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<td><span style="font-family:Helvetica, sans-serif; font-size:20px;font-weight:bold;">Health Tech | Fierce Healthcare</span></td>
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<td><a href="https://www.fiercehealthcare.com/health-tech/doximity-ceo-calls-2026-ai-investment-year-race-get-ai-front-doctors" style="font-family:Helvetica, sans-serif; letter-spacing:-1px;margin:0;padding:0 0 2px;font-weight: bold;font-size: 19px;line-height: 20px;color:#222;">Doximity inks partnership with Aledade, adds prescribing feature</a>
<div style="font-family:Helvetica, sans-serif; text-align:left;color:#999;font-size:11px;font-weight:bold;line-height:15px;">May 20th 2026, 13:47</div>
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<p><div class="col content" morss_own_score="5.716312056737589" morss_score="137.37599845628202">
<p>Doximity plans to accelerate its spending on artificial intelligence this year as it aims to become a leading AI platform for doctors.</p>
<p>The health tech company plans to up its R&D and compute spend along with more investments in brand marketing and its AI-enabled peer review capabilities, executives said during the company's recent <a href="https://investors.doximity.com/news/news-details/2026/Doximity-Announces-Fourth-Quarter-and-Fiscal-Year-2026-Financial-Results/default.aspx">earnings call</a> for its fiscal 2026 fourth quarter and full year results. The company's 2027 fiscal year began April 1.</p>
<p>The company plans to scale its clinical AI suite, including its ambient notetaking tool Scribe and clinical AI assistant and medical search engine Ask (formerly DoxGPT). </p>
<p>Doximity co-founder and CEO Jeff Tangney called 2026 an "AI investment year" for the company, saying these AI innovations will be strategic growth drivers for the company while acknowledging the increased spend will weigh on near-term margins. "We think that's the right trade. Longer term, we believe AI search alone represents a multibillion-dollar new TAM [total addressable market] on top of the existing pharma marketing budgets we serve today," he told investors and analysts on the recent earnings call.</p>
<p>The company also unveiled plans to begin monetizing its AI-driven search product for pharmaceutical marketers, but management expects "minimal" AI revenue contribution this fiscal year, Tangney told investors on the call.</p>
<p>Doximity is a digital platform for U.S. medical professionals that offers workflow tools such as a telehealth solution, a clinician to patient dialer tool and digital faxing capabilities. Its paying customers include pharmaceutical manufacturers, health systems and medical recruiting firms that use its platform to market their products and services.</p>
<p>Doximity has a sizable reach into the medical community with a network that includes more than 85% of U.S. physicians, and that could give it a distinct advantage as it builds out AI-based physician workflow tools. </p>
<p>The company, which has been in the health tech market for 15 years, sees an opportunity to differentiate its offerings by addressing trust and safety concerns about AI-driven clinical decision support. </p>
<p>The company developed PeerCheck to bring physician verification and peer review to AI-generated answers. PeerCheck embeds physician review into Doximity Ask, Doximity’s evidence-based AI tool, and relies on a network of more than 10,000 medical experts.</p>
<p>Doximity also is expanding its reach to more primary care physicians through a partnership with value-based care enablement company Aledade. Through the partnership, Doximity will integrate ambient notetaking tool Scribe and clinical AI assistant Ask into Aledade Assist, the company's electronic health record overlay.</p>
<p>Aledade works with more than 3,000 primary care organizations across the country that care for more than 3 million patients in value-based care programs/</p>
<p>"Doximity is bringing AI assistants not just to big hospitals, but to small-town family physicians too," Tangney told investors and analysts during the earnings call.</p>
<p>The company also is partnering with Photon Health to to enable in-workflow e-prescribing capabilities. More than 1,000 prescribers have participated in the e-prescribing beta so far with strong uptake in usage, Tangney noted. The tie-up with Photon enables free, end-to-end prescribing built directly into the Doximity platform. </p>
<p>Wall Street seems cautious about Doximity's future growth prospects as shares of Doximity dropped 24% on Thursday following its earnings call. More than 10 Wall Street firms either downgraded the stock, slashed their price targets, or both, The Street <a href="https://www.thestreet.com/investing/stocks/bofa-slashes-doximity-price-target-to-38-amid-downgrade-wave">reported.</a></p>
<p>The company's fiscal year 2027 guidance came in below Wall Street analysts' expectations as Doximity expects full year revenue between $664 million and $676 million, well below consensus estimates near $697 million. Adjusted EBITDA guidance of $323 million to $335 million also trailed expectations.</p>
<p>Perry Gold, head of investor relations at Doximity, also cautioned that pharma marketing budgets remain under pressure as a result of the regulatory environment and macroeconomic uncertainty. Market growth is expected to remain at or below 5% this year, Gold noted.</p>
<p>For the fourth quarter of its 2026 fiscal year, Doximity brought in revenue of $145.4 million, up 5% $138.3 million the same period a year ago. Net income in Q4 was $19.1 million, versus $62.5 million a year ago. Doximity delivered adjusted earnings per share of 26 cents in the fourth quarter, down 31.6% year over year. The figure missed the Zacks Consensus Estimate by 7.1%.</p>
<p>For the 2026 fiscal year, Doximity reported $644.9 million in revenue, up 13% from $570.4 million the prior year. The company reported net income of $196.1 million, down from $223.2 million a year ago.</p>
<p>But Doximity executives are bullish that the AI investments the company is making will boost long-term growth, and Tangney said the company is seeing early returns on its AI build-out.</p>
<p>"Nearly half of all U.S. doctors now work at hospitals that buy our workflow or scheduling tools," Tangney said. "As we become more integrated into their EHRs [electronic health records], we're increasingly a daily use for them. Our benchmark workflow engagement reached over 800,000 unique quarterly active prescribers in Q4, up roughly 30% year-on-year, a significant acceleration from the high single-digit growth we saw a year ago."</p>
<p>Nearly half of those 800,000 providers used Doximity's clinical AI tools in Q3, while the company's prompts per user nearly doubled from January to April, Tangney said.</p>
<p>He added, "We saw record high engagement across our entire platform last quarter as doctors increasingly turn to us to be their AI assistant."</p>
<p>Nine months ago, Doximity <a href="https://www.fiercehealthcare.com/health-tech/doximity-acquires-pathway-medical-63m-bolster-ai-tools-doctors">acquired</a> clinical AI company Pathway and then integrated Pathway's datasets and its AI into its free Doximity GPT product to offer DoxGPT (now Ask). Active users of the company's AI scribe and search tools have tripled, Tangney noted. "Last month, these users averaged 31 queries each, nearly double January's usage," he said.</p>
<p>Currently, 140 health systems have purchased Doximity's clinical AI suite, including seven of the top 20 hospitals, according to the company.</p>
<p>"Over 250,000 prescribers now have access to our clinical AI suite in a single hospital-approved, HIPAA-compliant workflow," Tangney told investors. "The race is on to build the best scribe and search AI for doctors. Our 380-person R&D team is all in to win this, and you'll see a slew of new physician-led features and agents from us in the coming months."</p>
<p>"To put it plainly, we paid $63 million for Pathway AI last summer, and now we're spending against the opportunity it unlocked. This is our AI investment year," Tangney said. "We've long been the largest U.S. physician network. And this year, we're becoming the largest physician AI platform. It's a multibillion-dollar opportunity, and we have the team, the tools and the trust to win. That's the company we're investing to build this year."</p>
<p>Despite the pharma headwinds that Doximity faces and the margin pressure from increased AI spending, William Blair analyst Ryan Daniels wrote that analysts at the investment bank are "optimistic regarding Doximity's competitive positioning in the marketplace, with robust growth in utilization metrics", noting the 30% year-over-year growth in active users. </p>
<p>"Ultimately, we believe continued development of AI-based workflow solutions supports Doximity’s ability to remain a share gainer in HCP marketing. Based on the premarket price, shares are valued at roughly 9 times calendar 2027 adjusted EBITDA, below HCIT peers despite Doximity’s robust free cash flow profile," Daniels wrote in an analyst note.</p>
<p>Doximity also announced new leadership at the company with Matt Sonefeldt joining as Doximity’s new chief financial officer and Steve Zatz, M.D. coming on board as the company's new president.</p>
<p>The AI doctor's assistant market has become increasingly competitive with new startups going head-to-head with legacy players like Wolters Kluwer's UpToDate, a clinical evidence solution that's been on the market for 30 years. Doximity also is competing with OpenEvidence in the AI-driven clinical reference space, and the two companies also are engaged in dueling federal lawsuits, as Business Insider <a href="https://www.businessinsider.com/doximity-openevidence-suing-each-other-as-doctor-ai-war-rages-2025-9">reported</a>.</p>
<p>OpenEvidence sued Doximity in June 2025, alleging reverse engineering of its proprietary AI technology. Doximity countersued in September 2025, accusing OpenEvidence of spreading false information to harm its reputation.</p>
<p>In January, a federal judge advanced claims for both sides, allowing OpenEvidence to pursue computer fraud and contract claims, while allowing Doximity to pursue counterclaims on OpenEvidence’s alleged campaign of misinformation and harassment. OpenEvidence dropped earlier claims of stolen trade secrets, Bloomberg Law <a href="https://news.bloomberglaw.com/ip-law/openevidence-doximity-advance-dispute-over-ai-platform-access">reported</a>.</p>
<p>In <a href="https://www.courtlistener.com/docket/70596804/93/1/openevidence-inc-v-doximity-inc/?utm_source=substack&utm_medium=email">amended counterclaims</a> recently filed as part of its lawsuit, Doximity expanded its allegations, accusing OpenEvidence’s CEO of conducting a smear campaign on LinkedIn against the company. Discovery in the case revealed subpoenas of LinkedIn materials that detail an alleged coordinated advertising scheme built around independent “puppet” news sites and social media pages on LinkedIn used to disparage Doximity.</p>
<p>In a statement to Fierce Healthcare, OpenEvidence founder and CEO Daniel Nadler said “all [Doximity’s] claims are categorically false and flagrant lies intended to misdirect the public from the fact that in this case Doximity is in fact the party being sued by OpenEvidence for attempting to hack into OpenEvidence and steal our algorithm to power their failing competing tool—which says a lot about their confidence in their own failing competing tool, versus in OpenEvidence.”</p>
<p>Regarding the current status of the legal case, Doximity issued the following statement: “OpenEvidence dropped its central trade secrets claims against Doximity in January, reinforcing what we've said from the outset: this case was designed to generate headlines. We believe this pattern reflects a coordinated effort to manipulate market perception. The minor claims they now pursue mirror actions OpenEvidence itself has employed on competitors’ platforms.”</p>
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<td><a href="https://www.fiercehealthcare.com/providers/maven-clinic-launches-dtc-vertical-focused-glp-1s-hormone-care" style="font-family:Helvetica, sans-serif; letter-spacing:-1px;margin:0;padding:0 0 2px;font-weight: bold;font-size: 19px;line-height: 20px;color:#222;">Maven launches DTC vertical focused on GLP-1s, hormone care</a>
<div style="font-family:Helvetica, sans-serif; text-align:left;color:#999;font-size:11px;font-weight:bold;line-height:15px;">May 20th 2026, 13:47</div>
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<p><div class="col content" morss_own_score="5.765749778172139" morss_score="96.51518680138302">
<p>Maven, a virtual provider for women’s and family health, has launched its direct-to-consumer product featuring virtual care, GLP-1s and hormone therapy.</p>
<p>The products are available through cash-pay, including specialty care visits that are pay-per-visit. The goal is to close gaps between prescriptions and follow-ups that GLP-1s and hormone therapies require.</p>
<p>"Hormones affect metabolism, metabolism affects mental health, reproductive history affects all of it," Kate Ryder, founder and CEO of Maven said in a press release. "Women don't experience their health in silos. Maven was built to connect the dots. Now any woman in the country can seek access to GLP-1s or hormone therapy on-demand—alongside the guidance they need to manage these therapies with a nuanced understanding of their own bodies and objectives."</p>
<p>In April, Maven conducted a survey of female patients ages 30 to 60, as well as a survey of healthcare providers treating women in that age group. The surveys aimed to understand the gaps in women’s metabolic and hormonal care today. </p>
<p>Only 19% of women said their hormones are always taken into consideration in care related to their reproductive life stage. And more than half of women suspected two or more of their symptoms were connected to the same underlying issue and had been told they weren’t. </p>
<p>Nearly 75% of providers regularly see patients with overlapping hormonal, metabolic and mental health systems, the Maven survey found, yet only 44% say their training prepared them to connect the dots.</p>
<p>"What women are experiencing is not a series of isolated issues," Janelle Duah, M.D., Maven Clinic's associate medical director, said in the press release. "Hormonal and metabolic health impacts sleep, cardiovascular health, mental health, reproductive health, and overall quality of life. Maven finally gives clinicians the ability to care for women in a way that reflects how women's bodies actually work."</p>
<p>Additionally, of the quarter of women surveyed who have used GLP-1s or hormone therapies, over a third said follow-up was limited or not there at all. At the same time, 4 in 10 providers reported they don't have enough time to adequately support patients after prescribing GLP-1s. </p>
<p>Additionally, more than half of women have been dismissed by a provider, and nearly half reported seeing two or more providers in the past year for care related to their reproductive health. </p>
<p>Half of women in the survey said the single thing that would most improve their healthcare experience is a provider who understands their whole health, and a third said better coordination across their providers would help. Similarly, over a third of providers agreed that a single integrated care model would be the thing that women in this age group need most from the system.</p>
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<p><em>March 11, 2026</em></p>
<h3>Maven Clinic launches DTC vertical focused on GLP-1s, hormone care</h3>
<p>Maven, a virtual provider for women’s and family health, is launching a direct-to-consumer platform in the U.S. </p>
<p>The waitlist is open, with the launch in beta later in March. Starting this spring, Maven’s consumer platform will have three core offerings: virtual specialty care, GLP-1 care and hormone care. GLP-1 care will be a monthly subscription, hormone care will be a one-time fee and all other services will be pay-per-visit. </p>
<p>More pricing details will be shared in May, and Maven will seek payer partners who can bring its care into their networks.</p>
<p>“As consumer health ads have overtaken social media, we've watched hormones get marketed as a panacea without the necessary rigor to personalize hormone care in the way that is most likely to help,” Maven founder and CEO Kate Ryder<a href="https://www.mavenclinic.com/post/maven-opens-our-doors-to-women-and-families-everywhere"> wrote</a> in a blog post on Wednesday. “Personalized care is the only way to do it.” </p>
<p>Adding about GLP-1s, Ryder wrote, “GLP-1 protocols have been similarly complicated by a profusion of one-size-fits-all marketing.” Weight loss drugs are among “the most exciting medical advances,” Ryder wrote, and fundamentally impact metabolic health. </p>
<p>Maven prescribes FDA-approved, brand-name weight loss drugs only, operating under the belief that compounded drugs are less safe. Maven hopes with time and more research, brand-name drugs will be covered across women’s reproductive health. </p>
<p>Within Maven’s fertility benefit for employers, some fertility clinic partners are bringing GLP-1 prescribing in-house because of the impact it has on PCOS. In 2021, about 2% to 3% of PCOS patients were prescribed a GLP-1, Ryder shared. Today, that number is up to 17% to 18%.</p>
<p>Enterprise Maven members already have access to Maven’s core clinical programs, which include fertility and family building, maternity and newborn care, pediatrics and midlife health. Most Maven enterprise members already also have access to hormone support, including visits with menopause-trained clinicians or hormone replacement therapy. With the DTC offering, Maven hopes to build ways for employers to sponsor GLP-1 care on Maven. Employers and health plans will be able to add these offerings for their members starting in 2027.</p>
<p>Employers are spending more on women’s and family health, but that is not always being felt by employees, a recent Maven survey found. Though employers reported a 39% average increase in women’s and family health benefits offered year-over-year, the share of employees who felt their benefits support them “very well” dropped 10% on average. The gap in what’s being offered and what employees are feeling exists because of a lack of thoughtful integration, executives previously <a href="https://www.fiercehealthcare.com/payers/maven-survey-employers-introduce-more-womens-family-health-benefits">told Fierce Healthcare. </a></p>
<p>Eleven years ago, Maven launched as a virtual DTC clinic focused on women’s health. But, as Ryder wrote in her post, “we were too early. It was pre-COVID, and coverage for virtual care was nearly non-existent.” So Maven pivoted, working with employers and health plans and reaching 28 million covered lives globally. The company built high-risk programs and integrated benefits, taking financial risk against fertility and maternity outcomes. </p>
<p>Maven has been continually expanding its offerings. In February, Maven announced a <a href="https://www.fiercehealthcare.com/providers/maven-color-health-team-oncofertility-care-young-adults">partnership</a> with Color Health to expand access to oncofertility care, helping patients of childbearing age going through the cancer journey to understand and preserve their fertility options. Last fall, it <a href="https://www.fiercehealthcare.com/digital-health/maven-expands-maternity-care-wearables-data-nicu-program">expanded </a>its maternity care program with remote monitoring to identify risks earlier and added a NICU program to help babies get home faster. It also rolled out a cycle tracker to Fertility & Family Building members to flag possible irregularities and recommend appointments with a Maven specialist to determine potential underlying diagnoses.</p>
<p>“The future of consumer health won’t just be about more tools,” Ryder wrote in her blog post. “We are paving the way to new clinical models—rigorous, deeply integrated, and accessible to every woman.” </p>
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<td><a href="https://www.fiercehealthcare.com/finance/gho-capital-cbc-group-plan-merge-forming-21b-healthcare-investment-firm" style="font-family:Helvetica, sans-serif; letter-spacing:-1px;margin:0;padding:0 0 2px;font-weight: bold;font-size: 19px;line-height: 20px;color:#222;">GHO Capital, CBC Group to form $21B healthcare investment firm</a>
<div style="font-family:Helvetica, sans-serif; text-align:left;color:#999;font-size:11px;font-weight:bold;line-height:15px;">May 20th 2026, 13:47</div>
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<p><div class="col content" morss_own_score="5.626112759643917" morss_score="55.83444609297725">
<p>London-based Global Healthcare Opportunities and Singapore-based CBC Group announced plans to merge, creating what they called the largest healthcare-focused investment manager, with over $21 billion in assets.</p>
<p>The deal brings together two specialist healthcare investors with more than 200 investment and operating professionals across 13 offices in North America, Europe and Asia-Pacific. These regions collectively account for around 90% of global healthcare R&D spend, the firms said.</p>
<p>The investment firms said in a press release that their combined expansive footprint, network and global connectivity will enable it to capitalize on "high-growth, innovation-led opportunities across the world's largest healthcare markets."</p>
<p>The new combined firm plans to back innovation-led healthcare businesses spanning pharmaceuticals, medical devices, life science tools, diagnostics, healthcare infrastructure and healthcare IT. </p>
<p>The transaction is expected to close in early 2027, subject to customary closing conditions and regulatory approvals. GHO and CBC will continue to operate independently until the deal is completed.</p>
<p>GHO’s portfolio of North American and European healthcare companies will benefit from enhanced access to local insight and operating capability across Asia-Pacific, key growth frontier for many of the firm’s portfolio businesses, the firms said. In parallel, CBC’s portfolio will be enhanced by the global market insight and execution support from an enlarged firm.</p>
<p>Two of the co-founders of GHO and CBC, Mike Mortimer and Fu Wei, will serve as co-chief executives of the combined firm, and senior leadership teams across both firms will remain actively involved in day-to-day management of the new firm. Lady Mireille Gillings, Ph.D., vice chair and co-founder of GHO, and Wei will co-chair the board.</p>
<p>“The combination is about connecting leading healthcare companies and innovations with the world’s largest and most established markets and global pools of capital—by bringing together complementary strengths across Asia-Pacific, North America and Europe,” Wei, currently CEO of CBC Group, said in a statement. “Together, we are building the world’s largest dedicated healthcare investment firm to help accelerate patient access to affordable care, support innovation, and improve efficiency in addressing unmet medical needs by backing our portfolio companies and their management teams as they grow and scale impact.”</p>
<p>"Our vision has always been to back high-growth, innovation-led healthcare opportunities to deliver better, faster and more accessible healthcare. In particular, AI is a fast-evolving force in healthcare and life sciences, and so AI applications in these fields will continue to be a focus moving forward,” Gillings said. “With the Asia-Pacific region accounting for 40% of global healthcare R&D spend, establishing a strong local presence is a natural and highly complementary extension of our strategy.”</p>
<p>The merger will expand the investors' global reach and enable portfolio companies to "compete and win in an increasingly dynamic global healthcare market," Mortimer said.</p>
<p>In October, GHO closed its $2.9 billion Fund IV, growing its total assets under management to $10.5 billion. New investments in 2025 include Avid Bioservices, a contract development and manufacturing organization, Scientist.com, an AI-powered R&D orchestration platform serving pharmaceutical and biotech companies, and FotoFinder Systems, a manufacturer of cutting-edge skin diagnostics and imaging solutions.</p>
<p>CBC Group has $10.8 billion in assets under management, and recent investments include financings for Singapore-based miRNA cancer diagnosis startup Mirxes and Motiva, which produces breast reconstruction technologies. Last fall, it <a href="https://www.fiercepharma.com/pharma/ucb-sells-production-plant-and-clutch-older-meds-china-680m">acquired </a>UCB's mature neurology and allergy business in China.</p>
<p>Existing funds and portfolio companies at each firm will continue to be managed by their respective investment teams, with no changes to investment mandates, governance or ownership, the firms said.</p>
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<p><strong>Forwarded by:<br />
Michael Reeder LCPC<br />
Baltimore, MD</strong></p>
<p><strong>This information is taken from free public RSS feeds published by each organization for the purpose of public distribution. Readers are linked back to the article content on each organization's website. This email is an unaffiliated unofficial redistribution of this freely provided content from the publishers. </strong></p>
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