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 · 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.
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 · 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.