Research Deep Dive

The $2.7B Drug Problem: Pharma’s R&D Productivity Paradox

Pharma has never had more science to work with.

The Hospital Margin Reset: AI, Labor and the KPIs That Will Define the Next 3 Years

For hospitals, the next phase of performance improvement will look very different from the recovery story of the past several years.

Specialty Drugs: The New Infrastructure Behind Pharma Growth

The pharmaceutical industry is entering an era in which some of its most important products are also among its most difficult to finance, distribute, administer, and manage.

Healthcare’s Shift to Outpatient Care: Follow the Money

For decades, the hospital sat at the center of U.S. healthcare delivery.

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

Healthcare private equity entered 2025 with renewed momentum.

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.

Medical Providers: The Great Rewiring of Healthcare Delivery

Healthcare delivery is moving beyond the hospital.

Where Healthcare Investors Are Placing Their Next Big Bets

Healthcare investing is entering a new era.

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.

Financing Healthcare’s Next Deal Cycle

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

The Compounding Crisis: How Demographic Aging Is Redrawing the Healthcare Economy

Revenue Cycle Management: Healthcare’s Next Margin Defense

Revenue cycle management was once treated as a back-office function: submit the claim, chase the denial and collect the payment.