Key Takeaways OWLT posted record Q3 growth, 50% gross margins, and its first quarterly operating profit.The FDA-cleared Dream Sock helped OWLT grow to 85K subs, with global expansion underway.MASI boosted Q3 margins by 450 bps and returned $350M via buybacks, but growth remains modest.Remote and continuous patient monitoring is moving from a niche capability to a core pillar of modern healthcare, driven by aging populations, staffing shortages, and a push toward data-driven care both inside hospitals and at ...

Core Insights - Heald has appointed Dr. Sunita Mishra, former Chief Medical Officer of Amazon Health Services, to its Advisory Board to guide its expansion into employer, provider, and health system markets [1][2] Company Overview - Heald is a human-led, tech-enabled health platform focused on reversing Type 2 Diabetes by addressing root causes such as nutrition, movement, sleep, and stress [9] - The company connects individuals with smart devices and a multidisciplinary clinical team to provide real-time insights and personalized coaching [9] Market Context - Over 38 million Americans (14.7% of U.S. adults) have Diabetes, with nearly 100 million adults having prediabetes, leading to over $400 billion in annual healthcare costs [6] - Employers face a projected $90 billion annual burden from Diabetes-related absenteeism and drug spending, with GLP-1 drug costs approaching $12,000 per member per year [6] Strategic Initiatives - Heald is expanding its reach through an outcomes-based pricing model, ensuring organizations pay only for verified health improvements [4] - The company’s approach integrates continuous glucose monitoring, smart devices, and a dedicated clinical team to empower participants in making sustainable health changes [7] Performance Metrics - Participants in Heald's program have achieved an average weight reduction of 15 lbs and a 3% decrease in A1C levels, with nearly 98% reducing medication usage [3]