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The Rise of RPM and AI in Europe: Signals for Healthcare Operators and Investors
RPM adoption is accelerating and AI is reshaping European healthtech, signaling a new investment cycle driven by data, automation, and smarter care delivery.
Good morning, ! This week we’re diving into the Remote Patient Monitoring market, Smart Healthcare market trends, Pharma R&D expenditure in Europe, share of AI in European Healthtech. Want to advertise in Healthcare 150? Check out our self-serve ad platform, here.
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— The Healthcare150 Team
DATA DIVE
RPM’s Surge Into Mainstream Care
The numbers tell a clear story: Remote Patient Monitoring (RPM) has moved from telehealth accessory to healthcare infrastructure. The market is projected to grow from $19B in 2023 to $111B by 2033, driven by chronic-care demand, device proliferation, and reimbursement tailwinds. North America still dominates with 42% market share, but Asia Pacific is accelerating fast at 24% as smartphone penetration and national telehealth programs expand. Applications remain concentrated in cardiovascular (47%) and diabetes care (31%), while oncology and post-acute monitoring are rising. With CMS reimbursement codes, FDA-cleared devices, and AI-enabled analytics, RPM is shifting from reactive care to continuous, data-driven intervention—a structural transformation rather than a pandemic-era blip.
Read the Full Report HERE
TREND OF THE WEEK
Smart Healthcare's $1.5 Trillion Trajectory
The Smart Healthcare market is projected to quadruple over the next decade—from $360B in 2025 to $1.5T by 2034, a staggering CAGR of ~16%. For context, that’s faster than digital health, wearables, and even most biotech segments.
This isn’t just about IoT devices or hospital automation. What’s powering the growth is a convergence of AI diagnostics, remote monitoring, virtual care platforms, and interoperable EHR systems—all aligned with payers’ push toward real-time, data-driven, value-based care.
The ramp-up accelerates post-2029, with annual market expansion surpassing $200B/year starting in 2032. That signals a shift from pilot-stage adoption to enterprise-grade deployment—where vendors with scalable infrastructure, cybersecurity rigor, and reimbursement alignment will dominate.
Why it matters: For strategics and investors, smart healthcare is no longer fringe—it’s the backbone of future care delivery. The vertical is consolidating fast, and whoever owns the platform layer wins the decade. (More)
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Disclosures
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HEALTHTECH CORNER
AI Is Eating Healthtech
AI is now the main character in healthtech investing, with AI deal value jumping from 29% in 2020 to 52% in 2025 YTD, while deal count has climbed to 42%. Capital is clearly sprinting ahead, thanks to mega-rounds for Truveta, Abridge, Innovaccer, and Hippocratic AI. But the clinical evidence behind this surge is jogging at best. Nearly half of AI-enabled device recalls occur in year one, a byproduct of the FDA’s 510(k) fast-track, which was built for hardware— not self-updating algorithms. Adoption is real but concentrated in low-risk use cases like RCM and workflow automation. Higher-stakes AI—autonomous imaging, digital twins, clinical decision support—remains stuck in the waiting room. Capital is booming, but validation still hasn’t caught its breath. (More)
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DEAL OF THE WEEK
GE HealthCare Bets $2.3B on Imaging SaaS
GE HealthCare is acquiring Intelerad for $2.3B, marking its largest software deal to date and the second billion-dollar medtech acquisition in a week.
The target: Intelerad, a radiology and cardiology imaging SaaS provider with a strong footprint in ambulatory settings. The rationale: expand GE’s cloud-first, AI-enabled imaging suite beyond hospitals into high-growth outpatient networks.
This is more than an adjacency play. GE HealthCare aims to triple its cloud-enabled offerings by 2028, and Intelerad's SaaS model helps unlock recurring revenue streams and bundling opportunities across imaging deals. BTIG calls the move “strategically sound,” noting synergy between Intelerad’s workflow solutions and GE's internal AI tools.
Why it matters: As imaging demand surges and hospital-ambulatory boundaries blur, scale in software becomes a strategic necessity. This deal positions GE not just as an equipment vendor—but as a platform player in clinical AI. (More)
REGIONAL FOCUS
From Brussels to Beijing
Europe’s pharma sector still punches above its weight with €55B in R&D spend and 950,000 direct jobs, but it's losing ground in a race it helped start. China now leads global R&D spend at ¥109,632M, with the U.S. at $71B and Europe trailing at €52B. The shift isn’t just about budgets — it’s about momentum. While Europe wrestles with fragmented markets, fiscal austerity, and parallel trade leaks (€6.5B in 2023), Asia’s growth engines are revving. Between 2019–2024, China, India, and Brazil outpaced EU-5 market growth, redirecting not just capital, but innovation centers too. Europe’s R&D isn’t disappearing — it’s just relocating. (More)
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