The healthcare landscape is undergoing a fundamental shift. For decades, a hospital-centered model has compressed complex, chronic conditions—such as hypertension, kidney disease, diabetes, and heart failure—into short, episodic office visits. This disconnect is failing millions of people living with long-term illnesses. Yet a new model is already taking root, one poised to redefine the healthcare system itself.
A new “personal care” model is emerging. The explosive growth of GLP-1 medications, direct-to-consumer healthcare platforms, and wearable technology signals a system that no longer treats individuals merely as “patients” who periodically interact with healthcare. Instead, people are acting as consumers—many preferring to operate outside the traditional system altogether, or at minimum demanding a complete reimagining of what it delivers in daily life. This transition is well underway. Consider the rapid adoption of GLP-1s: the market has quadrupled since 2024. The scale and velocity resemble the launch of a new consumer product far more than a traditional pharmaceutical rollout.
To succeed, the healthcare system must fully adopt consumer-centered product design, addressing the scale, accessibility, and everyday usability the market is now revealing. The move from reactive care toward lifelong prevention is an imperative—driven both by the benefits of preventing chronic disease and by consumer demand.
For people living with these conditions, the appeal is clear: a consumer-focused system offers continuous, personalized care designed to keep them healthy, rather than fragmented care that only intervenes when problems arise. The real challenge is not convincing consumers—it is building the infrastructure to support them. Ultimately, this comes down to a simple market force: price times quantity (PxQ).
When a health solution delivers clear daily value to 100 million people, the economics of scale become transformative, leaving traditional episodic healthcare behind. To see how this model is actively dismantling legacy care, consider three players laying the groundwork for a consumer-first future: a wearable data engine (Oura Ring), a digital prescribing highway (Hims & Hers), and a direct-to-consumer pharmaceutical pipeline (Lilly Direct).
Consider the Oura Ring. The company is evolving its value proposition to meet rising demand for continuous, personalized care. What began as a sleek lifestyle accessory is transforming into an outcomes-driven health data engine. It is a significant new idea. By blending consumer trends like fitness tracking with genuine clinical utility, Oura is betting that people will buy the ring not simply because it looks good, but because it measurably improves their lives. Oura is far from alone in recognizing the appetite for outcomes-driven wearables. Apple, Fitbit, Garmin, and others are capitalizing on the same trend. Together, they point to a broader paradigm shift. Continuous, passive health monitoring is redrawing the line between consumer technology and clinical care, showing that the future of chronic disease management will be worn on the body—not waited for in a clinic.
Consumer access to therapies reflects this same paradigm shift. Consider Hims & Hers or Ro. Within this reimagined health system, these companies provide new infrastructure for access and prescribing. Viewed in isolation, they resemble online GNC stores, traditionally focused on fitness supplements. Yet GLP-1 engagement has demonstrated that efficient, scalable prescription management and supply infrastructure benefits far more health and care-related categories. The eventual winners of this modern infrastructure may not be these exact companies, but their breakthroughs in reaching, retaining, and growing value for their user base are instructive. They represent the “roads and pipes” component of a scalable global personal care system.
Finally, Lilly Direct illustrates what happens when a pharmaceutical giant connects modern distribution to the massive scale of chronic disease. Driven by unprecedented GLP-1 demand that legacy healthcare could not handle, Eli Lilly transformed its go-to-market model, helping fuel its rise as the world’s first trillion-dollar pharmaceutical company. What began as a telehealth and home-delivery pilot quickly expanded into partnerships with platforms like Amazon, direct cash-pay options, and enterprise models serving over a million direct monthly users. More importantly, by bypassing traditional pharmacy benefit managers (PBMs) to build a parallel supply chain, Lilly completely disrupted the pharmaceutical “last mile.” In doing so, the company redefined the first mile of patient access, proving that when middleman friction is removed, life-changing care can scale at consumer speed.
The growth of Oura, Hims & Hers, and Lilly Direct makes clear that a new, consumer-driven healthcare model is emerging. Still, this transition is in its early stages. The pipeline beyond these initial products represents further opportunity for differentiation—and competitive market dynamics shaped by consumer sentiment. Ultimately, this will give patients more decision-making power over their healthcare than ever before. Physicians’ roles will evolve, as will the businesses they operate with and for.
The winners in this new era will be those who understand and adapt to the preferences of the new health consumer. After two decades of escalating costs and limited positive change, consumers of the future healthcare system will expect different experiences, demand different outcomes, and require different solutions, delivery models, and physician archetypes. This will be disruptive, as any dramatic shift involving a $6 trillion industry inevitably is. As innovators shape a future system driven by consumer sentiment and demand, we can harness that force to build a system that cares for people through a modern, preventive personal care model. When healthcare finally meets consumer demand, we will not just treat sickness better—we will stay healthier by design.
Photo: Andriy Onufriyenko, Getty Images
Jack Stockert, MD, is a Managing Director at Health2047. He is passionate about driving system-level change through collaboration and innovation to improve the way people live and the way physicians practice in the healthcare system. Jack’s experience as a physician, combined with his strong analytic capabilities and a healthcare system view that was refined at McKinsey & Company, delivers a broad skillset and contextual depth of understanding of the challenges and opportunities in healthcare. Jack also has entrepreneurial experience building a venture-backed company, HealthEngine, global health exposure working at the WHO, and financial and investment experience at Morgan Stanley. He received his medical degree from the University of Chicago Pritzker School of Medicine and his MBA from The University of Chicago Booth School of Business. He earned his AB, with honors, from the University of Chicago.
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