Possible scenario
Valuation Haircut Accepted
27% Chance
Public-market investors support the listing but reject the private-market valuation implied by earlier funding rounds. DayOne still completes the IPO, but the deal reinforces discipline around revenue quality, margins and reimbursement durability.
Secondary impacts
- Healthcare -0.5%
- Technology -0.3%
- Finance -0.2%
Tickers
- TDOC-1.9%
- HIMS-1.6%
- DOCS-0.6%
Portfolio impact
S&P 500-0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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