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.

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.

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

Healthcare private equity entered 2025 with renewed momentum.

Gen Z’s Health Signal, Lilly’s $2.9B Bet, China PE Reawakens

Plus: GLP-1 dealmaking, China’s healthcare rebound, and the next wave of healthtech.

Pharma PE Is Still Waiting for the Floor

Healthcare dealmaking slows, AI rewrites underwriting, and investor competition keeps rising.

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.