Research Deep Dive

Ambulatory Surgery Centers (ASC) Market Outlook: Sustained Growth Amid Healthcare Shifts

The Ambulatory Surgery Center (ASC) market is poised for steady and reliable expansion over the next five years

The New R&D Playbook in the AI Era

Life sciences spent decades optimizing the R&D pipeline. AI is beginning to change the pipeline itself.

AI in Hospitals Meets the Agentic Economy: The Cybersecurity Reckoning

AI in Hospitals and the Cybersecurity Implications of the Agentic Economy

Healthcare’s Workforce Imperative: The Investment Case for the Next Era of Staffing

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.