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Business Models and Strategy

 

Bupa acquires Australia’s Partnered Health Group

British multinational health insurer Bupa is acquiring Australian integrated healthcare provider Partnered Health Group from private equity firm Quadrant Private Equity. Bupa’s acquisition of Partnered Health reflects a broader shift among health insurers towards vertical integration, as payors look to move beyond the traditional model of reimbursing medical costs and take a more active role in delivering care. 

Doctify launches in Saudi Arabia

UK-based healthcare review platform Doctify has launched in Saudi Arabia, marking its seventh market and its second in the Gulf following the UAE. 

HBI 2026: Investing in Emerging Markets Summit in partnership with the IFC

At HBI 2026, healthcare executives and investors highlighted both the opportunities and the operational complexity involved in succeeding in emerging markets during the Investing in Emerging Markets Summit, held in partnership with the International Finance Corporation (IFC), a development bank which is part of the World Bank Group.

Isomorphic Labs raises $2.1bn 

Isomorphic Labs, a London-based AI drug design and development company, has raised $2.1 billion in funding led by American venture capital firm Thrive Capital. Google Ventures. Tech giant Alphabet's independent venture capital arm, alongside specialist technology investment firm MGX, global investment firm Temasek, Alphabet's independent growth equity fund CapitalG, and the UK Sovereign AI Fund, the British government’s £500 million ($670.32 mn) venture fund, also invested in the firm.

Carlyle acquires Knack RCM and EqualizeRCM

US private equity firm Carlyle has acquired a majority stake in two healthcare revenue cycle management (RCM) platforms: Knack RCM and EqualizeRCM. The investment is being made through Carlyle Asia Partners VI and Carlyle Asia Partners Growth II.

HBI 2026: Relieving the pressure; Investment, innovation and value creation in elderly and social care

Europe’s elderly care sector is in recovery mode after a difficult few years. Investment into the sector surged in 2025, particularly on the real estate investment side in the UK market. Looking ahead, panellists speaking at the ‘Relieving the Pressure: Investment, innovation and value creation in elderly and social care’ session at HBI’s 2026 conference seemed to paint a bright-looking future, given the increase in demand as baby boomers age combined with promising innovations in technology and care delivery models.

HBI 2026: Healthcare Property Summit

Speakers at the ‘Healthcare Property Summit’ at HBI 2026 expressed qualified optimism about the state of Europe’s healthcare real estate market. The record €21 billion inflow the continent saw in 2025, boosted by US healthcare REIT Welltower’s ~€8 billion investment into the UK’s care sector, “clearly shows confidence that the market is back,” as Nicolas Sannier, EMEA Healthcare Lead - Valuation & Risk at real estate services firm JLL, put it.

HBI 2026: Age concerns; Redesigning healthcare to cope with the demands of an ageing population

Speakers on the ‘Age concerns: Redesigning healthcare to cope with the demands of an ageing population’ panel at HBI 2026 painted a rough outline of how healthcare systems need to evolve to cope with ageing populations. Broad areas of focus included: better integration between different types of care, aided by better use of data and tracking of outcomes; more holistic treatment of patients, many of whom have comorbidities, including focusing on and measuring what matters to them; and making full use of the automation capabilities provided by new tech.

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