Alexa, call the doctor?

Looks like Amazon is making a pretty significant foray into primary care telemedicine this summer. Market might have been primed a bit by the pandemic getting people used to virtual visits.https://t.co/v85f4J1Em0

— Sarah Kliff (@sarahkliff) March 17, 2021

I’ll add here that interestingly, Apple did something similar with AC Wellness and did not choose to expand the offering. Amazon may be only major tech co that wants to get into the business of actual care delivery.

— Christina Farr (@chrissyfarr) March 17, 2021

I had been reporting on Amazon Care from the start & a lot of folks reacted with skepticism. Now, we’re seeing a nationwide rollout in a few years. Amazon doesn’t typically just do things for its own employees w/o an intention of massive scale... https://t.co/YoybNjxrzL

— Christina Farr (@chrissyfarr) March 17, 2021

Healthcare's been waiting (& fearing) entry of @amazon into "our space." Now Amazon Care represents biggest foray into virtual care at scale. Many digital giants have failed at "disrupting" healthcare (incl. Amazon's Haven) but I wouldn't bet against this. https://t.co/qMzsp3CBII

— Bob Wachter (@Bob_Wachter) March 17, 2021

Amazon is so good at turning cost centers into revenue generators. Now doing it with employee healthcarehttps://t.co/Qi5Ro72mHF

— Sam Toole (@Samdtoole) March 17, 2021

This move by $AMZN should not surprise anyone who’s been paying attention.

Public telehealth appointments are next, possibly as a benefit for Prime customers at a lower cost than non-members.

I have no plans to sell $TDOC. https://t.co/A99nafj2bm

— Jessica Ablamsky (@jablamsky) March 17, 2021

Amazon is expanding Amazon Care telehealth service nationally for its employees and other companies https://t.co/kEWoqJDD21

— CNBC (@CNBC) March 17, 2021

I suppose you could say the cat's out of the Prime box. https://t.co/pxUeSHpd1G https://t.co/2b8abh0aDq

— Erin Brodwin ⚡ (@erbrod) March 17, 2021

Looks like Teladoc is down on the news. In the past, snap judgements like this have made for pretty interesting buying opportunities, but I've also learned not to underestimate Amazon. Holding off on adding to Teladoc... for now. $TDOC $AMZNhttps://t.co/4aZ0nAXLsy

— Paul Essen (@paul_essen) March 17, 2021

こちらが元記事。最近の遠隔医療界隈がよくまとまってる。

昨年： $TDOC と $LVGO が合併
先月： $CI （Cigna）がMD Liveを買収
先週： G​​randRoundsとDoctorOn Demandが合併。
（https://t.co/txiksNnMhY）
そして $AMZN も参入と。まさに群雄割拠！合従連衡！https://t.co/ELKdeCg3CT

— ろみ@デジタルヘルス×米株? (@uni_bun) March 17, 2021

Amazon、2年前より実証実験中の遠隔診療サービスであるAmazon Careを50州の労働者向けに今年の夏に提供することを公表。メドレーはもちろんこと、テラドックをはじめとした国内外の遠隔診療サービスは駆逐されるのか？ピルパックも買収してるので、薬も届けること可能。 https://t.co/ymgpDgHfHy

— 山田創?MR転職コンサルタント (@So_Yamada_) March 17, 2021

$TDOC about to have to call $TDOC for some mental health here.$AMZN wakes up each morning "Hmm should we take over Telecom next week hehehe" https://t.co/YTNZm2Fx6z

— ?? Avi ?? (@AviNMash) March 17, 2021

$TDOC 買い場到来❗️
ボーナス入るまで下げたまま待ってて? https://t.co/SRkV6VfCip

— しゅー?製薬×米国株 (@SU_pharma) March 17, 2021

Amazon will offer its health services to other companies https://t.co/x7CoQr8d69 pic.twitter.com/lrcJ5hWpzt

— The Verge (@verge) March 17, 2021

If @amazon wants to treat you medically, RUN https://t.co/eHmLCmVvye

— Jordan (@JordanChariton) March 17, 2021

TDOCのモメンタムが切れているところに、AMZNの遠隔医療への本格参入のニュースが飛び込んできて、TDOCが急落。?

その間、ARKは淡々と買い増している。盲目的に信用するのは危ないけど、ARKの情報収集能力は諜報機関並みなんですよね。しばらく様子見るか…。$TDOC $AMZNhttps://t.co/QfXStAXN13

— ケイタ@米国株投資??? (@marketlucky7) March 18, 2021

Amazon will expand its Amazon Care on-demand healthcare offering US-wide this summer https://t.co/v1qb4IXydz @techcrunchより

・・遠隔治療のAmazon Careが、今年の夏、サービス範囲を全米に広げる。

— arayashiki(β) (@arayashiki_b) March 17, 2021

Amazon will offer its health services to other companies https://t.co/VetwRI8o4m pic.twitter.com/qtcFopb714

— The Verge (@verge) March 18, 2021