Lifers with Christina Farr

Is healthcare safe from the SaaS bloodbath? with Omada CEO Sean Duffy and Stephanie Davis

20 snips
Mar 24, 2026
Guest
Stephanie Davis
Guest
Sean Duffy
Stephanie Davis, healthcare industry analyst who tracks health tech markets and valuations, and Sean Duffy, CEO of Omada Health who builds regulated digital care for chronic disease, debate whether healthcare software is a safe haven in the SaaS downturn. They compare provider-led care to pure SaaS, unpack M&A moves like UHS buying Talkspace, and explore how AI shifts models while keeping humans central to care.
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INSIGHT

Healthcare Is Provider Led Not Pure SaaS

  • Healthcare tech is fundamentally a provider-led platform-as-a-service, not pure SaaS.
  • Sean Duffy explains Omada is a regulated between-visit care provider with clinics, devices, NCQA accreditation and peer-reviewed outcomes.
INSIGHT

Pandemic Froth Masked Service Reality

  • The pandemic boom misled many to value service-heavy health tech as pure software.
  • Stephanie Davis argues most health tech always included large services and install teams, so margins never matched pure enterprise software.
ADVICE

Move From Seat Licenses To Value Pricing

  • Reprice and rethink revenue models to match true delivery economics rather than expecting SaaS margins.
  • Stephanie warns against 'butts in seats' seat-license models and suggests charging for delivered value instead.
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