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
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.
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.
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.
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.