Weekly Round Up

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Biotech Is Back. And Healthcare PE Knows It

Biotech Is Back. And Healthcare PE Knows It

From biotech’s M&A momentum to home health consolidation and rising affordability risks, here’s what’s shaping healthcare strategy in 2026.

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Healthcare’s $1.5T Shift Out of the Hospital

Healthcare’s $1.5T Shift Out of the Hospital

We’re unpacking the rise of home-based healthcare, how mHealth is evolving from wellness apps into core healthcare infrastructure, the growing reimbursement risks tied to workforce compliance, and why healthcare inflation is becoming a permanent global operating challenge.

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Europe Is Quietly Winning the Clinical Trial Race

Europe Is Quietly Winning the Clinical Trial Race

healthcare’s renewed focus on outbreak containment, private equity’s continued bet on healthcare staffing infrastructure, Europe’s growing advantage in clinical trial density, and the operational race to build faster, more resilient healthcare systems worldwide.

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CMS Is Tightening RPM Audits — Investors Should Pay Attention

CMS Is Tightening RPM Audits — Investors Should Pay Attention

We unpack the explosive growth of Remote Patient Monitoring (RPM) and the massive opportunity emerging for healthcare investors.

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Where Margins Hold, Germany Repositions, and Esperion’s $1B Exit

Where Margins Hold, Germany Repositions, and Esperion’s $1B Exit

The primary margin protection strategy for the next 12 months, Germany’s biotech evolution, and Experion’s $1B bet on commercial cardio assets.

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$100M Bet on HealthTech—The UK Steps In

$100M Bet on HealthTech—The UK Steps In

We’re unpacking healthcare cyber risk scaling into a core infrastructure priority.

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A $1.1B Deal—and a Big Shift in Healthcare Economics

A $1.1B Deal—and a Big Shift in Healthcare Economics

The uninsured gap across prime working-age Americans.

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What’s Slowing AI Adoption in Healthcare?

What’s Slowing AI Adoption in Healthcare?

This week we’re diving into the $14B sports medicine market, why trust remains the biggest barrier to AI adoption in healthcare, and how adoption is evolving differently across healthcare verticals.

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The Cost of Complexity, China’s Biotech Rise, and Blue Owl’s $2.4B Healthcare Bet

The Cost of Complexity, China’s Biotech Rise, and Blue Owl’s $2.4B Healthcare Bet

Regulation in healthcare remains a necessary feature that often behaves like a bug.

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GLP-1 Gold Rush: The $100B Healthcare Market Growing 10% Yearly

GLP-1 Gold Rush: The $100B Healthcare Market Growing 10% Yearly

This week we’re diving into the 10% annual growing market of GLP-1 and it`s main players.

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22 Deals, $14.5B: Hospital M&A Reaccelerates Fast

22 Deals, $14.5B: Hospital M&A Reaccelerates Fast

Today we’re unpacking the rebound in hospital M&A as systems shift from retrenchment to selective consolidation.

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AI Meets Friction, Deals Pick Up, and Pharmacies Go Last-Mile

AI Meets Friction, Deals Pick Up, and Pharmacies Go Last-Mile

This week we’re diving into the AI in Healthcare Market, Consumer AI and data integration partnerships details, health industries deal volumes, and mobile pharmacy delivery competitive landscape.