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Weekly Round UpWeekly Round Up
Hospitals’ Next Margin Lever, AI’s Trust Gap, Healthcare M&A

Hospitals’ Next Margin Lever, AI’s Trust Gap, Healthcare M&A

Labor productivity takes center stage, 60% of consumers are already using AI for health, and big-ticket healthcare deals remain missing.

Santiago Morazzani
Santiago Morazzani
Research Deep DiveResearch Deep Dive
The Hospital Margin Reset: AI, Labor and the KPIs That Will Define the Next 3 Years

The Hospital Margin Reset: AI, Labor and the KPIs That Will Define the Next 3 Years

For hospitals, the next phase of performance improvement will look very different from the recovery story of the past several years.

Santiago Morazzani
Santiago Morazzani
Weekly Round UpWeekly Round Up
Europe’s Pharma Warning, Apollo’s Healthcare Play & China’s $60B Biotech Boom

Europe’s Pharma Warning, Apollo’s Healthcare Play & China’s $60B Biotech Boom

Europe fights to keep biotech capital as Apollo consolidates healthcare media and China becomes a global pharma pipeline.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
Weekly Round UpWeekly Round Up
AI Is Moving Biotech’s Bottleneck

AI Is Moving Biotech’s Bottleneck

Biosimilars get strategic, biotech’s bottleneck shifts downstream, and life sciences faces the AI ROI test.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Specialty Drugs: The New Infrastructure Behind Pharma Growth

Specialty Drugs: The New Infrastructure Behind Pharma Growth

The pharmaceutical industry is entering an era in which some of its most important products are also among its most difficult to finance, distribute, administer, and manage.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
Weekly Round UpWeekly Round Up
The Biopharma Map Is Moving

The Biopharma Map Is Moving

FDA Hits Fast-Forward on Clinical Trials, GSK Doubles Down on Myeloma, and Asia Takes the Biopharma Wheel

Santiago Morazzani
Santiago Morazzani
Weekly Round UpWeekly Round Up
Healthcare Leaves the Hospital, Virtual Care’s $248B Run, AI’s Next Test

Healthcare Leaves the Hospital, Virtual Care’s $248B Run, AI’s Next Test

Care is moving outpatient, virtual care is scaling fast, and healthcare AI faces its orchestration test.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Healthcare’s Shift to Outpatient Care: Follow the Money

Healthcare’s Shift to Outpatient Care: Follow the Money

For decades, the hospital sat at the center of U.S. healthcare delivery.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
Weekly Round UpWeekly Round Up
The Hospital Performance Problem No One Agrees On

The Hospital Performance Problem No One Agrees On

Hospital leaders split on the industry’s biggest performance gap, the FDA clears a new oncology treatment, and Toscafund makes a $1B+ take private bet.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
SurveysSurveys
The Biggest Hospital Performance Gap Depends on Who Owns the Problem

The Biggest Hospital Performance Gap Depends on Who Owns the Problem

Hospital leaders broadly agree that performance improvement remains unfinished business. What they do not agree on is where the biggest gap actually sits.

Santiago Morazzani
Santiago Morazzani
Weekly Round UpWeekly Round Up
Healthcare Buyouts Are Back: $191B, Healthtech’s 2.3x Edge & Pharma’s Next Winners

Healthcare Buyouts Are Back: $191B, Healthtech’s 2.3x Edge & Pharma’s Next Winners

Healthcare PE rebounds 52%, healthcare IT leads returns, and pharma’s growth map gets redrawn.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Healthcare Private Equity Buyouts: The Market Reopens, But Not for Everyone

Healthcare Private Equity Buyouts: The Market Reopens, But Not for Everyone

Healthcare private equity entered 2025 with renewed momentum.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
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