Dave Hodgson

Is your digital health strategy strengthening rural systems—or quietly draining them? The Executive Quick Start Guide outlines how to build rural first regional digital health networks that: ✅ Expand specialty access without exporting patients ✅ Use telehealth, eConsults, and RPM with clear escalation rules ✅ Align multiple organizations around shared outcomes Designed for leaders responsible for regional alignment, not one-off pilots. 📘 Explore the guide https://lnkd.in/gNTPnxMn #RegionalHealth #HealthcareStrategy #RuralHospitals #Telehealth #PopulationHealth #DigitalHealth #RuralHealth #HealthcareLeadership #eConsults #RemotePatientMonitoring #SpecialtyCareAccess

5

A “win-win ticket” in drug development is becoming hard to ignore: leading biopharma organizations partnering with AI-native innovators. This week, Variant Bio announced Inference—an artificial intelligence platform designed to accelerate drug discovery by analyzing large-scale genetic and biological datasets, including proprietary and public human genomic data. They also shared a multi-year research collaboration and license agreement with Boehringer Ingelheim in kidney disease, with potential license and milestone payments totaling over $120 million, and noted broader collaborations across the sector exceeding $200 million. To me, this is the model that will define the next era of research and development: Leading biopharma organizations bring: deep scientific assets, vast high-quality datasets built over decades (clinical trials, real-world evidence, omics, safety data…), hard-earned translational and clinical trial expertise, regulatory experience, the ability to scale globally… AI-native companies bring: cutting-edge methods, speed, experimentation culture, and the flexibility to iterate models rapidly… Together: a better chance to identify high-confidence targets earlier, reduce avoidable late-stage failure, and move from hypothesis to patient impact more efficiently. The real unlock is doing it responsibly—strong data governance, privacy-by-design, rigorous validation, and clear human oversight—so the benefits compound for patients, scientists, and health systems. We’re moving from “software as a platform” to partnerships as the platform. #DrugDiscovery #Biopharma #Genomics #ArtificialIntelligence #Biotech #RAndD #PrecisionMedicine #AI

1

It had to be said! 🎯 Epic's stranglehold on healthcare IT has stifled innovation for too long and the writing is on the wall. The consolidation myth needs to die already. We were promised efficiency and lower costs, but what we got was bloated bureaucracies that prioritize profits over patients. The data doesn't lie: smaller, agile providers consistently outperform these healthcare monopolies on both outcomes and patient satisfaction. Time for a major reset in how we think about healthcare delivery.

9

𝗛𝗟𝗧𝗛𝟮𝟱: 𝗔𝗜 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻𝘀 𝗶𝗻 𝗠𝗲𝗻𝘁𝗮𝗹 𝗮𝗻𝗱 𝗣𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗛𝗲𝗮𝗹𝘁𝗵 At HLTH 2025, Spring Health, Oura, and Hinge Health debuted major AI advancements:  • 𝗦𝗽𝗿𝗶𝗻𝗴 𝗛𝗲𝗮𝗹𝘁𝗵 launched VERA-MH, an open-source benchmark to assess the ethics and safety of mental health chatbots.   • 𝗢𝘂𝗿𝗮 announced a large-scale study to detect early signs of hypertension through its wearable ring, expanding its cardiovascular health focus.   • 𝗛𝗶𝗻𝗴𝗲 𝗛𝗲𝗮𝗹𝘁𝗵 introduced AI-powered movement analysis and a 24/7 assistant, Robin, to support musculoskeletal care. Together, these innovations reflect the industry’s shift toward safer, more personalized, and preventive AI-driven healthcare.

1

Investors Identify Their Five AI Platform Categories Set to Displace Legacy Health IT in 2026 at #HLTH25 https://lnkd.in/emyDn-sD (AP News, Yahoo! Finance) CATEGORY 1 - INTEROPERABILITY & DATA-TRUST CONTROL PLANES Vendors to See at HLTH: 1upHealth, Inc. · AWS Healthcare HealthLake · Google Cloud Healthcare · Health Gorilla · Microsoft Cloud Azure Health Data Services · Particle Health · Redox · Smile Digital Health CATEGORY 2 - PRIVACY-PRESERVING COMPUTE & DATA COLLABORATION (Clean Rooms, PETs, PPRL) Vendors to See at HLTH: Datavant ) · Snowflake HCLS (Clean Room) · Protopia AI · TripleBlind CATEGORY 3 - PRECISION OPERATIONS IN DIAGNOSTICS & MONITORING (Signal → Workflow → Payment) Vendors to See at HLTH: Aidoc · AliveCor · Butterfly Network, Inc.Cleerly · eko Health · GE HealthCare (Caption Health AI) · Wolters Kluwer Health Kluwer | UpToDate Expert AI CATEGORY 4 - AUTONOMOUS REVENUE INTEGRITY (Coding → Denials → Prior Auth) Vendors to See at HLTH: CodaMetrix · Fathom · Nym Health CATEGORY 5 - VIRTUAL SAFETY & WORKFORCE AUTOMATION (Beyond Tele-Sitting & Virtual Nursing) Vendors to See at HLTH: Artisight · care.ai · Careview · Collette Health (MedSitter) · LookDeep Health · Neteera Black Book Market Research LLC EDITOR'S NOTE All vendor names were directly cited by respondents in the 2025 Black Book/HLTH investor survey as examples aligned to each displacement theme. Inclusion DOES NOT imply endorsement or ranking by Black Book Research. 

25

Exciting news from WellSpan Health and General Catalyst as they expand their technology partnership via HATCo (via new transformation as a service offering). The collaboration aims to leverage automation and #AI technologies in three key areas: 1. Enhancing revenue cycle and business functions for "financial sustainability" 2. Streamlining workforce automation to address administrative tasks 3. Improving personalized and proactive care delivery through data analytics, AI, and digital health innovations Portfolio companies like Hippocratic AI, Commure, and Aidoc will be instrumental in driving these advancements. #HealthTech #Innovation https://lnkd.in/gRMNyzn5

11

1 Comment

The future of healthcare? Personalization. 🩺 For PE firms, this means growing opportunities in precision medicine. Download our NEW trend report for CAGRs, investor insights, and more: https://lnkd.in/g6358nCg

13

AI continues to dominate healthcare headlines, but its practical role in oncology remains more complex than many realize. This reel revisits insights from Episode 31: Inside Clinical Oncology Pathways: AI, Cost Transparency, and What’s Next with Gordon Kuntz, exploring why AI shows promise in areas like clinical trial matching while human expertise still drives pathway development. 🎧 Listen now to the Only Healthcare Podcast to revisit Episode 31 and hear the full conversation on AI, oncology pathways, and what’s next. Link to listen: https://buff.ly/wA2Xh5E

10

How are digital platforms transforming patient data capture in clinical trials? As life sciences organizations move from paper-based to digital models, eCOA solutions are enabling accurate, real-time data collection from patients, clinicians, and caregivers. In Part 1 of their discussion, Nisarg Shah, Practice Director, and Shashwat Sheel Bharadwaj, Analyst, from Everest Group, explore findings from the Life Sciences eCOA Products PEAK Matrix® Assessment 2025. Watch Part 1 here: https://okt.to/uzIigh #eCOA #ClinicalTrials #LifeSciences #EverestGroup #DigitalHealth #PEAKMatrix #AI #Pharma

5

Why Strategic AI Partnerships Will Transform Disease Management as We Know It In healthcare, we're witnessing a pivotal shift: strategic alliances between tech innovators and pharmaceutical leaders are revolutionizing how we approach chronic disease management. The recent partnership between Viz.ai, Sanofi, and Regeneron exemplifies this transformation for COPD care. As someone deeply involved in medical imaging AI observability and monitoring, we've seen firsthand how siloed approaches limit patient outcomes. This collaboration represents something different - a unified strategy that combines AI-powered detection with therapeutic expertise. What makes this partnership particularly significant: ➡️ It tackles COPD - the fourth leading cause of death globally yet chronically underprioritized and undertreated compared to other conditions. It leverages natural language processing to screen EHR data against established clinical guidelines, identifying high-risk patients who might otherwise fall through the cracks. ➡️ It builds upon Viz.ai's extensive healthcare network (1,700+ hospitals with 60,000+ providers) to scale impact rapidly. The implications extend far beyond COPD. This model demonstrates how technology companies, pharmaceutical innovators, and healthcare providers can align their strengths to create intelligent care pathways for other complex conditions. We've seen some of the technology enablers such as Rhino Federated Computing, begin bridging medical imaging AI and pharmaceutical company needs. For medical AI to reach its full potential, I think we need precisely these kinds of strategic alignments - where detection capabilities meet therapeutic expertise, supported by widespread clinical implementation. What are your thoughts? Are we taking a step closer where disease management becomes proactive rather than reactive through these strategic AI partnerships? #HealthcareInnovation #AIinHealthcare #COPD #StrategicPartnerships #MedicalTechnology

15