Good morning, ! It’s Thursday and we’re diving into the sustained growth of Ambulatory Surgery Centers, why Switzerland is a Biotech paradise, AI redifining healthcare workflows, and the Blockchain takeover in healthcare security.

First time reading? Join healthcare execs and innovators who rely on Healthcare150 for sharp, data-driven insights. Subscribe here.

Know someone in the healthcare space who should see this? Forward it their way. Here’s the link.

— The Healthcare150 Team

Operating Smarter: Why Ambulatory Surgery Centers Are the Future of Outpatient Care

Ambulatory Surgery Centers (ASCs) aren’t just reshaping healthcare delivery—they’re redefining the economics of surgical care. With the market projected to grow from $45.6B today to over $55B by 2029, ASCs are rapidly becoming the go-to solution for faster, leaner, and more cost-effective procedures outside traditional hospital walls.

What’s driving the momentum? A potent mix of policy tailwinds, payer pressure for value-based care, and patients seeking convenience without the complexity (or cost) of hospital stays. Private equity, health systems, and payer-provider hybrids are all muscling into the space, drawn by predictable growth, tech-enabled efficiencies, and consolidation potential.

From Medicare-certified facilities targeting the aging population to agile, high-margin centers serving commercial patients, this report unpacks the full ASC landscape—market growth, deal flow, operating footprints, and specialty hot spots. If you’re tracking the future of outpatient care or looking for scalable, investable healthcare models, this is essential reading.

Bottom line: ASCs are small in footprint, but big in opportunity. Let’s get into it.

Want to learn more?

Premium Perks

Since you are an Executive Subscriber, you get access to all the full length reports our research team makes every week. Interested in learning all the hard data behind the article? If so, this report is just for you.

Want to check the other reports? Access the Report Repository here.

AI in Healthcare: Early Returns Are Positive, but Quantification Remains Elusive

Generative AI is making its way into healthcare workflows, and early adopters are seeing encouraging signs, but the ROI story is still complex. Across the board, 41% of respondents report a positive, though unquantified, ROI, while only 4% see truly outsized (>4x) returns.

Why it matters: The bright spot? Health systems report the strongest results, with over half (52%) seeing positive outcomes. Meanwhile, health services & tech groups lead in clarity, with a smaller share (23%) still struggling to quantify AI’s value.

However, roughly one-quarter of respondents overall (26%) remain unclear on AI’s value potential, underscoring the early-stage nature of deployment and measurement challenges across payers and providers alike.

The big picture: AI’s promise in healthcare is real, but the road to hard ROI is longer than headlines suggest. Most are still figuring out how to capture and quantify the upside.

Bottom line: Early traction is good, but for AI to scale in healthcare, proof of value needs to move from anecdotes to balance sheets.

In Partnership with Build Wealth

WSJ Bestselling Author Walker Deibel’s BuildEnergy Fund Leverages 4-Decade Track Record (Over 65% Subscribed!)

​​B​uildEnergy Fund I is officially open to accredited investors​! This $100 million cashflowing fund offers family office terms and 30%+ IRR to its investors.

Why ​i​nvest? ​Walker Deibel, the serial entrepreneur, WSJ bestselling author, and founder of Build Wealth sees this fund as hitting all facets of his Growth Predictor Framework:

• Experienced Operating Team – A 4-decade / 6-fund track record of strong returns, including IRRs averaging 50%

• Attractive Returns – Prior fund is already cash flowing 15% cash-on-cash, and estimated 35% IRR only 18 months in.

• Institutional-Level Terms – Direct access to a $5M family office buy-in structure, reflecting a 7% immediate paper gain.

• Focused Sector Approach – A strategic, supply / demand imbalance play, acquiring $100 million roll-up of oil wells during a buyer’s market.

​If you’re an accredited investor, you can get access to the data room here:

Discover the deal

For questions, reach out to Mike Brown, Head of Investor Relations: [email protected]

Blockchain: The IoMT's Cyber Bodyguard

Blockchain has officially scrubbed into healthcare. With IoMT devices now tracking everything from heartbeats to sleep cycles, the data overflow is real—and vulnerable. Enter blockchain’s trifecta: decentralization, transparency, and confidentiality. Hospitals want HIPAA compliance without handing over the data keys, and blockchains offer the lock. Applications like HealthChain and MedRec are already running clinical laps.

The catch? You still need standardized rules (and some regulators with tech dictionaries). For now, blockchain isn’t curing patients—but it may cure healthcare’s trust issues.

Sponsored Content

This tech company grew 32,481%..

No, it's not Nvidia. It's Mode Mobile, 2023’s fastest-growing software company according to Deloitte.

Nasdaq ticker $MODE secured—invest at $0.26/share before their share price changes on 5/1.

Invest Now.

_{*An intent to IPO is no guarantee that an actual IPO will occur. Please read the offering circular and related risks at invest.modemobile.com.
*The Deloitte rankings are based on submitted applications and public company database research.}

DHL Locks In Cryopdp for $195M, Eyes Healthcare Growth

DHL is loading up its healthcare arsenal with a $195 million buyout of Cryopdp, the specialist in temperature-controlled logistics for life sciences. Cryopdp, handling over 600,000 sensitive shipments annually across 135 countries, will slot into DHL Supply Chain, beefing up the pharma cold chain and tightening service levels against fierce rivals like FedEx and UPS.

For Cryoport, Cryopdp’s seller, it’s a win on two fronts: a lucrative exit (having bought Cryopdp for just $57M in 2020) and a new strategic partnership with DHL to expand global supply chain reach, especially in APAC and EMEA markets.

With this play, DHL is aiming to close the gap in the healthcare logistics arms race. Already generating €5B+ in healthcare revenue, DHL is betting that integrated air and ground capabilities will push it closer to FedEx’s hefty $9B healthcare business.

Bottom line: DHL isn’t just shipping boxes, it’s shipping a statement. In the ultra-competitive cold chain game, speed, scale, and precision are the name of the game, and DHL wants the pole position.

Love Healthcare150? Receive the Same Weekly Newsletter For the Private Equity Market!

PE150 delivers proprietary insights, market trends, and actionable tools for Private Equity & M&A professionals—in just one 5 minute weekly email. Subscribe now

How the Swiss Made Biotech Boringly Efficient

Switzerland didn’t just luck into life sciences dominance—it engineered it. With Basel, Zurich, Lausanne, and Geneva each acting as innovation engines, the country runs on a multi-node model rather than a single mega-hub.

Call it the Rolex of research ecosystems. Switzerland’s life sciences engine runs quietly but relentlessly thanks to a rare mix:

• Decentralized hubs (Basel, Zurich, Geneva, Lausanne)
  

• Startup scaffolding: bioparks, tech transfer, low red tape
  

• Pharma gravity: Novartis and Roche still shape the orbit

This isn’t a place for moonshots—it’s where moonshots get commercialized. The country’s scale and structure let ideas flow fast, funding stick, and innovation stay local. All with a distinctly Swiss touch: measured, methodical, and massively effective.

"The road to success and the road to failure are almost exactly the same."

Colin R. Davis