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JPM2025 Day 3: Healthcare M&A Predicted to Surge; Talkspace Debuts AI Tool for Therapists

Written by : Dr. Aishwarya Sarthe

January 17, 2025

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Day 3 of JPM 2025 highlights predictions for healthcare M&A growth and Talkspace's new AI-powered tool for therapists, focusing on improving care quality and efficiency.

The third day of the JP Morgan Healthcare Conference spotlighted key trends in healthcare mergers and acquisitions (M&A), with 2025 projected as a defining year for digital health companies amid evolving market dynamics.

Jonathan Bush, CEO of Zus Health, described the industry as entering a “shakedown year.”

Reflecting on the digital health funding surge during the pandemic, he said, “We had 14,000 digital health companies. Then, we had COVID, and every American was forced to try something. Now, maybe half or two-thirds of the companies will die. Those that survive will have to focus on gross margins.”

Owen Tripp, CEO of Included Health, predicted a sharp uptick in M&A activity as companies respond to heightened demand for comprehensive, value-based care solutions.

“Traditional digital health companies need to grow quickly,” Tripp noted. “Scaled, fiscally performant companies with the technology and AI to deliver will separate themselves from the pack.”

Investment bankers echoed these sentiments, projecting a recovery in healthcare equity markets and a resurgence in M&A activity. Jeremy Meilman, co-head of JPMorgan's healthcare investment banking group, stated, “We expect to see an uplift in activity through 2025, supported by strong balance sheets and favorable economic indicators.”

Ben Carpenter, also of JPMorgan, highlighted the sector’s slow rebound post-2021 peak, noting, “It typically takes two to three years to hit a trough and start to recover. We’re now entering that phase.”

Talkspace’s New AI Tool Supports Therapy Workflow

Talkspace, a leading online therapy provider, launched “Insights,” a new AI-powered tool designed to streamline therapy preparation and follow-up processes.

Developed with therapist input, Insights synthesizes patient data—such as symptom changes and session notes—into concise pre-session and post-session summaries.

Nikole Benders-Hadi, MD, Talkspace's chief medical officer, said, “The AI Insights feature will not only streamline session prep but also enrich the therapeutic process by pulling multiple data points that help our providers focus on their clients’ care and clinical outcomes.”

Insights builds on Talkspace’s existing “smart notes” feature and aims to improve therapist efficiency while enhancing the overall quality of care.

Medicare Advantage (MA) insurers Alignment Healthcare and Clover Health reported membership growth and outlined aspirations to challenge larger industry players. Both companies emphasized strategies centered on value-based care and member-focused delivery models.



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