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Nelson Advisors > Healthcare Technology Thought Leadership


The Fragility of Progress: A Technical Deep Dive into Microsoft's Research paper, the "Illusion of Readiness" in Multimodal Health AI Benchmarking
The Microsoft Research paper, "The Illusion of Readiness: Stress Testing Large Frontier Models on Multimodal Medical Benchmarks", delivers a strategic and technical indictment of the current methodology used to evaluate Large Frontier Models (LFMs) in healthcare. The central conclusion is that high scores achieved by leading systems, such as GPT-5, on static medical benchmarks cultivate a misleading "illusion of readiness" for high-stakes clinical deployment.
2 hours ago13 min read


The EU Data Act: A Structural Re-engineering of HealthTech Data Governance, Business Models and Regulatory Risk
The European Union Data Act (Regulation (EU) 2023/2854) represents a paradigm shift in the governance of machine-generated data within the European data economy. As a central pillar of the EU’s Digital Decade objectives, the Data Act’s primary goal is to foster competition and innovation by mitigating technical and contractual lock-ins that historically granted manufacturers exclusive control over the data generated by connected products. This mandate has profound implication
16 hours ago17 min read


Hardware, Software, Apps, Devices, AI : HealthTech driving Behaviour Change to improve Patient Outcomes
The digital transformation of healthcare represents a profound industry evolution, shifting the focus from episodic treatment to continuous, proactive intervention. This new paradigm, known broadly as Digital Health, utilises technology to facilitate active therapeutic engagement and deliver care outside traditional clinical settings, effectively realising the concept of "virtual hospital wards" and enabling remote diagnostics. This movement is supported by a massive and rapi
2 days ago15 min read


The Strategic Divergence and Convergence of C2B2C and B2B2C Business Models in HealthTech: A Data Ownership Analysis
The digital health ecosystem is witnessing the commercial maturation of intermediated business models, yet a critical distinction must be drawn between distribution channels and value origination. The business-to-business-to-consumer (B2B2C) model, characterised by partnerships between HealthTech companies and enterprise payers (employers, insurers), has become the default go-to-market strategy, primarily due to its ability to scale adoption and mitigate high customer acquisi
2 days ago17 min read


Who are the leading MedTech M&A Advisors in Europe?
The advisory landscape for European Medical Technology (MedTech) Mergers and Acquisitions (M&A) is distinguished by a structural bifurcation across transactional size and specialised focus. The market influence is segmented into three distinct classes: Tier 1 Global Banks, which dominate based on aggregate transaction value due to their capacity to underwrite and execute multi-billion-dollar strategic acquisitions; Tier 2 Integrated Firms, which drive high deal volume and pro
3 days ago15 min read


UK HealthTech M&A Market: What's Hot and What's Not in 2025 and looking ahead into 2026
The UK HealthTech mergers and acquisitions (M&A) market in 2025 is characterised by a "cautious yet discernible rebound". While global digital health funding has seen a decline, the European market, particularly within the UK, has demonstrated remarkable resilience, defying global trends with a significant surge in deal activity. This momentum is not uniform, however; it is marked by a profound bifurcation that separates the market into two distinct categories.
3 days ago14 min read


MHRA establishes UK AI Healthcare Regulation Commission for Ambient Voice Technology and AI Tools
The UK National Commission on the Regulation of AI in Healthcare has been established as a critical, non-statutory advisory body by the Medicines and Healthcare products Regulatory Agency (MHRA) to address the growing disparity between the rapid pace of artificial intelligence (AI) innovation and a legacy regulatory framework. Its mandate is to review existing regulations and provide a comprehensive set of recommendations for a new, rewritten rulebook for AI in healthcare, wh
3 days ago14 min read


Nelson Advisors invited to Judge the MedTech Startup Pitch Awards at MedTech Europe 2025
Nelson Advisors invited to Judge the MedTech Startup Pitch Awards at MedTech Europe 2025. The MedTech Malta Startup Pitch is a platform for medical technology startups to showcase their innovative products, services, and solutions to a panel of judges and potential investors. This shall provide a unique opportunity for entrepreneurs to gain exposure, receive feedback, and secure funding for their ventures.
7 days ago3 min read


The Venture Capital HealthTech Investment Thesis for Value Based Care
This report provides a definitive analysis for venture capital (VC) investment in the value-based care (VBC) healthtech sector. While VBC represents a profound and necessary paradigm shift with a multi-trillion-dollar market opportunity, it is not an environment for unsophisticated capital. The core finding is a qualified "yes": venture capital should strategically back VBC healthtech, but only by targeting specific business models and deploying patient capital with a deep
7 days ago14 min read


HealthTech to Watch in 2026: Subconscious Vibro Tactile Stimulation
Subconscious vibro-tactile stimulation (VTS) represents a powerful, emerging modality within the HealthTech sector, positioned to transition from a specialised clinical tool to a ubiquitous component of personalised healthcare. Defined as the application of non-invasive mechanical vibration to the skin to modulate neural activity, VTS operates on an implicit level, leveraging the body's natural sensory and proprioceptive systems to effect therapeutic changes in the brain and
Sep 2217 min read


Who are the leading HealthTech M&A advisors in Europe?
For High-Growth HealthTech Startups: When planning a fundraising or exit event, it is recommended to engage with a specialised boutique advisor like Nelson Advisors, with their "founders for founders" approach, they can offer a more tailored and empathetic perspective. Their deep understanding of the market niche and hands-on guidance can be more valuable for maximising shareholder value than the broad, standardised services of a larger generalist firm.
Sep 2213 min read


24 UK HealthTech Companies Named In TIME's 'World's Top HealthTech Companies of 2025'
TIME has released its inaugural "World's Top HealthTech Companies 2025" list, in partnership with Statista. The ranking highlights 400 companies from over 25 countries across six market segments. The companies were evaluated based on a combination of financial performance, reputation analysis, and online engagement.
Sep 205 min read


Separating Signal from Noise in the AI HealthTech Market
The current healthcare innovation economy presents a compelling and complex paradox for investors. The broader US healthcare venture capital fundraising landscape has experienced a significant decline, with the total for the first half of 2025 at just $3 Billion, a steep drop from the previous year. This puts the sector on track for its worst fundraising year in over a decade. This market contraction is largely attributed to economic and political uncertainty, coupled with a
Sep 1915 min read


Nelson Advisors invited to Chair the panel on the 'European HealthTech Investment Landscape' at HealthTechX 2025
Nelson Advisors Partner Lloyd Price will Chair the panel discussing the European HealthTech Investment Landscape, covering key questions such as: Which countries or regions in Europe are emerging as HealthTech hubs? Beyond the traditional powerhouses like the UK, Germany, and France, are there new centers of innovation, particularly in Central and Eastern Europe (CEE)? How are macroeconomic factors impacting the market? How are rising interest rates and inflation affecting d
Sep 184 min read


European HealthTech Market Analysis - September 2025: Transition from Fragmented Point Solutions into Critical Healthcare Infrastructure.
European HealthTech Market Analysis - September 2025: Transition from Fragmented Point Solutions into Critical Healthcare Infrastructure....
Sep 1716 min read
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