Livongo Health Inc.专注于糖尿病和高血压等慢性病,但根据RBC资本市场的说法,它实际上是 "一家穿着医疗保健外壳的科技公司"。上市一年以来,Livongo被拿来与Zoom Video Communications Inc.和Crowdstrike Holdings Inc.等以软件为服务重心的公司相比较。分析师Sean Dodge表示,这家关注健康领域数字公司正越来越多地被作为一家科技公司来估值。鉴于其巨大的市场潜力、迅猛的营收增长和扩大规模的能力,这是有道理的。自2019年7月上市以来,Livongo的股价已经上涨了270%。其中大部分涨幅是自3月份COVID-19大流行爆发后发生的,在其强劲的营收和疫情期间对远程患者提供监测服务的需求下,Livongo股票暴涨,目前市值已超过100亿美元。
Livongo Health Inc. may focus on chronic conditions like diabetes and high blood pressure, but it’s really “a tech company in healthcare clothing,” according to RBC Capital Markets. One year since its public debut, Livongo is fetching comparisons to software-as-a-service names like Zoom Video Communications Inc. and Crowdstrike Holdings Inc. Analyst Sean Dodge said the digital health company is increasingly being valued as a tech company, and it’s warranted given its significant market potential, blistering revenue growth and ability to scale. Livongo shares have risen 270% since the company went public in July 2019. Most of that advance has taken place since March amid strong revenue and demand for remote patient monitoring services during the pandemic. The market value now exceeds $10 billion. source