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Nelson Advisors > HealthTech & MedTech Thought Leadership


The Great Valuation Pivot: From the "Rule of 40" to the "Rule of Data" in the Era of Artificial Intelligence
This report articulates the emergence of the "Rule of Data," a valuation framework that prioritises the defensibility, quality and exclusivity of the underlying data assets over the scalability of the software wrapper. We predict that in 2026, the only truly defensible data asset is high dimensional, proprietary data that cannot be scraped from the public web, with biological data emerging as the gold standard of this asset class. Through a rigorous analysis of market trends
21 minutes ago16 min read
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