LS: Next Growth Curve
April 22, 2026
Developed markets are facing structural headwinds, such as affordability constraints, pricing reform, as demographic saturation and slower volume growth are limiting expansion and resulting a moderating growth rate. In contrast, emerging markets are entering a phase of healthcare formalization and access expansion driven by rising chronic disease burden and government prioritization of pharmaceuticals
Q4 | 2025 NAVIGATING DEALFLOW: EUROPEAN SOFTWARE QUARTERLY
March 19, 2026
After years of rising growth multiples, Europe’s software market is repricing. Our first Navigating Dealflow: European Software Quarterly brings a clear view of how this reset is changing M&A, where valuations are landing, and which segments are holding up.
CDMO platforms will be the central arena for MedTech M&A in 2026
February 19, 2026
The MedTech manufacturing landscape is entering a pivotal phase.
Navigating Global Pharma Policy
January 26, 2026
As the U.S. considers imposing tariffs on European pharmaceutical imports, the ripple effects could be felt across the global healthcare landscape. For an industry already grappling with rising R&D costs and competitive pressures, these tariffs threaten to erode profit margins and disrupt finely tuned supply chains.
