Weekly Round Up

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The Biopharma Map Is Moving

The Biopharma Map Is Moving

FDA Hits Fast-Forward on Clinical Trials, GSK Doubles Down on Myeloma, and Asia Takes the Biopharma Wheel

Santiago Morazzani
Santiago Morazzani
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Healthcare Leaves the Hospital, Virtual Care’s $248B Run, AI’s Next Test

Healthcare Leaves the Hospital, Virtual Care’s $248B Run, AI’s Next Test

Care is moving outpatient, virtual care is scaling fast, and healthcare AI faces its orchestration test.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
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The Hospital Performance Problem No One Agrees On

The Hospital Performance Problem No One Agrees On

Hospital leaders split on the industry’s biggest performance gap, the FDA clears a new oncology treatment, and Toscafund makes a $1B+ take private bet.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
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Healthcare Buyouts Are Back: $191B, Healthtech’s 2.3x Edge & Pharma’s Next Winners

Healthcare Buyouts Are Back: $191B, Healthtech’s 2.3x Edge & Pharma’s Next Winners

Healthcare PE rebounds 52%, healthcare IT leads returns, and pharma’s growth map gets redrawn.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
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Gen Z’s Health Signal, Lilly’s $2.9B Bet, China PE Reawakens

Gen Z’s Health Signal, Lilly’s $2.9B Bet, China PE Reawakens

Plus: GLP-1 dealmaking, China’s healthcare rebound, and the next wave of healthtech.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
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Pharma PE Is Still Waiting for the Floor

Pharma PE Is Still Waiting for the Floor

Healthcare dealmaking slows, AI rewrites underwriting, and investor competition keeps rising.

Santiago Morazzani
Santiago Morazzani
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$2.25B Into Biopharma as Hospitals Hunt for Margin

$2.25B Into Biopharma as Hospitals Hunt for Margin

Labor becomes healthcare’s margin lever, McKesson expands into biopharma, and AI adoption accelerates across APAC.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
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The New Math of Healthcare Growth

The New Math of Healthcare Growth

Provider roll-ups slow, AI tackles drug safety, and employers rethink the healthcare bill.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
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The Healthcare Cost Curve Is Heading the Wrong Way

The Healthcare Cost Curve Is Heading the Wrong Way

Rising medical costs are tightening healthcare economics just as capital concentrates in North American VC and LEO Pharma puts $435M behind its next growth opportunity in EPP.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
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Healthcare PE Gets More Selective: Where Capital Is Concentrating

Healthcare PE Gets More Selective: Where Capital Is Concentrating

Behavioral health, biosensors and biotech are attracting capital—but execution is becoming the real differentiator.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
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Healthcare’s Recovery Gets More Selective

Healthcare’s Recovery Gets More Selective

Payers stabilize, dealmaking accelerates, and investors turn their attention to margins.

Santiago Morazzani
Santiago Morazzani
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Healthcare Is Getting Smarter — And Riskier

Healthcare Is Getting Smarter — And Riskier

AI, digital biomarkers, regulation and cybersecurity are reshaping healthcare — and the investment landscape.

Santiago Morazzani
Santiago Morazzani