Latest / MATCH B2B INSIGHTS / Healthy.io’s Kidney Test GTM Playbook
Transcript
- 0:00Welcome to MATCH B2B Insights - the podcast where we break down what really
- 0:05drives B2B growth: business pain,
- 0:08personal risk, and messaging that creates meetings,
- 0:11not just clicks.
- 0:13I'm בני פלומן, joined by Brian Newman and Brenda,
- 0:17and in this episode we're diving into the Healthy.
- 0:17io case - a company
- 0:21that made a highly unusual GTM move: instead of just selling a medical
- 0:26product, it built a model that connects directly to money,
- 0:29pain, and the people who actually pay for the problem.
- 0:32I want to start with the part most medtech teams skip: the product itself.
- 0:37Because with Healthy.
- 0:37io, if you don't understand what happens at home,
- 0:42with the phone, and with the sample,
- 0:44none of the GTM logic really makes sense.Exactly.
- 0:48Most people start this story at the boardroom level -- payer strategy,
- 0:53partnerships, CEO changes, all of that.
- 0:56But the real unlock starts with a very concrete workflow.
- 0:59Healthy.
- 0:59io's Minuteful Kidney test is an at-home urine test.
- 1:04The patient collects a urine sample at home,
- 1:07uses a smartphone camera with app guidance to process the test,
- 1:11and then gets a result that can be routed into care.
- 1:14That matters because it shifts kidney screening from a clinic event to
- 1:18a patient routine.And that phrase,
- 1:21"patient routine," is doing a LOT of work.
- 1:24Because this isn't just, what,
- 1:25telehealth for labs.
- 1:27It's not a video visit and a PDF.
- 1:29It's a diagnostic workflow that starts at home and still ends in clinical
- 1:33action.
- 1:33Right.
- 1:35And the FDA-cleared piece is critical here.
- 1:38By early 2024, Healthy.
- 1:38io had FDA clearance for the Minuteful Kidney
- 1:44test -- the first smartphone-based at-home urine test cleared for home
- 1:48use.
- 1:49So now we're not talking about a wellness gadget.
- 1:52We're talking about a regulated diagnostic workflow designed to detect
- 1:56risk earlier, before the patient ends up much later in a more expensive
- 2:00stage of kidney disease.So let me try to explain it
- 2:03back.
- 2:03The product story is not "we made kidney testing digital." It's more
- 2:09specific.
- 2:10It's "we made the act of screening simple enough to happen at home,
- 2:10guided enough to be usable, and structured enough that the result can
- 2:10actually trigger care."
- 2:20Is that fair?That's much closer.
- 2:23I'd sharpen one word: ROUTED.
- 2:25Because a lot of health tech dies in the gap between test completion
- 2:29and clinical follow-up.
- 2:30Healthy.
- 2:30io's story only works if the result doesn't just exist -- it
- 2:35moves into a care pathway.
- 2:36That's why the product is the story.
- 2:38The GTM works because the product solves a logistical problem,
- 2:42not just a clinical one.And from a business development
- 2:45angle, that explains why the message lands differently.
- 2:48If I hear "home urine test," I might think consumer diagnostic.
- 2:52If I hear "FDA-cleared home-based kidney screening workflow that helps identify
- 2:52patients before dialysis-level cost,"
- 3:01now I'm hearing operational value.
- 3:01Before dialysis-level cost -- that's
- 3:07the tension, right there.
- 3:08Because once you say that, you're not really selling convenience anymore.
- 3:12You're selling intervention timing.Exactly.
- 3:16And this is where Healthy.
- 3:16io made the move that almost no Israeli medtech
- 3:21company makes early enough.
- 3:23They did NOT build their commercial story around the user channel.
- 3:26They didn't say, "Hospitals use this, so hospitals are the buyer." They
- 3:31didn't say, "Patients take this at home, so let's sell direct to consumer."
- 3:35They asked a harder question: who pays when chronic kidney disease is
- 3:39missed?
- 3:39And the answer was not subtle.
- 3:43Medicare spends 114 billion dollars a year on chronic kidney disease.
- 3:49One hundred and fourteen BILLION.
- 3:52That's the number that changes the room.And when you
- 3:56say 114 billion, the obvious follow-up is: who inside an organization
- 4:01actually feels that number?
- 4:02Because "payer" sounds neat on a slide,
- 4:04but in real life it's fragmented.
- 4:04Correct.
- 4:07"Payer" is not a buyer.
- 4:09It's a system of buyers.
- 4:10Population health leaders care because undetected CKD means worse outcomes
- 4:15across a member base.
- 4:16Medical directors care because the screening model has to make clinical
- 4:20sense and fit standards of care.
- 4:22Finance cares because late detection is expensive.
- 4:25Procurement cares because eventually this becomes a vendor decision with
- 4:29terms, risk, implementation, and compliance.
- 4:33Same product.
- 4:35Four different internal conversations.Which is where
- 4:35a lot
- 4:39of founders get lazy, honestly.
- 4:41They think one deck is enough.
- 4:44But the population health person is not buying the same thing as procurement.
- 4:49Even if the contract is the same contract.
- 4:49Yes -- and this is where enterprise
- 4:54selling gets very unromantic, very fast.
- 4:57UnitedHealthcare, Humana, Blue Cross Blue Shield,
- 5:00Clover Health -- those names matter because they tell you Healthy.
- 5:00io
- 5:04wasn't chasing applause.
- 5:06They were chasing institutions with both budget and pain.
- 5:09The user was the patient.
- 5:11The economic buyer was the payer.
- 5:14Huge difference.And a very practical one.
- 5:17Hospitals may appreciate the technology,
- 5:20but hospital sales cycles in medtech can drag for eighteen months or
- 5:23more.
- 5:24Consumers may like convenience,
- 5:26but acquiring them out of pocket is expensive,
- 5:29and many won't pay for a test they think their physician should order.
- 5:32Healthy.
- 5:32io stepped around both traps.
- 5:35They went to the channel that directly absorbs the cost of untreated
- 5:39disease.
- 5:39So the commercial lesson is almost brutal in its simplicity: don't
- 5:46sell to the person who touches the product.
- 5:48Sell to the organization that bleeds when the problem continues.[short
- 5:54pause] Exactly.
- 5:54And in CKD, the bleeding is financial before it is visible operationally.
- 6:00That's why the payer says yes sooner than the end user would.
- 6:05Now, here's the part audiences usually romanticize.
- 6:07They hear the strategy and think,
- 6:09great, payer motion.
- 6:10Done.
- 6:12No.
- 6:12This only works if you can repeatedly reach the right people in the right
- 6:16accounts, build enough credibility to stay in the conversation,
- 6:19and survive a long, layered contract cycle.
- 6:22Strategy is the first ten percent.
- 6:22The "layered contract cycle" piece
- 6:27is important.
- 6:28Because one meeting with a medical director is not progress if finance
- 6:32never sees the model, and procurement never validates the vendor,
- 6:36and nobody internally champions rollout.Exactly.
- 6:40Success here is not "we got a meeting." Success is a SYSTEM.
- 6:45Targeted account selection.
- 6:46Stakeholder mapping inside each payer.
- 6:49Repeated outreach, not one-shot outreach.
- 6:52Assets that create trust -- clinical proof points,
- 6:56implementation logic, outcome framing.
- 6:58Then disciplined follow-up long enough to keep momentum while the buyer
- 7:02organization moves at buyer speed.
- 7:02And buyer speed in healthcare can be
- 7:06painfully slow.
- 7:07Which is why I think the January 2024 CEO move is interesting,
- 7:13but not for the headline reason.
- 7:14Yes, Geoff Martin came in as CEO,
- 7:17with prior roles at Olive and GE Healthcare's Partners group,
- 7:20while founder Yonatan Adiri moved into the President role.
- 7:23Fine.
- 7:24Important.
- 7:25But leadership changes don't rescue a weak commercial system.
- 7:29They scale or refine the system that already exists.So when
- 7:34people point to the 190 million dollars raised or the 1 million patients
- 7:39served by early 2024, you're saying those are not just product validation
- 7:44numbers.
- 7:45They're evidence that the go-to-market engine had enough durability to
- 7:50keep converting interest into actual adoption.
- 7:50Yes.
- 7:54Those numbers matter because they suggest repeatability.
- 7:57One million patients is not a clever pilot.
- 8:00That's operational follow-through.
- 8:02And then in April 2025, the acquisition of Labrador Health to launch
- 8:08the first quantitative at-home ACR test in 2026 -- that tells me they
- 8:14were extending the model, not just celebrating the first win.[questioning
- 8:18tone] Let me push on that.
- 8:18Couldn't someone say, well, of course they could extend the model --
- 8:22they already had money, brand, partnerships?
- 8:22They could.
- 8:26But money does not solve message-market mismatch.
- 8:29Brand does not solve stakeholder confusion.
- 8:32Partnerships do not solve weak account penetration.
- 8:35The reason this case is commercially useful is that the machine appears
- 8:39aligned: the product is clear, the buyer is clear,
- 8:42the economic pain is clear, and the outreach probably kept showing up
- 8:46long after the first "not now." Which is the least glamorous sentence
- 8:51in B2B...
- 8:52and maybe the most profitable.
- 8:53"Kept showing up after not now."I'm writing that one
- 8:59down.So if we translate Healthy.
- 8:59io into a business development
- 9:03framework, the sequence is very clear.
- 9:06First, define the ICP around the organization that owns the pain,
- 9:10not the user who touches the product.
- 9:12Second, build pain-based messaging that explains the product in operational
- 9:17terms, not just technical features.
- 9:19Third, map the stakeholder set inside the account -- clinical,
- 9:24operational, financial, procurement.
- 9:26Fourth, run an outreach system that gets in front of those people repeatedly
- 9:31and coherently.
- 9:31And that last part is the part Match B2B talks about all
- 9:36the time: strategy only matters when it becomes meetings,
- 9:41pipeline, and revenue.
- 9:42Otherwise it's just a smart document in a shared drive.Yeah,
- 9:47and I want to underline "coherently." Because a lot of teams do outreach,
- 9:51but it's fragmented.
- 9:52One message to one person, no sequencing,
- 9:55no account view, no proof, no follow-up rhythm.
- 9:59Then they say the market is slow.
- 10:01The market may be slow.
- 10:03But usually the system is weak.
- 10:03That is the core message.
- 10:07Healthy.
- 10:07io did not win because they had a clever product alone.
- 10:11They built, or at least operated through,
- 10:14a system that turned strategy into meetings -- and meetings into qualified
- 10:18conversations with the people who could actually sign.
- 10:20That is the bridge too many B2B companies still do not build.
- 10:26So the hard question for any founder listening is not,
- 10:29"Do we have a great product?" It might even be not,
- 10:33"Do we have FDA clearance?" The harder question is: are we explaining
- 10:38this product in a way that makes the economic buyer care,
- 10:41and are we building the machine that gets that explanation in front of
- 10:45them often enough to matter?
- 10:45Because if the answer is no,
- 10:49then what you have is potential.
- 10:51Not pipeline.
- 10:51Without a system,
- 10:54even the best product stays stuck in potential.
- 10:54That's the episode.
- 10:58Thanks, בני פלומן.
- 10:59Thanks, Brian Newman.
- 10:59Always good.
- 10:59Let's leave it there.
- 11:04Thanks everyone