Insights / Function
Field notes on Market Research in healthcare — primary, secondary, and synthetic methods, and how AI is shifting the discipline.
7 posts in Market Research
1 Sept 2026 · 2 min read
Sword Health is acquiring Headspace for a reported $200 million to $300 million, roughly 90 percent below its $3 billion 2021 valuation. I see this consolidation as the start of digital health's mature days.
24 Apr 2025 · 1 min read
Biolinq has raised $100M to challenge the CGM market with an intradermal patch that uses microneedles and a built-in LED display — and I break down what makes their approach genuinely different from devices like Abbott's FreeStyle Libre.
29 Jan 2025 · 1 min read
Neko Health's $260M raise is a signal that prevention may finally be getting the prime-time moment it deserves. I reflect on why this investment matters for a part of healthcare that has long been underfunded despite being the most cost-effective way to manage disease.
9 Jan 2025 · 1 min read
I recently gave Gemini Deep Research a try after it came up in three separate conversations, and I'm glad I did. It produces detailed, long-form research papers with referenced sources in minutes — a great tool for quickly getting a comprehensive grasp of a new topic.
19 Jul 2024 · 1 min read
CB Insights has just released a report on the AI readiness of different hospital systems in the US, and I'd love to see a similar study done for Europe. From my experience working with startups in the field, France, Spain, and several Scandinavian markets appear ahead of places like Germany or Switzerland.
16 Jul 2024 · 1 min read
Rock Health's 2024 Weight Care Experience Survey highlights that consumers favor multi-approach weight loss strategies, with exercise and diet most popular and virtual coaching services like Noom and WW widely used. I see this as the archetype of a major behavioural health challenge where well-executed digital solutions with smart AI components should be a perfect complement to the current GLP-1 craze.
2 Jul 2024 · 1 min read
PharmaTech is increasingly becoming a category on its own, with PitchBook launching a dedicated research report and Q1 2024 seeing $749 million in funding across 39 deals. I think it's worth examining how they define the category, given the interesting mix of CDMO/CMO activities and AI enablement they cluster together.