The signal
The first wave of digital therapeutics companies struggled because insurers wouldn’t pay for them, and several failed. Newer products are returning with stronger evidence and, in some countries, clearer payment rules.
Where it could lead
Software can deliver treatment cheaply and at scale. If payment problems are solved, it could expand access to care for conditions where there aren’t enough clinicians.
Evidence that would strengthen the case
- Insurers and public health systems routinely reimburse prescribed apps
- Doctors prescribe them as a normal treatment option
- Large studies confirm lasting results
What could prevent it
- Reimbursement stays unclear and companies can’t earn a living
- Patients stop using the apps after a few weeks
- General AI health apps make prescribed software unnecessary