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Morgan Stanley estimates that Apple has an opportunity in healthcare of anywhere from $15B to $313B by 2027. Seems like they are hedging their bets there, but the report does indicate what opportunities might lead to different outcomes.

“We believe the shift to consumer-centric healthcare requires empowering the consumer and changing consumer behavior,” the report states. “Many large tech platforms rely on maximizing consumer experience and engagement. As a result, they’ve developed a deep understanding of net promoter scores (NPS) and user conversion. We’d argue that technology companies are better equipped to influence the consumer than healthcare companies.”


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