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Healthcare Outlook

2024

Healthcare Outlook

December 18, 2023

This report was reuploaded on December 21, 2023, to reflect an update to a company's HQ location on page 15.

2024 in healthcare: Generative AI, value-based-care consolidation, and surgical robots 

Burned by cost inflation and negative reimbursement trends, US health systems are beleaguered. At the same time, healthcare investors have been spooked by some high-profile failed bets in biopharma. Our 2024 Healthcare Outlook predicts that both forces will have a depressing effect on healthcare deals in both VC and PE—with the possible exception of dealmaking for AI and anti-obesity drug companies. 

No matter what happens, it’s guaranteed not to be a dull year. GenAI is set to disrupt fields from employee benefits to drug discovery, and surgical robots are poised for major funding upswings.