This is a solid investment. I've been studing cancer informatics and health care for a long time, and there are some deeply imbedded inefficiencies in the area, which I suspect won't ever be addressed by the incumbents (companies like EPIC which sell EHR tech to hospitals, but actively make it hard to move data between health care providers).
i think it's interesting part of the investment will be used to acquire an EHR company. That's strategic.