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Investment

Following the money in health innovation: funding trends, market signals and where capital is flowing across AI, longevity and digital health.

14 articles

The moat isn't on your wrist

Whoop and Oura spent 2026 walking from wearable brand to health platform down mirror-image paths: Oura buying clinical-data integration, Whoop capitalising into Medicare reimbursement and running its own care. The device is now the marketing layer; the real moat is whoever owns the cleanest pipe between consumer wearables and clinical systems, and Europe is missing the reimbursement pathway both are exploiting in the US.

The moat isn't on your wrist
20 May 2026· 7 min readdatainvestmentwearables

You can't retain a 42-year-old with a ping-pong table

Sixty percent of UK workers now rank private health insurance as their most valued workplace benefit, ahead of extra holiday. That single inversion breaks the century-old logic of employee benefits, and makes most of the 2026 perks stack retention-irrelevant for the people companies most want to keep.

You can't retain a 42-year-old with a ping-pong table
29 April 2026· 6 min readworkforcelongevityinvestment

The €50 billion bet on your body

The wearables industry just shifted from counting steps to predicting strokes. While most organisations debate digital transformation, tech giants are quietly building the infrastructure to turn your biological data into the next platform economy.

The €50 billion bet on your body
24 September 2025· 5 min readwearablesdatainvestment

The great healthcare investment shift

The same consumers who won't pay €18/month for digital therapeutics just spent €267 on an Oura ring. Meanwhile, traditional digital health funding has dropped 75% since 2021, while wellness companies secured €6.5 billion across 318 startups.There's a story hidden in these numbers about why some healthcare innovations thrive while others struggle to survive.

The great healthcare investment shift
30 July 2025· 4 min readinvestmentwellnesswearables

Subscription diagnostics for hungry AI's

Imagine the hospital's imaging suite reimagined as a monthly subscription that sits quietly in a spare room at home. Subscription diagnostics could do to healthcare what Netflix did to entertainment, shifting from centralised, high-cost infrastructure to accessible, AI-powered personal health, and rewriting the economics of asset utilisation along the way.

Subscription diagnostics for hungry AI's
7 May 2025· 4 min readaidatainvestment

Formula 1 racing for fertility

Innovation often happens at the intersections we least expect, like sports, entertainment, and reproductive biology. Could transforming a live sperm race into a spectator sport unlock new funding streams, spark critical public conversations, and redefine how we engage with health research?

Formula 1 racing for fertility
23 April 2025· 4 min readdrug-discoveryinnovationinvestment