trained by a global team of doctors to think like a doctor and provide consumers with a way to truly diagnose their symptoms without relying on the fear mongering of “Dr. Google”, the cookie-cutter search engine of WebMD or the dangerous medical advice floating around TikTok.
Cara makes personalized health assessments and wellness management based on data from actual doctors as easy as clicking a few buttons … without stepping into a doctor’s office, or paying for a doctor’s visit. It’s absolutely free.
How does it work? The AI behind it might be highly sophisticated and complex, but from a user’s perspective, nothing could be simpler: Cara asks you questions about your symptoms and then sorts through millions of pieces of information. It covers your historical medical cases, demographic data and continual advances in medical knowledge.
It can all be integrated with Apple Health Kit, Apple Watch, and FitBit .. but the biggest note of confidence in the new AI that seems ready to disrupt healthcare as we know it is this: The hundreds of doctors who trained it made it so good that it’s been licensed to test medical students at the University of Minnesota’s Medical School.
The app industry is one of the cleanest out there when it comes to costs and revenues …For apps, the big costs are all taken care of upfront, with development. After that, it’s all about revenues, not costs.
While the initial basic Cara app is free, premium app subscriptions will be just one revenue stream. Specialized medical segments come with a subscription, and Cara has a line-up planned after the launch. But Cara AI connects everything: wellness, telemedicine, pharma, and health products. That means there’s value in health and wellness products, too, as well as in connecting users to the best telemedicine offerings.
What investors should be latching onto most, though, is the massive amounts of data Cara will be collecting from users. That health data, along with Cara’s artificial intelligence IP, make it potentially worth multiple times more than just another app.
Everyone will want this data … governments, healthcare providers, insurance companies, pharmacies … and quite possibly, those soaring telemedicine businesses that have become the kings of our post-COVID environment. In just three years from now, market predictions see healthcare big data hitting $68 billion.
That’s a huge number to tap into for a small Canadian company that just listed publicly in April. WebMD, the most popular “symptom checker” out there, is worth $2.8 billion, without any artificial intelligence … without any personalized healthcare assessments … and without any attempt to think like a doctor.
Demand for AI that can help us manage our health and check our symptoms without going to the doctor first, is voracious. Treatment.com (TRUE; TREIF) is the answer to that demand, and the first to offer AI trained by doctors. After Cara launches later this year, this $170M market cap company could become valued at multiples higher.
The Healthcare Industry Is Evolving
Lifestance Health Group Inc (NASDAQ:LFST) is a company that looks beyond profitability, as well. It is a company that truly cares about the well-being of the world. Recently, Lifestance Health Group donated a significant chunk of change to the U.S. Paralympic Foundation and another donation to the Mental Health Coalition. “Unifying physical and mental health is critically important for all of us, and we stand in support of elite athletes like Simone Biles and Naomi Osaka encouraging the destigmatization of mental health and speaking openly about their own challenges,” said Mike Lester, Director, LifeStance Health Foundation, said in a release.
On October 6th, Teladoc Health Inc (NYSE:TDOC) announced that its primary care service, Primary360, will be available to commercial health plans, employers, and other organizations that sponsor health care for individuals and families in the United States. This is huge because it will open the door to a massive amount of people who may have otherwise fallen between the cracks.
Donna Boyer, chief product officer at Teladoc Health, explained, Primary360 has the unique power to drive the unified health care experience that consumers are demanding by removing longstanding barriers like access, cost and convenience,” adding “Primary360 gives people greater control over their healthcare experience without losing the personal connection they seek – all from a brand that they trust.”
Recently, Mind Medicine announced a major partnership with Sphere Health to launch a new study harnessing existing consumer technology to build an exciting new data set which could be used to create more efficient machine learning tools to potentially show association with and predict symptoms of mental health issues such as anxiety and depression.
Dr. Sharon Mates, Chairman and CEO of Intra-Cellular Therapies, also highlighted that new medications progressing in trials helped boost investor confidence, noting, “We are pleased with our strong results in the second quarter. Our sNDAs for bipolar depression are under review by the FDA and our CAPLYTA strategy continues to make substantial progress with our commercialization in schizophrenia, along with our preparations for a potential label expansion into bipolar depression. We have initiated patient enrollment in our Phase 3 program in MDD and continue our programs studying other depressive disorders.”
By Charles Kennedy
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