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Where Margins Hold, Germany Repositions, and Esperion’s $1B Exit

Where Margins Hold, Germany Repositions, and Esperion’s $1B Exit

The primary margin protection strategy for the next 12 months, Germany’s biotech evolution, and Experion’s $1B bet on commercial cardio assets.

SurveysSurveys
Healthcare’s Margin Playbook Is Getting More Selective

Healthcare’s Margin Playbook Is Getting More Selective

Margin protection in healthcare used to mean one thing: cut costs faster than revenue slows.

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$100M Bet on HealthTech—The UK Steps In

$100M Bet on HealthTech—The UK Steps In

We’re unpacking healthcare cyber risk scaling into a core infrastructure priority.

Research Deep DiveResearch Deep Dive
Critical Exposure: The Escalating Cybersecurity Crisis in Modern Healthcare

Critical Exposure: The Escalating Cybersecurity Crisis in Modern Healthcare

Healthcare has entered a new era of digital dependency.

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A $1.1B Deal—and a Big Shift in Healthcare Economics

A $1.1B Deal—and a Big Shift in Healthcare Economics

The uninsured gap across prime working-age Americans.

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What’s Slowing AI Adoption in Healthcare?

What’s Slowing AI Adoption in Healthcare?

This week we’re diving into the $14B sports medicine market, why trust remains the biggest barrier to AI adoption in healthcare, and how adoption is evolving differently across healthcare verticals.

Research Deep DiveResearch Deep Dive
Sports Medicine Market: Growth, Innovation, and Investment Opportunities

Sports Medicine Market: Growth, Innovation, and Investment Opportunities

A deep dive into market expansion, regional dynamics, application trends, and the evolving competitive ecosystem shaping the future of musculoskeletal care

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The Cost of Complexity, China’s Biotech Rise, and Blue Owl’s $2.4B Healthcare Bet

The Cost of Complexity, China’s Biotech Rise, and Blue Owl’s $2.4B Healthcare Bet

Regulation in healthcare remains a necessary feature that often behaves like a bug.

SurveysSurveys
Regulatory Burden Remains a Material Drag on Healthcare Efficiency, with Physicians Feeling the Greatest Strain

Regulatory Burden Remains a Material Drag on Healthcare Efficiency, with Physicians Feeling the Greatest Strain

Healthcare leaders consistently cite regulation as both a safeguard and a source of operational drag.

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GLP-1 Gold Rush: The $100B Healthcare Market Growing 10% Yearly

GLP-1 Gold Rush: The $100B Healthcare Market Growing 10% Yearly

This week we’re diving into the 10% annual growing market of GLP-1 and it`s main players.

Research Deep DiveResearch Deep Dive
The GLP-1 Revolution: From Breakthrough Therapy to Healthcare Megatrend

The GLP-1 Revolution: From Breakthrough Therapy to Healthcare Megatrend

How diabetes drugs became a $100B+ obesity platform—and why their impact is only beginning across healthcare, payers, and the broader economy

Weekly Round UpWeekly Round Up
22 Deals, $14.5B: Hospital M&A Reaccelerates Fast

22 Deals, $14.5B: Hospital M&A Reaccelerates Fast

Today we’re unpacking the rebound in hospital M&A as systems shift from retrenchment to selective consolidation.

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