毕马威2026年医疗保健与生命科学投资报告

KPMG这份报告指出，2025年医疗保健与生命科学（HCLS）行业并购交易整体放缓，但2026年有望回升（67%受访者预计交易增加）

核心趋势包括：
✅️Biopharma: Focus on GLP-1 therapies, CNS treatments, and increased acquisition of late-stage assets.

✅️Life Sciences Tools & Diagnostics: Emphasis on multiomics, liquid biopsy, and AI-powered clinical decision support (CDSS).

✅️Medical Devices: Portfolio reshaping toward high-growth areas like cardiovascular and ophthalmology.

✅️Healthcare Services: Strong investment interest in behavioral health, fertility, and infusion services.

✅️Payers: Prioritizing data analytics, AI, and value-based care enablement amid cost pressures.

✅️Healthcare IT (HCIT): Accelerated adoption of AI and generative AI for clinical documentation, revenue cycle management (RCM), and operational efficiency

主要挑战包括美国政策不确定性、关税风险及高估值。

整体来看，行业在AI驱动与value-based care转型中寻求增长，2026年并购可能更活跃

?完整电子版报告获取方式在图片末尾，扫码添加发送【01】领取