Huppy hump day, !

This week we dive into the Medical devices market, with market revenues projected to skyrocket to $670B by 2029.

Cybersecurity concerns are at an all-time high in the healthcare market, as the average cost of a data breach in 2024 was $4.88M for all industries and $9.77M for Healthcare organizations.

Healthcare EBITDA across verticals is shifting, with health services and technology making up 19% of the industry total and specialty pharmacy also gaining traction at 8% CAGR

-Healthcare 150 Team

The Future of Medical Devices: A Market Poised for Transformation

The medical devices industry is on an unstoppable growth trajectory! From AI-powered diagnostics to next-gen robotic surgeries, innovation is reshaping global healthcare at an unprecedented pace. With market revenues projected to skyrocket from $347B in 2016 to $670B by 2029, the demand for cutting-edge medical technology has never been stronger.

What’s driving this revolution?

• Breakthrough Technologies – Smart implants, AI-driven imaging, and minimally invasive treatments

• Booming Investments – Private equity, M&A, and institutional capital flowing into med-tech

• Regulatory & Market Shifts – FDA & EU MDR shaping the competitive landscape

• Emerging Market Surge – Asia-Pacific and Latin America fueling global expansion

For Investors, financial strategists, healthcare executives, and anyone looking to seize opportunities in this high-growth sector, check out the following report.

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The Healthcare EBITDA Shuffle

If the healthcare industry had a playlist, “Survival of the Fittest” would be on repeat. EBITDA across healthcare verticals is shifting, and the big winners are non-acute care, healthcare software, analytics, and specialty pharmacy. Since 2019, total industry EBITDA has inched up 3% annually, but the payer and provider segments are feeling the squeeze. Reimbursement pressures, labor shortages, and rising costs from the Inflation Reduction Act are pushing margins to their lowest levels in a decade. Meanwhile, Medicaid enrollment declines are leaving a higher-risk (read: more expensive) population behind.

Yet, not all is doom and gloom—health services and technology (HST) now make up 19% of healthcare EBITDA, up from 16% in 2019. Specialty pharmacy is also flexing, with 8% CAGR projections through 2028. In short, the future of healthcare profitability is looking more digital, more specialized, and less tied to traditional care models.

The bottom line: If you’re still betting on traditional payers and providers to lead the charge, it might be time to update your playlist.

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Healthcare’s Costly Cyber Problem Isn’t Going Away

Data breaches are getting pricier, and no industry pays a higher price than healthcare. While the average breach cost jumped to $4.88M, healthcare saw a 10.6% drop—but even at $9.77M per breach, it still holds the unwanted title of most expensive breaches for the 13th straight year.

The bigger concern? The ripple effect. 70% of breached organizations reported major disruptions, and 63% passed the costs onto customers—up from 57% last year. With recovery times stretching beyond 100 days, the financial and operational toll is growing.

For health tech, this is a wake-up call: investing in cybersecurity isn’t optional, it’s a cost-saving strategy. As breaches become more sophisticated, the question isn’t if but when, and how prepared organizations will be when it happens.

In partnership with Range

You Drive the Future of Healthcare—Let’s Secure Yours.

Range is a modern, all-in-one wealth management platform built for high-income professionals in healthcare and finance. Their flat-fee, fiduciary model ensures tax optimization, equity planning, real estate strategy, and investment management—all aligned to maximize your financial future, without conflicts of interest.

Ready to take a smarter approach to your financial health?

Book a complimentary demo and see how Range helps healthcare finance leaders and top physicians build lasting wealth.

Deal of the Week: Jazz Pharma Expands Oncology Pipeline with $935M Chimerix Acquisition

Jazz Pharmaceuticals is doubling down on rare oncology with a $935M all-cash acquisition of Chimerix, securing a promising brain tumor drug, dordaviprone. The deal provides Jazz with a near-term commercial opportunity, as dordaviprone is currently under FDA Priority Review, with a decision expected by August 18, 2025.

If approved, dordaviprone could become the first FDA-approved therapy for H3 K27M-mutant diffuse glioma, a rare and aggressive brain tumor primarily affecting children and young adults. The drug is also being studied in a Phase 3 trial for front-line use, potentially expanding its market impact.

With patent protection extending to 2037 and a clear path to commercialization, Jazz is making a strategic bet on long-term revenue growth in the rare disease space. The acquisition is expected to close in Q2 2025.

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Healthcare Gaps in APAC: Progress, but Challenges Remain

Access to basic sanitation and drinking water remains a stark health equity challenge across lower- and middle-income APAC nations. While countries like Sri Lanka (95%) and Vietnam (88.4%) lead in sanitation access, others, like Papua New Guinea (14.7%) and the Solomon Islands (20.6%), lag far behind.

Drinking water access tells a similar story,Bangladesh (98.3%) and Vietnam (97.2%) are near universal coverage, while Papua New Guinea (44.5%) remains critically underserved. The data highlights widening disparities, reinforcing the need for infrastructure investments, policy interventions, and regional collaboration to bridge the healthcare divide.

For health tech, innovation in water sanitation, remote healthcare, and mobile health solutions could play a transformative role in improving public health outcomes in these regions.

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