Investing in Medical Data

Very thoughtful article on investing in medical data.

Fifteen years ago, I indentified data businesses as good place for venture capital investing. Being located in New York, I found investing in core technology to be hard. Data businesses had similar return characteristics and there were a lot more of them in places I could get to easily.

And I identified three areas that I thought were particularly interesting; financial data, marketing data, and medical data.

and

But HIPAA has set the rules. And my experience in the marketing data world suggests that once the rules are set, the data starts to flow. The absence of rules is a bigger deterrent to data moving because nobody wants to do anything wrong. Now with the rules set, data is going to flow.

Very thoughtful. I aspire to be this articulate about our investment thinking.