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The New Math of Healthcare Growth

The New Math of Healthcare Growth

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

Gaston Brizuela Bosio
Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Medical Providers: The Great Rewiring of Healthcare Delivery

Medical Providers: The Great Rewiring of Healthcare Delivery

Healthcare delivery is moving beyond the hospital.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
Weekly Round UpWeekly Round Up
The Healthcare Cost Curve Is Heading the Wrong Way

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.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
Weekly Round UpWeekly Round Up
Healthcare PE Gets More Selective: Where Capital Is Concentrating

Healthcare PE Gets More Selective: Where Capital Is Concentrating

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

Gaston Brizuela Bosio
Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Where Healthcare Investors Are Placing Their Next Big Bets

Where Healthcare Investors Are Placing Their Next Big Bets

Healthcare investing is entering a new era.

Santiago Morazzani
Santiago Morazzani
Weekly Round UpWeekly Round Up
Healthcare’s Recovery Gets More Selective

Healthcare’s Recovery Gets More Selective

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

Santiago Morazzani
Santiago Morazzani
SurveysSurveys
The KPI That Will Make or Break Hospitals in H2 2026

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.

Santiago Morazzani
Santiago Morazzani
Weekly Round UpWeekly Round Up
Healthcare Is Getting Smarter — And Riskier

Healthcare Is Getting Smarter — And Riskier

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

Santiago Morazzani
Santiago Morazzani
Research Deep DiveResearch Deep Dive
Agentic AI in Healthcare: From Assistance to Autonomy

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.

Weekly Round UpWeekly Round Up
Hospital Margins Tighten as Uninsured Patients Rise

Hospital Margins Tighten as Uninsured Patients Rise

Healthcare is becoming increasingly polarized: capital, patients, and AI adoption are flowing toward the strongest platforms.

Santiago Morazzani
Santiago Morazzani
Weekly Round UpWeekly Round Up
Healthcare M&A Finds Discipline. Digital Health Finds Momentum

Healthcare M&A Finds Discipline. Digital Health Finds Momentum

M&A’s discipline in the Americas, quarterly healthtech VC value segmented & digital health finding its foot again.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Financing Healthcare’s Next Deal Cycle

Financing Healthcare’s Next Deal Cycle

How private credit, leverage, valuation discipline and operating pressure are reshaping investment across the healthcare economy

Gaston Brizuela Bosio
Gaston Brizuela Bosio
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