From: jeffrey E. <jeevacation@gmail.com>
Sent: Friday, November 3, 2017 9:25 AM
To: Masha Drokova
Subject: Re:

intrested in mony

=br>
On Fri, Nov 3, 2017 at 3:18 AM, Masha Drokov=
wrote:

what is investor type btw? =hat is one main quality for investor?

<=iv>On Nov 2, 2017, at 9:53 PM, jeffrey E. <jeevacation@gmail.com <mailto:jeevacatio=@gmail.com» wrote:

=/div>

He is not an in=estor type . He is s partner at a firm but used to be at Microsoft. =ust use him for advice

On Thu, No= 2, 2017 at 11:13 PM Masha Drokova <> wrote:

Thank you for=the comprehensive feedback Steven.

For me the main value is that the system is a= order of magnitude cheaper than existing technologies, premised on levera=ing data to help users see what daily elements are affecting their blood s=gar, and predicting dangerous highs and lows before they happen so they ca= take actions beforehand. To date, their beta app has lowered blood sugar averages i= over 55% of users 2x better than the world's most prescribed diabetes=drug, Metformin. Which means that with the help of the date diabetes would=need to use less drugs. However I'd agree on complexity of regulations and satur=tion on the market.

I run Day One Ve=tures fund and based in San Francisco. I'd be happy to connect in pers=n sometime to learn about about your experience and tell about our investm=nts and opportunities I see.

wrote:

O= Nov 2, 2017, at 3:24 PM, Steven Sinofsky

Greetings Masha,

I apologize for the delay. I was at some events in in=UK where I did not have connectivity.

I have work=d on a related portfolio company so I will have to be a bit abstract on th= specifics of this opportunity. So please excuse these brief thought=. Also, the only information I had was what was provided in your mail whic= was limited relative to any detailed analysis.

*=In general the challenge with glucose measurement is the finger prick. Any=device that relies on this will only be marginally better than any other d=vice, whether or not there is software or a slightly more convenient measu=ing device. This is a statement about the inconvenience of a prick (and lo=g term challenges) but also the medical challenges on relying on that poin= in time.

* My sense is that going down the path of an innovatio=, that still has a prick, but requires a level of FDA approval is a diffic=lt one to approach.

• This is a very crowded space. There are a =ot of apps, a lot of measuring devices, a lot of
mixtures of app and measu=ing devices. It is very difficult to avoid appearing as a commodity to con=umers.

* While I understand there is potential to see innovation=using novel approaches to analysis of data, it is not clear to me how much=better the approach can be for an individual with data. •

The re=l opportunity I might see is around measuring glucose or some related tele=etry to
assist in compliance that is outside the scope of a finger prick a=d measuring glucose directly. It seems like we should
have some other data=point upon which to apply machine learning.

I hop= this helps...any friend of JE is a friend of mine.

On Nov 1= 2017, at 4:43 PM, Masha Drokova
> wrote:

<=lockquote type="cite">
Thank you Jeffrey. Steve, gre=t meeting you.
Would appreciate your feedback
<=iv>
On Nov 1, 2017, at 9:31AM, jeffrey E. <jeevacation@gmail.com
<mailto:jeevac=tion@gmailcom» wrote:

=br>

steve can you give some guida=ce

On W=d, Nov 1, 2017 at 12:20 PM, Masha Drokova

>=wrote:

m

I'm looking to in=est at the company doing AI-based glucose monitoring system for people wit= diabetes. We made tech evaluation, talked to a few experts and more=a question about the market and regulations. Likely no, because it&#=9;s complex area, but still thinking of them.

kind of tech? </=iv>

May be someone in your netw=rk who knows this area and can advise on this

Center Health

Deck:

## Our memo:

https://docs.google.com/document/d/1M7ZV7VEI8CTnb4EtYWFH2sq5=cCm0PM6g1AlcwrlOtM
<https://docs.google=com/document/d/1M7ZV7VEI8CTnb4EtYWFH2sq5dcCm0PM6g1AlcwrlOtM>
<=ont face="Roboto-Regular">

Center Health is=C2*building an Al-based glucose monitoring system for the 1 in 11A=ericans who suffer from diabetes, based on machine learning and their pers=nalized Al, Aria. Users subscribe to their disposable test strips, a =14B/yr US market, which are delivered monthly, as Aria learns about their =iabetes and prompts behavioral changes to lower blood sugar. The=system is an order of magnitude cheaper than existing technologies, premis=d on leveraging data to help users see what daily elements are affect=ng their blood sugar, and predicting dangerous highs and lows before they =appen.

Pros

— Exist=ng glucometers from big companies are very old-fashioned and
outdated, tho=e companies make their revenue from overpriced strips
<=iv style="font-weight:normal">=94 Direct competitors, such as iHealth and
Dario have negative=customer reviews and minor
<=ont face="Roboto-Regular">— Uses FDA-approved circuits to g=t the
approval in an automated manner

=ons
— Enormous pressure both from the industry p=ayers and companies such as Apple and Google that try to develop non-invas=ve glucose monitoring that will wipe out test strip products=/div>

— Young team

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=C2�>>

please note

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