Expands its subscription ecosystem with eight new health partners

CPO quote

Dheerja Kaur: 'Healthcare is at its most powerful when treatment, data, nutrition and fitness work together towards the same goal.'

Existing partners

• Prenuvo (full-body MRI)
• Eight Sleep (smart mattress)

Investment significance

• Stickier subscriptions: members get discounts or free periods across several brands, so switching costs rise significantly
• Upgraded data loop: Dexcom glucose data, Labs biomarkers and MyFitnessPal diet data combine into a multi-dimensional health data network
• The platform story becomes concrete: from a telehealth business selling drugs to a health and lifestyle subscription platform
• iFIT designs AI training plans specifically for GLP-1 users, so the weight-loss business is starting to build a supporting ecosystem and is not just selling drugs

Partners

Fitness

• iFIT (AI coach, with training tuned specifically for GLP-1 users)
• Ladder (strength training)
• PVOLVE Studios (longevity training method)

Metabolic monitoring

• Dexcom Stelo: FDA-cleared continuous glucose monitor

Nutrition

• HelloFresh (meal-kit delivery)
• Factor (ready-to-eat healthy meals)
• MyFitnessPal (diet tracking)

Women's health

• Natural Cycles (FDA-cleared contraceptive app)
• Flo Health (the world's number one period-tracking app)

Price

$25.37 (+7%, extending the rebound that followed Wells's insider purchase)