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Tuesday, 13 January 2026
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Can AI im­prove clin­i­cal drug de­vel­op­ment as much as it has pre­clin­i­cal re­search?
Healthcare’s new competition
I’m going to go out on a limb and say the last place a business would want to be is going toe to toe with OpenAI. But that’s exactly where some digital health companies have found themselves now that the AI giant is bringing ChatGPT to health systems.
OpenEvidence, UpToDate, Atropos Health – they all arm doctors with medical evidence to help them make decisions. But what happens to them if docs can simply ChatGPT it? I put the question to them, and they generally brushed it off. 
“Why should it?” said Nigam Shah, cofounder of Atropos, when I asked if ChatGPT for Healthcare scared him. OpenAI and now Anthropic have commoditized using AI to search sources like medical journals, he said. But Atropos, which generates real-world evidence from clinical data, stands apart because of its hundreds of millions of patient records, he said.
“None of these guys, OpenAI or whoever, have that asset. What they have is things that are on the public Internet,” Shah said.
OpenEvidence founder Daniel Nadler said he’ll come out on top because his company has concentrated narrowly on the healthcare industry, whereas OpenAI is broad.
“It would be like asking if CNN was going to dislodge CNBC when CNN started occasionally showing a stock ticker,” Nadler said. “As CNBC and its viewers know well, there is always more to it than that. Focus wins.”
Meanwhile, Peter Bonis, chief medical officer at Wolters Kluwer Health, which owns UpToDate, said trustworthiness is what sets the tool apart. There’s still plenty of risk in large language models: They can hallucinate, provide inconsistent responses or not incorporate a patient’s specific context. UpToDate uses editors and thousands of active clinicians to carefully curate medical information (as opposed to throwing everything on the Internet at the user); AI is layered on top of that human curation, Bonis explained.
That’s a lot of protesting. I’m still skeptical that these companies will end up unscathed from OpenAI competition.
Who’s to say OpenAI won’t strike a deal to get access to a trove of patient records or integrate with the EHR? It could be only a matter of time before ChatGPT for Healthcare becomes as ubiquitous as it has in consumer households across the US. 
That’s not to say it’ll be the only tool doctors use in practice. John Brownstein, chief innovation officer at Boston Children’s Hospital, one of the health systems rolling out OpenAI’s new enterprise tool, said there will be different tools for different purposes. At his system, clinicians use OpenEvidence, UpToDate, an internal AI tool based on OpenAI’s tech, and soon, ChatGPT for Healthcare. He said Boston Children’s is planning to continue investing in the internal tool, despite the new OpenAI offering.
“We don't know how this is all gonna shake out. There is a world where physicians might have a preferable tool. There's a world in which the tool will work for different types of use cases. I don't think it's going to be a singular AI tool.” 
- Shelby 
Here’s what’s new
Novo Nordisk CEO says pharma can learn from telehealth companies selling compounded drugs
Phar­ma has much to learn from the sur­pris­ing boom of tele­health sales of obe­si­ty drugs, No­vo Nordisk CEO Mike Doust­dar said at the End­points at #JPM26 event on the side­lines of the an­nu­al JP Mor­gan Health­care Con­fer­ence on Mon­day.
Exclusive: Genentech CEO says switch from one of the largest PBMs will save the company millions
Genen­tech is shifting from one of the largest drug ben­e­fit plans to pri­vate­ly-held Rightway, which is expected to save the Roche sub­sidiary about $70 million through 2028, the com­pa­ny's CEO told Endpoints News. Genentech is at least the second large pharma to sign onto the pharmacy benefit startup.
Walmart makes tepid return to healthcare
Wal­mart has start­ed con­nect­ing cus­tomers to vir­tu­al care com­pa­nies, less than two years af­ter the re­tail gi­ant shut­tered its in­ter­nal tele­health and pri­ma­ry care busi­ness.
OpenAI brings ChatGPT to hospitals on the heels of launching consumer health tool
Ope­nAI on Thurs­day an­nounced Chat­G­PT for Health­care, a move that gets the wide­ly used AI tool in­to hos­pi­tals and health sys­tems.
Bouncing back
A chart shows digital health funding and deal count by year since 2015
Digital health startup funding hit $14.2 billion in 2025, Rock Health reported on Monday. It’s the most tallied in a year since 2022 coming off pandemic-era funding highs. But the funding did come with the caveat that fewer companies are receiving that investment than in recent years — deal count dropped by 5% from 2024, according to Rock Health.
This week in health Тech
Anthropic on Sunday launched Claude for Healthcare, expanding the work it’s doing with life sciences companies into tools for providers, insurers and consumers.
Andreessen Horowitz raised a new $15 billion fund, $700 million of which is earmarked for the firm’s Bio + Health team. The prolific venture firm (recent health tech investments include Truemed and Aaradigm) now has $90 billion under management.
Healthcare staff safety company Canopy raised $22 million. 111° West Capital and ACME Capital led the Series B round.

The House of Representatives voted to extend ACA subsidies for three years on Thursday. Even so, it’s unlikely the subsidies extension will get past the Senate. 

CenterWell Pharmacy, a part of Humana, launched an employer program for obesity medications as interest in creating direct-to-employer programs for these medications heats up. “I think the direct-to-patient model fills a lot of current gaps, but I think the direct-to-employer model is actually a more sustainable model,” Bethanie Stein, president of Humana’s pharmacy business, including CenterWell, previously told me.
Value-based payment enabler Wellvana hired Jim Murray, the former CEO of primary care chain VillageMD, as president and CFO.

eMed Population Health, the GLP-1-focused virtual care platform led by former X CEO Linda Yaccarino, named football star Tom Brady as its chief wellness officer. “With Tom, we are accelerating our mission to offer a differentiated solution for the future of workplace health," Yaccarino said in a news release. 

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