Medical Technology, Digital Health, Healthcare Policy · long ·
The modularity shift leaves digital health companies without a scaling wedge
Companies developing home rehabilitation technology are increasingly designing their core technology for modularity and scalability, aiming for future expansion from specific pediatric conditions to broader adult musculoskeletal and neuro-rehabilitation markets. Concurrently, reimbursement models for digital home-based physiotherapy devices are leveraging durable medical equipment (DME) codes and integration into tele-rehabilitation packages. This creates a 'modularity-driven expansion squeeze' where companies must design for broad market applicability while simultaneously meeting stringent, condition-specific clinical evidence requirements for regulatory approval and reimbursement in each niche.
Part of the Healthcare & Life Sciences Opportunity Outlook, Korim's monthly analysis of emerging opportunities in this sector.
Part of the Technology Opportunity Outlook, Korim's monthly analysis of emerging opportunities in this sector.