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This Week in Healthcare: Market & M&A Highlights 📊 Market Updates 🔹 GP safety rule introduced: A new measure inspired by Jessica Brady’s case will require GPs to review diagnoses after three appointments without resolution. The intention is to support earlier diagnosis and improve patient safety across primary care. 🔹 AI in NHS screening: Government and NHS bodies will trial artificial intelligence across screening programmes at an unprecedented scale, starting with a major focus on breast screening. The goal is to accelerate detection, improve consistency, and help reduce diagnostic backlogs. 🔹 Waiting time pledge at risk: A report from the Health Foundation suggests that the government is on course to miss its key pledge to reduce NHS waiting lists, despite recent initiatives to improve access and throughput. 💼 M&A / Deals 🔹 Spire’s strategic review: Spire Healthcare has engaged advisors to explore options following shareholder pressure, with reports indicating a possible valuation of around £1.4bn. The review will likely consider potential interest from financial and strategic buyers. 🔹 New digital health platform: Agentis Health Group, backed by LDC, has launched with its first deal. The business has acquired Living With, a digital health company focused on condition-specific therapeutics and remote patient management, supporting long-term condition pathways. 🔹 Specialist care buyout: Select Healthcare Group has completed an MBO backed by Foundation Partners and Deer Capital. The transaction involves 32 homes, expands the platform to approximately 3,000 beds, and extends services into specialist care alongside residential, nursing, dementia and complex care. #Healthcare #MergersAndAcquisitions #PrivateEquity #Investment #HealthTech #NHS

Most investors are watching pharma in the healthcare debate. FMKT is looking elsewhere, where the long-term growth story is quietly unfolding. Buried in a recent “big, beautiful” federal bill was a game-changing provision making the telehealth Safe Harbor permanent for high-deductible health plans. Translation: Telehealth is no longer temporary, it’s infrastructure. This opens the door for scaled growth in Healthtech and FMKT is already positioned in names like: Doximity , building the digital backbone of telemedicine hims & hers , integrating tech, pharma, and healthcare systems We're investing where policy and technology converge, not just where the headlines are loudest. Watch this short clip: #FMKT #HealthcareInnovation #Telehealth #HealthTech #Doximity #ETFStrategy #Investing #PolicyAlpha #DigitalHealth To discover how FMKT could enhance your portfolio and to view fund holdings, visit: www.freemarketsetf.com Before investing, read the prospectus carefully visit: https://lnkd.in/em6effn7

🇺🇸 **hims stock** Category : Business and Finance | Pays : UnitedStates **Decoding Hims Stock (HIMS): A Telehealth Investment Opportunity?** Hims & Hers Health (HIMS) has emerged as a significant player in the rapidly evolving telehealth landscape. From personalized wellness solutions to specialized treatments, Hims has redefined access to healthcare for millions. But what does this mean for HIMS stock investors, and is this direct-to-consumer model a sustainable growth engine in today's dynamic market? The company's innovative platform, offering everything from hair loss and sexual health to mental health and weight management, continues to expand its reach. Hims' subscription-based model and focus on convenience resonate strongly with modern consumers, driving impressive revenue growth. This strategic expansion into high-demand areas positions HIMS as a leader in the digital health revolution, attracting considerable attention from growth-focused investors. However, like any emerging market leader, HIMS stock comes with its own set of considerations. While revenue growth is strong, profitability and competitive pressures in the telehealth space remain key areas for investor scrutiny. Understanding the company's long-term strategy for market penetration and sustainable margins will be crucial for assessing its true investment potential. Diligent research into its financials and competitive landscape is essential. Hims & Hers undoubtedly represents a fascinating case study in modern healthcare investment. Its disruptive approach has reshaped consumer access to medical care, making HIMS stock a compelling topic for discussion. What are your thoughts on the future of Hims & Hers and its place in your investment portfolio? Share your insights below! #HimsStock #HIMS #Telehealth #Investing #StockMarket #HealthcareInnovation #BusinessAndFinance #UnitedStates #GrowthStocks #MarketTrends #InvestmentStrategy #DirectToConsumer #Trends #Business and Finance #UnitedStates #trends Sources: - https://lnkd.in/e63tR8az

Heading into the final stretch of 2025, momentum is unmistakable. Health IT M&A is continuing to accelerate, valuations are climbing, and confidence is building. Key Highlights from Healthcare Growth Partners' October Observations: 🔹 Health IT M&A Momentum: The market continues to accelerate, with 111 U.S. transactions in Q3 (up from 100 in Q2 and 93 in Q1). Activity is broad-based, spanning IPOs, major buyouts, and mid-market deals as confidence returns across the ecosystem. 🔹 Multiples Surge: Average revenue multiples have climbed more than 50% year-to-date, reaching above 6x by Q3 approaching COVID-era highs. Strategic scale deals and AI-forward assets are driving the top quartile. Notably, lower quartile multiples are also seeing an uptick, indicating an improvement in quality alongside quantity. 🔹 Capital Markets Revive: The momentum established by Hinge Health and Omada has carried into 2H. Heartflow made its debut, and three more are in the pipeline - MindMaze, Strava, and most notably Zelis, which is targeting a ~$17B EV. 🔹 Investment Activity: 2025 has seen $12.3B invested across 478 deals -already surpassing 2023 totals and on pace to exceed 2024. Seven $250M+ AI-forward transactions have closed YTD, and repeat financings (Assort Health, Abridge) remain a defining trend. Check out the full observations here: https://lnkd.in/gnq-T7HC #healthit #privateequity #digitalhealth #healthcareit #markettrends

🇩🇪 Germany’s €2 Billion Health Care Savings Plan – What It Means for Pharma & Medtech The German Ministry of Health has unveiled a €2 billion savings package to keep statutory health-insurance (GKV) contributions stable in 2026. While the goal is financial relief, the approach raises key questions about sustainability, innovation, and access. ⚖️ Key Measures Hospital reimbursement cap → limited to “real cost development” (~ €1.8 billion savings) - Administrative cost reduction → €100 million cut for insurers - Innovation Fund reduction → €100 million less for pilot projects and new care models - Short-term stability may come at the expense of long-term structural reform. 💊 Pharma: Rising Reimbursement Pressure - Stricter AMNOG assessments and shrinking pricing flexibility - Reduced funding for real-world pilots (Innovation Fund) - Global ripple effects from lower German price references - Higher demand for robust added-benefit and RWE evidence To stay competitive, pharma must enhance value demonstration, integrate digital endpoints, and link innovation to measurable outcomes. 🏥 Medtech: Procurement & Innovation Squeeze - Hospitals—facing capped budgets—will delay investments and renegotiate contracts. - Fewer Innovation Fund resources and stricter MDR requirements intensify cost pressure. Yet, opportunities arise in outpatient care, home-based solutions, and connected devices where value and usability align. 🚀 The MArS Perspective At MArS, we see this as a call for Market Access 4.0: “Anticipate political cost containment — don’t react to it.” AI-driven dossier creation (DO-BO), VR negotiation training (Q-BO), and real-world data intelligence help our partners adapt early and sustain innovation under fiscal pressure. 📉 Short-term savings. 💡 Long-term transformation. Let’s shape access that balances cost with true value. #MarketAccess #Pharma #Medtech

MIT invests ₹198 Cr in Medi Assist 🏥💸 Medi Assist Healthcare Services has raised ₹198 crore via a preferential allotment to Massachusetts Institute of Technology (MIT) and its affiliate 238 Plan Associates. Allotment: 37.01 lakh shares @ ₹535 each Clearances: Approved by the Board and shareholders Strategic backdrop: Follows Medi Assist’s acquisition of Paramount Health Services and a collaboration with Star Health Leadership view: CEO Satish V N Gidugu says the investment reaffirms Medi Assist’s mission to drive India’s digital health transformation with AI-led innovation and better healthcare access. Why this matters: Fresh capital + recent partnerships signal a bigger push toward tech-enabled claims, care coordination, and access, key levers for India’s next phase of healthcare digitization. What’s your take, AI in health benefits: incremental upgrade or step-change for the ecosystem? #MediAssist #MIT #DigitalHealth #HealthTech #InsurTech #Investments #India #HealthcareInnovation #AIinHealthcare.  

TruBridge (TBRG): Unlocking Untapped Value in Healthcare Tech – A Deep Dive Bull Case TruBridge, Inc. (TBRG) operates at the vital intersection of healthcare and technology, providing essential business and financial services, as well as IT solutions, to healthcare providers. Its core strength lies in revenue cycle management (RCM), which is critical for hospitals and clinics to maintain financial health. The bull case rests on TBRG's specialized expertise, deep client relationships, and its ability to offer comprehensive, integrated solutions that address the complex administrative challenges faced by healthcare organizations. With increasing regulatory pressures and a demand for efficiency in healthcare, TBRG's services become indispensable, securing a recurring revenue base and opening avenues for cross-selling additional solutions. Current market sentiment for TBRG appears to be neutral to slightly undervalued, with analysts potentially underestimating the company's long-term growth trajectory and the stickiness of its client base. The market may be overly focused on short-term sector headwinds or broader economic concerns, overlooking TBRG's fundamental strengths and its defensive characteristics within the healthcare sector. This creates a potential entry point for investors who recognize the inherent value in companies providing mission-critical services that are less susceptible to economic cycles. Source - https://lnkd.in/dH6b3sTt

🌐 From Breaking Point to Breakthrough: Healthcare’s $1 Trillion Transformation Healthcare is on the cusp of a seismic shift. By 2035, $1 trillion in annual healthcare spending will move away from outdated cost pools—like administrative overhead and brick-and-mortar facilities—toward next-generation models that are digital-first, personalized, and consumer-driven. This creates unprecedented opportunities for inorganic growth: 📈 M&A as a catalyst: Established players can rapidly gain scale and capabilities by acquiring digital health platforms, AI-driven diagnostics, and hospital-at-home solutions. 🔄 Strategic divestitures: Shedding legacy, infrastructure-heavy assets will free up capital to reinvest in tech-enabled, distributed care models. 🤝 Partnerships and joint ventures: Expect bold collaborations between health systems, pharma, medtech, and even non-traditional entrants—from retail to big tech—to build integrated ecosystems. 🚀 Deal momentum: With super-consumers demanding proactive, seamless, tech-enabled care, deals will be critical to accelerate innovation and capture reallocated value pools. The question isn’t if this transformation will happen—it’s who will lead it. Those who act now—through strategic M&A, alliances, and portfolio realignment—will define the future of health. 🔑 Are you ready to lead in this $1 trillion reallocation of healthcare value? #Healthcare #MergersAndAcquisitions #Deals #DigitalHealth #PwC #FutureOfHealth Read the report: https://pwc.to/4mDfjMt

CINs can transform healthcare—better coordination, improved outcomes, and lower costs. But aligning incentives, managing multiple EMRs, and tracking quality metrics is no small feat. #qrcAnalytics helps CINs turn data into action—streamlining #HEDIS tracking, monitoring risk-adjusted performance, and giving real-time insights across the network. The result? More aligned teams, better outcomes, and contracts that actually deliver value. Collaboration works best when everyone has the right intel. That’s where we step in. https://lnkd.in/g5b-yvRm

The healthcare industry remains vibrant and constantly evolving, driven by technology and policy. From digital health to high-end device innovation, each breakthrough is transforming the patient experience and healthcare delivery models. AI-assisted diagnosis, remote monitoring, and precision rehabilitation are making healthcare smarter and more personalized, and enabling more proactive health management. However, this industry hasn't always been smooth sailing. Long R&D cycles, significant funding pressures, and complex regulations mean that implementing innovation requires patience, strategic vision, and cross-disciplinary collaboration. This is especially true for high-end devices and new drugs, where scientific validation and clinical support are crucial at every step. At the same time, opportunities are unprecedented. An aging population, the rise of chronic diseases, and the widespread adoption of digital technologies are creating enormous demand for smart healthcare, rehabilitation, and long-term care. The integration of healthcare with technology and the internet is creating new business models and service offerings, broadening the playing field for entrepreneurs. For me, healthcare isn't just an industry; it's a mission to improve quality of life. The ability to integrate technological innovation with clinical needs, driving product implementation and truly benefiting patients is the most appealing aspect of this industry and the most rewarding investment opportunity.