Weekly Round Up

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$44B Telehealth Boom + Pharma Repricing Shock

$44B Telehealth Boom + Pharma Repricing Shock

Today we’re unpacking the widening margin gap across healthcare, Big Pharma’s repricing moment, Gilead’s $5B push into ADCs, and Brazil’s evolution into a digital health powerhouse.

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$890B in Labor. 5.1% Reimbursement. Do the Math.

$890B in Labor. 5.1% Reimbursement. Do the Math.

This week we’re unpacking healthcare’s structural cost squeeze and how AI is becoming the operating system across clinical and administrative workflows.

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+54% in 3 Years: The Rise of the Self-Pay Patient

+54% in 3 Years: The Rise of the Self-Pay Patient

Today we’re unpacking the rise of the self-pay patient and the strain on healthcare collections.

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The Value-Based Care Shift Just Accelerated: Here’s What You’re Missing

The Value-Based Care Shift Just Accelerated: Here’s What You’re Missing

This week we’re diving into the value-based healthcare services market, proprietary David H. Crean expert call, value based care enabler competitive landscape, and biotechnology market trends.

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80% of CEOs Are Shifting Strategy—Here’s Why

80% of CEOs Are Shifting Strategy—Here’s Why

From Caution to Reinvention — What’s Driving the CEO Reset

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$328B in deals, -5% volume: healthcare is concentrating

$328B in deals, -5% volume: healthcare is concentrating

Bigger Checks, Fewer Bets — Healthcare Consolidation Accelerates

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Too Many MA Plans, Real AI Workflows, and a $1.11B Advisory Bet

Too Many MA Plans, Real AI Workflows, and a $1.11B Advisory Bet

Less noise in MA, more action in AI — and a $1B+ bet on advisory platforms.

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69% of Healthcare Orgs Are Betting on AI: Here’s What Comes Next

69% of Healthcare Orgs Are Betting on AI: Here’s What Comes Next

Hospitals are moving beyond experimentation as AI begins reshaping care delivery.

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$100B LatAm Pharma Market + A $950M Diagnostics Bet

$100B LatAm Pharma Market + A $950M Diagnostics Bet

Inside the growth of Latin America’s pharma sector and the big bet on diagnostics.

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The Medicare Advantage Explosion, Agentic AI’s Next Wave, and Telehealth’s $1.4T Future

The Medicare Advantage Explosion, Agentic AI’s Next Wave, and Telehealth’s $1.4T Future

Today we explore the total medicare advantage enrollment throughout the years, agentic AI spending is expected to moderately increase in 2026, and the booming telehealth market to reach $1.4T by 2035.

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Why Hospital M&A Is Concentrating in U.S. Cities

Why Hospital M&A Is Concentrating in U.S. Cities

Urban concentration, cost pressures, and digital care deals signal a new phase in hospital strategy.

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90% AI Adoption in Large Hospitals, Who’s Falling Behind?

90% AI Adoption in Large Hospitals, Who’s Falling Behind?

This week we’re unpacking how data analytics is reshaping healthcare compliance enforcement.