Press

Health in the Digital Age: Between Innovation and Efficiency

The Digital Health sector is booming. After a challenging period following Covid-19, some companies in the industry seem to be experiencing renewed interest and returning to growth.

The global digital health market, which involves the use of technology to enhance healthcare and medical services, is expected to reach nearly $1 trillion by 2033, with an annual growth rate of over 13%. This momentum is driven by several factors, such as an ageing population, the rise in chronic diseases, technological advancements, and the growing demand for more accessible and affordable healthcare.

Source: Towards health.com

The digital health market is structured around several key sub-sectors: telehealth (remote medical consultations, patient monitoring), mobile applications (physical activity tracking, medication management), electronic medical records, connected devices, and artificial intelligence (AI) applied to healthcare. Among these areas, telehealth holds the largest market share, particularly with the rise of online pharmacies and internet-based medical consultations, which have become part of everyday life.

Digital health offers numerous benefits, including easier and higher-quality access to care at reduced costs. It also allows for greater personalisation of treatment and increased patient involvement in managing their own health.

This sector also represents a significant cost-saving opportunity for the healthcare industry. Through optimised care management, reduced administrative costs, improved prevention measures, and better medication management, digital health has the potential to transform healthcare finances while enhancing treatment efficiency.

Despite its strong potential, the sector still faces several challenges. The collection of vast amounts of patient health data raises security and confidentiality concerns. Digital health services must also be recognised by insurance providers and integrated into existing healthcare systems. For example, the Chinese government is supporting this sector through policies that promote digitisation and medical technologies. JD Health, with its integrated platform combining online and offline services, is well positioned to capitalise on these reforms. The integration of AI and advanced technologies enables it to stand out and improve the efficiency of its services.

Many companies are active in this field. While current leaders such as Doctolib and Teladoc Health dominate the telemedicine market, the sector is attracting players offering cutting-edge technological solutions for diagnosis and treatment, as demonstrated by Philips and Siemens Healthineers. Furthermore, major pharmaceutical groups such as Roche, Novartis, and Sanofi are increasingly innovating through digital data processing and the integration of artificial intelligence in research and development processes.

Many insurers, including UnitedHealth Group, CVS Health, Anthem, AXA, and Allianz, have incorporated telemedicine into their offerings. They are developing their own platforms or partnering with specialised companies to provide online consultations for their policyholders.

Stéphanie Rheinboldt, Senior Equity Advisor

Article published on Allnews on 20.03.2025, in French: La santé à l’ère numérique entre innovation et efficience | Allnews

March 20, 2025

Press

Europe’s Stock Markets in a Global Comparison: Which Sectors Offer the Best Returns?

Jean-Christophe Rochat, our CIO, shares his expertise on Europe's competitiveness with the United States and China in the latest issue of Payoff Magazine.

February 06, 2025

Press

Banque Heritage’s evolving fund selection strategy

As Head of Fund Selection and Senior Cross Asset Advisor, Cédric is leading a dynamic reduction of third-party funds, aiming for efficiency while enhancing core and satellite portfolios.

January 08, 2025

Press

Electric cars: a lack of enthusiasm

Article published in Allnews on 10 September 2024

September 11, 2024