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<p>Hello,</p><p>Welcome to Insider <keyword id="6354525" type="UNKNOWN" weightage="100" keywordseo="healthcare">Healthcare</keyword>. I'm Lydia Ramsey Pflanzer, and today in healthcare news:</p><ul><li><a href="https://www.businessinsider.com/exclusive-amazon-pharmacy-considering-physical-stores-2021-5">Amazon is considering building physical pharmacies, Insider first reported</a>;</li><li><a href="https://www.businessinsider.com/wall-street-is-betting-on-primary-care-companies-agilon-and-privia-2021-5">Meet the under-the-radar primary care companies that have won over Wall Street</a>;</li><li><a href="https://www.businessinsider.com/ultra-maskers-keep-wearing-masks-after-vaccine-pandemic-ends-2021-5"></a><a href="https://www.businessinsider.com/experts-say-stop-blaming-covid-variants-for-outbreaks-2021-5">It's too convenient to blame outbreaks on variants, experts say</a>.</li></ul><p>If you're new to this newsletter, <a href="http://newsletter.businessinsider.com/join/4np/newsletter.businessinsider.com/join/4np/insider-healthcare">sign up here.</a> Comments, tips? Email me at <a href="mailto:lramsey@insider.com">lramsey@insider.com</a> or tweet <a href="https://twitter.com/lydiaramsey125">@lydiaramsey125</a>. Let's get to it...</p><h3><a href="https://www.businessinsider.com/exclusive-amazon-pharmacy-considering-physical-stores-2021-5"></a><br /><a href="https://www.businessinsider.com/exclusive-amazon-pharmacy-considering-physical-stores-2021-5">Amazon is weighing a push into physical pharmacies to grab a bigger slice of the $370 billion prescription market</a></h3><ul><li><keyword id="18635" type="CITY" weightage="60" keywordseo="Amazon">Amazon</keyword> is considering the launch of physical pharmacies, Insider has learned.</li><li>Amazon Pharmacy's leaders have discussed using Whole Foods locations and creating stand-alone sites.</li><li><a href="https://www.businessinsider.com/exclusive-amazon-pharmacy-considering-physical-stores-2021-5">There is not a concrete plan to do so, three people familiar with the matter said.</a></li></ul><p><strong><a href="https://www.businessinsider.com/exclusive-amazon-pharmacy-considering-physical-stores-2021-5">Blake Dodge has the full scoop here&gt;&gt;</a></strong></p><h3><a href="https://www.businessinsider.com/wall-street-is-betting-on-primary-care-companies-agilon-and-privia-2021-5"><div type="image" title="woman at doctor's office" height="2000" width="2666" msid="83061959" hostid="261"></div></a></h3><h3><a href="https://www.businessinsider.com/wall-street-is-betting-on-primary-care-companies-agilon-and-privia-2021-5">Why Wall Street is betting on a couple of under-the-radar companies that want to transform how primary-care practices get paid</a></h3><ul><li>The US is shifting to "value-based care," in which doctors are paid to keep patients healthy.</li><li>Newly public companies Agilon and Privia are helping doctors navigate that transformation.</li><li><a href="https://www.businessinsider.com/wall-street-is-betting-on-primary-care-companies-agilon-and-privia-2021-5">Wall Street is betting on these firms, which can expand faster than those that build clinics.</a></li></ul><p><strong><a href="https://www.businessinsider.com/wall-street-is-betting-on-primary-care-companies-agilon-and-privia-2021-5">Find the full story here&gt;&gt;</a></strong></p><p><a href="https://www.businessinsider.com/experts-say-stop-blaming-covid-variants-for-outbreaks-2021-5"><div type="image" title="Indians wait in line to refill oxygen cylinders for COVID-19 patients" height="799" width="1065" msid="83061960" hostid="261"></div></a></p><h3><a href="https://www.businessinsider.com/experts-say-stop-blaming-covid-variants-for-outbreaks-2021-5">Experts say it's too convenient for politicians to blame COVID-19 outbreaks on variants - we have the tools to fight them, we just need to use them</a></h3><ul><li>The B.1.617 variant first tracked in India was labeled a "variant of concern" by the WHO.</li><li>It appears to be more infectious than older versions of the coronavirus.</li><li><a href="https://www.businessinsider.com/experts-say-stop-blaming-covid-variants-for-outbreaks-2021-5">But that doesn't mean we are powerless. </a></li></ul><p><strong><a href="https://www.businessinsider.com/experts-say-stop-blaming-covid-variants-for-outbreaks-2021-5">There is a lot of reason to hope vaccines will defeat variants&gt;&gt;</a></strong></p><p><strong>More stories we're reading:</strong></p><ul><li><a href="https://www.statnews.com/2021/05/26/shuttered-hospitals-soaring-covid19-deaths-rural-black-communities-lose-lifeline-in-pandemic/">Hospitals serving rural black communities shut down during the pandemic</a> (Stat News)</li><li><a href="https://www.businessinsider.com/biden-administration-officials-call-probe-coronavirus-origins-2021-5">Biden sets 90-day deadline for more details on coronavirus origins</a> (Insider)</li><li><a href="https://www.wsj.com/articles/google-strikes-deal-with-hospital-chain-to-develop-healthcare-algorithms-11622030401">Google Cloud struck a massive deal with HCA Healthcare</a> (The Wall Street Journal)</li><li><a href="https://www.businessinsider.com/scientists-restored-blind-man-vision-using-gene-therapy-2021-5">Scientists partially restored a blind man's vision using gene therapy and goggles</a> (Insider)</li></ul><p>- Lydia</p>

Amazon is considering building physical pharmacies

<p>Hello,</p><p>Welcome to Insider <keyword id="6354525" type="UNKNOWN" weightage="100" keywordseo="healthcare">Healthcare</keyword>. I'm Lydia Ramsey Pflanzer, and this week in healthcare news:</p><ul><li><a href="https://www.businessinsider.com/optumhealth-ceo-plans-to-make-clinics-a-100-billion-business-2021-4"></a>Blake Dodge's scoop on <a href="https://www.businessinsider.com/exclusive-amazon-pharmacy-considering-physical-stores-2021-5">Amazon's bricks-and-mortar pharmacy ambitions shook up healthcare stocks</a>;</li><li><a href="https://www.businessinsider.com/novavax-faces-pivotal-moment-with-covid-19-vaccine-2021-5"></a><a href="https://www.businessinsider.com/jefferies-list-of-biotech-pharma-potential-ma-deal-targets-2021-5">Dealmaking is heating up heading into the summer</a> - for <keyword id="45082" type="PERSON" weightage="60" keywordseo="biotech">biotech</keyword> and digital health;</li><li><a href="https://www.businessinsider.com/wall-street-is-betting-on-primary-care-companies-agilon-and-privia-2021-5">How Wall Street is betting on primary care companies</a>.</li></ul><p>If you're new to this newsletter, <a href="http://newsletter.businessinsider.com/join/4np/newsletter.businessinsider.com/join/4np/insider-healthcare">sign up here.</a> Tips, comments? Email me at <a href="mailto:lramsey@insider.com">lramsey@insider.com</a> or tweet <a href="https://twitter.com/lydiaramsey125">@lydiaramsey125</a>. Let's get to it...</p><p>First, I hope you all have a great, restful long weekend.</p><p>As you might expect, your next edition of this newsletter will hit your inbox on Tuesday. See you then!</p><h3><a href="https://www.businessinsider.com/exclusive-amazon-pharmacy-considering-physical-stores-2021-5"></a></h3><h3><a href="https://www.businessinsider.com/exclusive-amazon-pharmacy-considering-physical-stores-2021-5">A market-moving exclusive</a></h3><p>On Wednesday, <keyword id="6379262" type="UNKNOWN" weightage="60" keywordseo="Pharmacy">pharmacy</keyword> stocks were rocked by <a href="https://www.businessinsider.com/exclusive-amazon-pharmacy-considering-physical-stores-2021-5">Blake's reporting</a> that <keyword id="18635" type="CITY" weightage="60" keywordseo="Amazon">Amazon</keyword> is considering setting up physical pharmacies.</p><p>It's something that tends to happen every time news breaks about Amazon's pharmacy plans - most recently when the tech giant <a href="https://www.businessinsider.com/amazon-push-into-pharmacy-competition-pharmacies-health-plans-startups-2020-11">unveiled its Amazon Pharmacy brand in November</a>.</p><p>The idea of going into bricks-and-mortar is still just that - an idea. There's no concrete plan yet, <a href="https://www.businessinsider.com/exclusive-amazon-pharmacy-considering-physical-stores-2021-5">Blake reported</a>. </p><p>My curiosity: Could Amazon pick up more of the future pharmacy market through a bricks-and-mortar presence?</p><p>I'd imagine it'll still take a lot to win over customers who've been going to pharmacy giants for years. How much better would the experience have to be? <a href="https://www.businessinsider.com/exclusive-amazon-pharmacy-considering-physical-stores-2021-5"></a></p><h3><a href="https://www.businessinsider.com/exclusive-amazon-pharmacy-considering-physical-stores-2021-5">Read the scoop here&gt;&gt;</a></h3><h3><a href="https://www.businessinsider.com/exclusive-amazon-pharmacy-considering-physical-stores-2021-5">Amazon is weighing a push into physical pharmacies to grab a bigger slice of the $370 billion prescription market</a></h3><h3><a href="https://www.businessinsider.com/jefferies-list-of-biotech-pharma-potential-ma-deal-targets-2021-5"><div type="image" title="A scientist working at Arrowhead Pharmaceuticals" height="2983" width="3978" msid="83062871" hostid="261"></div>Gearing up for a dealmaking summer</a></h3><p>For both <keyword id="2147060" type="PERSON" weightage="60" keywordseo="digital-health">digital health</keyword> and biotech, it seems summer could be a big time for mergers and acquisitions. </p><p>This week, we got the scoop on another digital health deal - <a href="https://www.businessinsider.com/grand-rounds-doctor-on-demand-are-acquiring-included-health-2021-5">Grand Rounds and Doctor on Demand are buying Included Health, a startup that's taking a new approach to LGBTQ-friendly healthcare</a>. </p><p>I'm curious to understand what's driving the "consolidation tsunami," as we're calling it. Is there pressure for digital health companies to do it all? Or is it all about sustaining growth? Send me your thoughts at <a href="mailto:lramsey@insider.com">lramsey@insider.com</a>.</p><p>Meanwhile, <a href="https://www.businessinsider.com/jefferies-list-of-biotech-pharma-potential-ma-deal-targets-2021-5">Allison DeAngelis reports</a> that biotech <keyword id="101447" type="EVENT" weightage="60" keywordseo="MA">M&amp;A</keyword> is set to heat up in the next few months. </p><p>She outlined the <a href="https://www.businessinsider.com/jefferies-list-of-biotech-pharma-potential-ma-deal-targets-2021-5">22 biotechs most likely to be bought</a>, according to analysts at Jefferies. </p><h3><a href="https://www.businessinsider.com/jefferies-list-of-biotech-pharma-potential-ma-deal-targets-2021-5">See the full list&gt;&gt;</a></h3><h3><a href="https://www.businessinsider.com/jefferies-list-of-biotech-pharma-potential-ma-deal-targets-2021-5">Top biotech analysts say M&amp;A is set to heat up this summer. Here are the 22 drug companies that are likely to get bought.</a></h3><h3><a href="https://www.businessinsider.com/pitch-deck-clearing-raise-20-million-in-seed-funding-2021-5"><div type="image" title="Clearing pitch deck" height="998" width="1331" msid="83062873" hostid="261"></div></a></h3><h3><a href="https://www.businessinsider.com/pitch-deck-clearing-raise-20-million-in-seed-funding-2021-5">How founders raise millions</a></h3><p>This week, Megan Hernbroth got her hands on a pair of pitch decks that highlight a fascinating expansion of the direct-to-consumer healthcare market. </p><p>Brightside, <a href="https://www.businessinsider.com/see-mental-health-startup-brightside-series-a-pitch-deck-2021-5">a mental health startup that uses therapy and medication to treat conditions like anxiety and depression raised $24 million,</a> the company said Thursday. </p><p><strong><a href="https://www.businessinsider.com/see-mental-health-startup-brightside-series-a-pitch-deck-2021-5">See the presentation it used to raise its latest round&gt;&gt;</a></strong></p><p>And Clearing <a href="https://www.businessinsider.com/pitch-deck-clearing-raise-20-million-in-seed-funding-2021-5">is trying to make chronic pain management more accessible by going directly to consumers</a>. </p><p>It's been a few years since companies originally started shipping dermatology formulations and prescriptions hair loss treatment straight to patients' doors using virtual care and online pharmacies. Now it seems that startups are going after trickier conditions to treat. </p><p>My big question now: Where will the line be? Can everything be done in a direct-to-consumer way? </p><h3><a href="https://www.businessinsider.com/pitch-deck-clearing-raise-20-million-in-seed-funding-2021-5">Take a look&gt;&gt;</a></h3><h3><a href="https://www.businessinsider.com/pitch-deck-clearing-raise-20-million-in-seed-funding-2021-5">See the presentation a serial entrepreneur used to raise $20 million from Bessemer and Founders Fund for his solution for Americans living with chronic pain</a></h3><h3><a href="https://www.businessinsider.com/wall-street-is-betting-on-primary-care-companies-agilon-and-privia-2021-5"><div type="image" title="woman at doctor's office" height="2000" width="2666" msid="83062874" hostid="261"></div></a></h3><h3><a href="https://www.businessinsider.com/wall-street-is-betting-on-primary-care-companies-agilon-and-privia-2021-5">Wall Street's take on primary care</a></h3><p>There's now a crop of publicly-traded companies focused on primary care, and it's interesting to see where Wall Street thinks they're headed. </p><p><a href="https://www.businessinsider.com/analysts-despite-earnings-stock-price-drop-one-medical-has-potential-2021-5">Analysts for instance think One Medical is poised for a comeback,</a> Patricia Kelly Yeo reports. That's despite the company posting losses in the first quarter that were twice as much as expected. </p><p>Meanwhile, Wall Street's betting big on companies like Privia and Agilon Health. </p><p>These are companies that instead of owning primary care practices work with them to change how the practices are paid. </p><p>The companies' term for what they're doing is "physician-enablement."</p><h3><a href="https://www.businessinsider.com/wall-street-is-betting-on-primary-care-companies-agilon-and-privia-2021-5">Get the full breakdown&gt;&gt;</a></h3><h3><a href="https://www.businessinsider.com/wall-street-is-betting-on-primary-care-companies-agilon-and-privia-2021-5">Why Wall Street is betting on a couple of under-the-radar companies that want to transform how primary-care practices get paid</a></h3><p><strong>More stories we covered this week:</strong></p><ul><li><a href="https://www.businessinsider.com/moderna-covid-19-vaccine-succeeds-in-teens-study-2021-5">Moderna says its coronavirus vaccine is effective in teens</a>, Andrew Dunn reports. The biotech plans to apply in <a href="https://www.businessinsider.com/moderna-covid-19-vaccine-succeeds-in-teens-study-2021-5">early June</a> for an expanded OK.</li><li><a href="https://www.businessinsider.com/home-care-industry-franchises-pulling-out-all-stops-in-hiring-2021-5">Home-care companies are pulling out all the stops to recruit more workers</a>, Kelly reports. That <a href="https://www.businessinsider.com/home-care-industry-franchises-pulling-out-all-stops-in-hiring-2021-5">includes</a> gas cards, company cars, and guarantees of full-time work.  </li><li>Allison had the scoop on <a href="https://www.businessinsider.com/prescription-video-game-maker-akili-raises-160m-series-d-2021-5">prescription video-game startup Akili raising a fresh $160 million</a>. </li></ul><p>- Lydia</p>

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Amazon is considering building physical pharmacies

Lydia Ramsey Pflanzer

What's shaking up the future of the retail pharmacy

Lydia Ramsey Pflanzer

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