Why AI in Healthcare Isn’t Experimental Anymore

It’s Thursday and we’re diving into AI’s growing share in digital health, the healthcare’s fax machine problem, and the global healthcare workforce shortfall.

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Good morning, ! It’s Thursday and we’re diving into AI’s growing share in digital health, the healthcare’s fax machine problem, and the global healthcare workforce shortfall.

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— The Healthcare150 Team

DATA DIVE

AI’s White Coat Moment

AI isn’t a feature anymore—it’s the framework. In 2024, AI-enabled healthtech startups pulled in 42% of all digital health funding, no longer pitching futuristic dreams but embedding into clinical decision support and diagnostics. Sword Health hit a $3B valuation. Eko Health raised $41M to supercharge cardiac screening. The kicker? AI is no longer optional—it’s the table stakes for care delivery infrastructure. For investors: clinical outcomes, regulatory clearance, and proprietary data are the new hype. Everyone else? See you in the pilot program graveyard. (Read or Listen to the Full Report)

TREND OF THE WEEK

Healthcare’s Fax Machine Problem Is Finally Getting Addressed

Digital transformation is finally breaking into healthcare with the kind of urgency that most industries adopted... last decade. In 2025, 90% of global health executives expect it to have a significant impact, making it the top strategic concern. Translation: the days of fax machines and manual workflows may finally be numbered. Still, transformation isn’t just about shiny dashboards—78% say cybersecurity is priority #1, followed by upgrades to tech platforms (72%) and core systems like EMRs and ERP (60%). As AI and virtual care mature, the real pivot is this: digital is no longer a “pilot” program—it’s the new baseline. (More)

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MARKET MOVERS

Company (Ticker)

Last Price

5D

Eli Lilly and Company (LLY)

$ 752.83

-8.02%

Johnson & Johnson (JNJ)

$ 150.52

-2.56%

Novo Nordisk A/S (NVO)

$ 65.72

-0.77%

Roche Holding AG (ROG.SW)

$ 258.8

-4.64%

AbbVie Inc. (ABBV)

$ 186.05

-0.27%

HEALTHTECH CORNER

Hong Kong Gets a HealthTech Upgrade

MedTech World and NovaX Global are taking their show on the road—straight to Hong Kong, the investment-packed gateway to Asia’s $1.7T healthcare market. From June 30 to July 1, the 2025 Roadshow will bring together startups, investors, and MedTech leaders in a city where you can pitch a VC in the morning and be in Shanghai by lunch. Backed by $200B in VC firepower, 400+ local health startups, and fast-track regulatory pathways (MDACS + China’s NMPA), this is no vanity play. 

It’s a calculated strike into the heart of Asia’s growth corridor. If last year’s 10,000-attendee Investmatch Carnival was any sign, expect high volume and serious capital looking for a home. Bottom line: Hong Kong just became the next big checkpoint for anyone betting on global HealthTech scale. (More)

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DEAL OF THE WEEK

Bain Dives Deep into Pharma

Bain Capital is nearing a $10B acquisition of PCI Pharma Services, making it one of 2025’s largest healthcare buyouts. PCI specializes in pharma packaging and sterile fill-finish, particularly for blockbuster drugs like GLP-1-based obesity treatments (yes, think Wegovy). The deal includes backing from Blue Owl’s $3B unitranche facility and brings in heavyweight co-investors, including sovereign wealth funds. PCI’s current backers — Kohlberg, Mubadala, and Partners Group — are engaged in talks. This would mark a significant scale-up from Bain’s 2023 minority stake in Zelis. If it closes, Bain won’t just be making pills easier to ship — it’ll be putting itself squarely in the high-demand path of weight-loss megatrends. (More)

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REGIONAL FOCUS

Global Healthcare Workforce: The Shortfall by Region

The global healthcare workforce is grappling with a staggering shortfall, nearly 53 million workers are needed to meet demand. While supply trails demand everywhere, some regions face steeper gaps than others, revealing the contours of a mounting global healthcare crisis.

Southeast Asia and the Western Pacific are under the heaviest strain, needing 14.7M and 12.3M additional workers, respectively, to close the gap. Even Europe, which boasts the second-highest supply globally, faces a deficit of 5.8M workers. In the Eastern Mediterranean and the Americas, gaps of over 5M and 6M highlight the uneven healthcare infrastructure despite significant demand.

Surprisingly, Africa shows a surplus on paper, with supply exceeding demand, but the region still reports the highest overall need (8.9M), hinting at structural underestimation and deeper systemic challenges.

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