Chutes & Ladders: Vendor protest filed against VA-OIT, Teladoc stock touted as ‘best buy’, Treehub ‘founder residency’ launches, AcuityMD raises $80M to near-$1B valuation

This one’s a puzzlement. This Editor was ‘tipped off’ to a bid protest filed against the Department of Veterans Affairs (VA), specifically against the Office of Information Technology (OIT) Industry Day that took place on 27 March. It was found on the Government Accountability Office (GAO) website, filed on 17 April by The Gilchrist Law Firm, PA on behalf of an undisclosed vendor, under the solicitation number for the OIT Industry Day. The update from the source, Orange Slices, a government contract (GovCon) news site, stated that “the vendor” (whoever enters the info into GAO) “made a mistake in their entry to GAO and it has nothing to do with the industry day…” It has still not been fixed on the GAO website on the bid protest page.

Run out and buy TDOC stock! That’s the advice from “Insider Monkey” publishing on Yahoo Finance. In fact the Monkey rates Teladoc “among the best medical AI stocks to buy now”. The article is an overview of the Pineal Capital Management call for $200 million in share buybacks, breaking up the Integrated Care and BetterHelp businesses, and other shareholder friendly cash-generating ‘reforms’ [TTA 3 April]. Teladoc’s 2026 revenue forecast under CEO Chuck DaVita is essentially flat–$2.47 to $2.59 billion versus 2025’s $2.53 billion. This Editor noted a small rise in the stock price in the past month of about 70 cents. There may be some drama around the Q1 earnings report which will be issued next Wednesday (29 April). 

The interestingly named Treehub launches out of Stanford University. It’s designed to bridge the gap between the extreme early stage of a developing healthcare idea or technology, usually out of an academic lab, to where the formed company is fundable. It seems to be a combination of a healthcare tech scout, a venture studio with hands-on support, and an incubator community, with the capital of a venture fund. The Los Altos-based residency program is funded via the AI Health Fund and has some heavyweight names attached to it: Mary Minno, herself a former venture-backed founder now at Google, a brace of Stanford professors, Derek Minno of Point Capital, and two Wojcickis: Anne Wojcicki, founder of 23andMe, as Operating Partner and her mother, Esther Wojcicki, as a Founding Advisor. One wonders how Anne Wojcicki is faring in rebuilding 23andMe’s business and the 23andMe Research Institute; certainly they haven’t been shy about new products such as add-ins of African genetic groups, reconstructing ancestors’ DNA, and genetic predictors for GLP-1 effectiveness (press release list). Treehub release, Mobihealthnews interview with Ms. Minno and Esther Wojcicki, ‘the godmother of Silicon Valley’.

Raises this week so far have been slim. Medical commercial intelligence platform AcuityMD announced a raise of $80 million in a Series C led by existing investor StepStone Group, with additional participation from Benchmark, Redpoint Ventures, ICONIQ, and Atreides Management. Previous investment was $76 million. The company’s valuation is nearing the $1 billion mark at $955 million. AcuityMD’s platform helps medtech companies towards commercial insights that are typically scattered across claims databases, FDA filings, government records, and market signals. The fresh funding will be used to accelerate platform capabilities via AI. The company claims as customers 16 of the top 20 medtech companies and helping to identify $34 billion in pipeline. Release, Mobihealthnews