What we are seeing in the market.
Operator analysis of health markets in Europe, the US, and MENA: four monthly Vital Signs editions, the PROGNOSIS flagship, perspectives, and the reference work behind them.
Operator analysis of health markets in Europe, the US, and MENA: four monthly Vital Signs editions, the PROGNOSIS flagship, perspectives, and the reference work behind them.
Vital Signs · MedTech
A device can wait about two years between its first approval and its second, and the lead piece sets out what stretched the longest waits. This month's deals show what buyers paid for medtech companies, from $240 million to $2.1 billion, and what Stryker's $400 million in CMR Surgical buys it.
27 October 2026
Vital Signs · MedTechA device can wait about two years between its first approval and its second, and the lead piece sets out what stretched the longest waits. This month's deals show what buyers paid for medtech companies, from $240 million to $2.1 billion, and what Stryker's $400 million in CMR Surgical buys it.
Perspective · EcosystemHealth innovation hubs turn national health targets in the Middle East and North Africa into solutions for patients and companies that grow the health economy.
Vital Signs · AI HealthcareThe FDA authorised two AI devices their makers may keep changing, and Medicare found no benefit category for a cleared device, so it pays nothing for it.
Perspective · AI Drug DiscoveryThree AI drug discovery companies at the HealthVC Summit each named a different missing experiment. What AI has already changed in drug R&D, what it has not, and where the capital is going.
News · Venture BuildingHealthSeed and Mangold Consultants are introducing Venitara: AI regulatory tools with senior expert review for medical device, SaMD, and IVD companies.
News · Venture BuildingHealthSeed and MIA Solutions are bringing ZINOS to hospital research units: one clinical trial system, inside the institution, under its own control.
Vital Signs · MedTechTen companies took twelve European device certificates in ten days, and the three products that left European markets left because a manufacturer stopped trading, a board stopped funding, and a catheter specification failed.
Vital Signs · HealthTechTwo Swedish regions abandoned the same hospital record system after €630m. What worked instead was a nurse with a list and a posted letter.
Vital Signs · AI Drug DiscoveryAI drug discovery, September 2026: the AIntibody benchmark tested protein design methods blind, and ICH M15 now asks six questions of any model.
Vital Signs · HealthTechOracle, Microsoft and Athenahealth folded the AI scribe into the health record. Ontario tested twenty approved AI scribes and every one produced an error.
Vital Signs · MedTechMedTech's opening cycle shows devices clearing approval, then losing on reimbursement, vigilance, and evidence standards: three tests approval cannot predict.
Perspective · Commercialisation & GTMHealth biotech in the US raised EUR 219bn against Europe's EUR 25bn. The 532-day median wait from approval to reimbursement is a large part of why.
Perspective · AI in HealthcareAn AI-designed molecule is in Phase III and the evidence bar has not moved. Four questions investors and pharma should ask before a partnership moves.
PROGNOSIS · Commercialisation & GTMHealthcare's innovation machinery has outpaced its adoption machinery. RAPID, ACCESS and the EHDS show regulators and payers starting to close the gap.
Reference · AI in HealthcareThe EU AI Act deadlines that apply to healthcare AI and medical devices, what moved to 2028, and which obligations are in force right now.
Vital Signs · AI HealthcareThe EU moved the AI Act deadline for AI in medical devices to August 2028, but three obligation sets kept their original dates and are in force today.
Perspective · EcosystemHealthSeed AG joins Telehealth Connect 2026 in Tunis as a strategic partner. Why the region's growth story will be settled where products meet health systems.
Perspective · AI in HealthcareAI has largely solved drug discovery's chemistry problem, yet no AI-discovered drug has been approved. The value was never in the molecule.