Healthcare 150

Pharma’s Next Act: More R&D, More Asia, Fewer Easy Deals

Rising healthcare demand funded larger R&D budgets, innovation remained concentrated in the US and Europe, and an expanding ecosystem of CROs, CDMOs, and other service providers captured a growing share of industry spending.

$2.25B Into Biopharma as Hospitals Hunt for Margin

Labor becomes healthcare’s margin lever, McKesson expands into biopharma, and AI adoption accelerates across APAC.

Hospitals Are Betting on Productivity to Repair Margins

The New Math of Healthcare Growth

Provider roll-ups slow, AI tackles drug safety, and employers rethink the healthcare bill.

Medical Providers: The Great Rewiring of Healthcare Delivery

Healthcare delivery is moving beyond the hospital.

The Healthcare Cost Curve Is Heading the Wrong Way

Rising medical costs are tightening healthcare economics just as capital concentrates in North American VC and LEO Pharma puts $435M behind its next growth opportunity in EPP.

Healthcare PE Gets More Selective: Where Capital Is Concentrating

Behavioral health, biosensors and biotech are attracting capital—but execution is becoming the real differentiator.

Where Healthcare Investors Are Placing Their Next Big Bets

Healthcare investing is entering a new era.

Healthcare’s Recovery Gets More Selective

Payers stabilize, dealmaking accelerates, and investors turn their attention to margins.

The KPI That Will Make or Break Hospitals in H2 2026

Hospital investors are entering the second half of 2026 with a relatively clear priority: prove that operating performance can translate into earnings.

Healthcare Is Getting Smarter — And Riskier

AI, digital biomarkers, regulation and cybersecurity are reshaping healthcare — and the investment landscape.

Agentic AI in Healthcare: From Assistance to Autonomy

Healthcare spent three years piloting generative AI. Now it's starting to delegate decisions. What's actually changing, where the money is, and why the clinical evidence still lags behind the enthusiasm.