HLTH USA 2025 reinforced how the healthcare narrative continues to be shaped by the “three Gs”—GLP-1s, generative AI, and government. With more than 12,000 attendees, the event has matured into a central meeting ground for the healthtech and life sciences ecosystems. Key themes included the B2B pivot of consumer brands into employer markets, the shift from AI hype to AI hygiene, and growing focus on employer cost containment as care inflation hits 15-year highs. Despite improving VC and IPO momentum, M&A remains subdued; partnerships are serving as the main form of tie-ups among point solutions. Investor sentiment was upbeat around AI, although the environment remains tough for other early-stage platforms.
Read the full article: PitchBook Analyst Note: Top Takeaways from HLTH USA 2025 //
Source: https://pitchbook.com/news/reports/q4-2025-pitchbook-analyst-note-top-takeaways-from-hlth-usa-2025