Insights.
Market intelligence, strategic analysis, and operator perspectives on health innovation in Europe. Published weekly. Subscribers receive content the week it is written. Website editions follow a month later.
VITAL SIGNSMedTech, August 2026: everything that mattered happened after approval
MedTech's opening cycle shows devices clearing approval, then losing on reimbursement, vigilance, and evidence standards: three tests approval cannot predict.
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PERSPECTIVEWhy European Health Companies Stall Before They Scale
Health 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.
Read →PERSPECTIVEAn AI-designed drug reached Phase III. The evidence bar did not move.
An 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.
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PROGNOSISThe Approval Is No Longer the Milestone
Healthcare's innovation machinery has outpaced its adoption machinery. RAPID, ACCESS and the EHDS show regulators and payers starting to close the gap.
Read →REFERENCEEU AI Act deadlines for healthcare AI
The EU AI Act deadlines that apply to healthcare AI and medical devices, what moved to 2028, and which obligations are in force right now.
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VITAL SIGNSThe AI Act deadline moved a year. Three obligations did not
The 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.
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PERSPECTIVENorth Africa's Digital Health Moment, and the Gap That Decides It
HealthSeed 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.
Read →PERSPECTIVEAI Drug Discovery: What's the Deal?
AI has largely solved drug discovery's chemistry problem, yet no AI-discovered drug has been approved. The value was never in the molecule.
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