MeridianConsensus
Industry coverage9 commissioned studies · $2.2T in aggregate coverage

Healthcare & Life Sciences.

From clinical-stage pipelines to hospital services. Our commissioned studies cut across the whole stack, pharmaceuticals, medical devices, diagnostics, life-sciences tools, and the health-system operators paying for all of it.

Our view

Thesis on Healthcare.

From clinical-stage pipelines to hospital services. Our commissioned studies cut across the whole stack, pharmaceuticals, medical devices, diagnostics, life-sciences tools, and the health-system operators paying for all of it.

Same methodology as every other Meridian verticalCommittee-reviewed before publication
What we research

Sub-sectors of Healthcare.

Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.

Pharmaceuticals & Biotech

Clinical-stage pipelines, patent cliffs, biosimilar entry, pricing under negotiation.

Medical Devices

Device-cycle economics, FDA 510(k) flow, reimbursement, OEM vs specialist positioning.

Diagnostics & Life-Sciences Tools

IVD, molecular panels, sequencing, bioprocess, cell & gene therapy manufacturing.

Health Systems & Payers

Inpatient and outpatient operator economics, payer-mix, labour inflation, chain consolidation.

Digital Health & Health IT

EHR platforms, digital therapeutics, remote monitoring, AI diagnostics and clinical decision support.

Dental, Vision & Animal Health

Dental-service organisations, vision retail and implants, animal-health pharma and devices.

Interactive · live

A working healthcare dashboard.

Every commissioned healthcare study ships as an interactive dashboard, size and trajectory, ranked share, regional cuts, segmentation. Hover every bar to see the underlying figure; every number is traceable to a named source.

Interactive dashboard · live
Pharma + medical devices · specimen
MRI · Q2 2026
Overview
2025 size · 2026–2036 forecast · committee-signed
$2.50T
2019
$2.57T
2020
$2.64T
2021
$2.71T
2022
$2.79T
2023
$2.86T
2024
$2.94T
2025
$3.67T forecast
2030
$4.78T forecast
2036
Revenue trajectory (historical 2020 – Q1 2026 · forecast 2026–2036)
Headline figures
2025 size
$2.94T
2036 forecast
$4.78T +5.0% CAGR
Confidence
High
See a live report
Strategic themes · this quarter

What is moving in Healthcare.

The priorities our research committee is tracking across the sector this quarter. Sub-sectors describe structure; themes describe motion. Reports commissioned against these themes ship with the latest signal-read baked in.

01

IRA drug-price negotiation Round 2

2027 roster and pricing-impact modelling across exposed manufacturers.

02

Biosimilar entry calendar

Top-10 biologic patent cliff dates and biosimilar-manufacturer competitive positioning.

03

GLP-1 category expansion

Secondary indications (cardiovascular, sleep apnoea, addiction) and competitive response from portfolio players.

04

Hospital labour cost inflation

Nursing wage normalisation, travel-nurse dynamics, and operator-margin structural reset.

05

Diagnostic AI clearance cycle

FDA AI/ML clearance pathway evolution and specialty-diagnostic AI adoption curve.

06

Obesity franchise supply-capacity reset

Novo / Eli Lilly GLP-1 API capacity ramp, oral reformulations, and the 2026 formulary-negotiation pathway reshaping gross-to-net economics.

07

Cell & gene therapy payer infrastructure

Bluebird / Sarepta / CRISPR Therapeutics launches stress-testing CMS outcome-based pricing models and specialty-pharmacy distribution.

08

Medtech ASC (ambulatory-surgery-centre) shift

CMS site-of-service migration driving ortho, cardio and spine volumes out of inpatient hospitals, reimbursement math re-priced for device OEMs.

In the library

Commissioned studies.

All markets
Representative engagement

A recent Healthcare engagement.

Client identity is held under NDA; scope, methodology, and outcome are disclosed. Full engagement references available under mutual confidentiality.

Engagement

Healthcare Devices

Growth-stage private equity

−37.7%
Estimate variance reconciled
Scope

Independent reconciliation on a niche interventional-cardiology segment where peer estimates diverged by 37.7%. Provided variance analysis plus committee-reviewed point estimate.

Outcome

Identified a structural pricing mismatch; the fund re-priced its entry position before closing.

Who uses this research

Role-tested in Healthcare.

The four teams that most commonly commission healthcare research. Each role below maps to a specific use-case the commissioned study is scoped against, from diligence to annual planning.

Corporate Development · Pharma/Devices

Pipeline-asset, device-company, and digital-health acquisition diligence with clinical-risk framing.

Growth Equity & PE

Healthcare-services and digital-health portfolio diligence; regulatory-risk scoring.

R&D Strategic Planning

TA sizing, pipeline-competitive intelligence, and commercial-opportunity modelling.

Equity Research

Sector-context for pharma, device, and health-services equities with pipeline and reimbursement disclosure.

Commission research

A healthcaremarket we haven’t yet covered?

Same methodology, same committee review, same written support. If you can describe the sub-sector, we can commission the study, accessible instantly on demand. Any geography, any boundary.

Adjacent coverage

Related verticals.

All industries

Intel Watchlist · from $89/mo

Track healthcare continuously: never miss a deal, exec move, or filing.

Senior Analyst Support ships an always-on intel feed: M&A 8-Ks, exec moves, regulatory dockets, and patent filings on healthcare. Email + Slack delivery. Cancel any time.

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