Healthcare Evolution 2025: AI, IRA, and GLP-1s Redefine the Industry

AI Dominance:
AI, particularly generative AI, is expected to play a pivotal role in healthcare, transforming clinical decision support, drug discovery, and administrative tasks135.

IRA Impact:
The Inflation Reduction Act (IRA) will significantly affect biopharma, leading to price negotiations and reduced R&D pipelines, impacting pharma and pharmacy benefit managers (PBMs)13.

GLP-1 Growth:
GLP-1 medications are experiencing substantial growth due to their effectiveness in obesity and type 2 diabetes management, with potential impacts on durable medical equipment suppliers and broader industry trends134.

Value-Based Care:
There is a growing emphasis on value-based care, driven by margin pressures on payers, leading to increased investment in analytics and preventive care platforms1.

Telemedicine Maturation:
Telemedicine is evolving from a niche service to an integrated part of comprehensive care plans, addressing growing medical deserts and improving patient access3.

Pharmaceutical Industry Shifts:
The industry is moving towards direct-to-consumer sales, bypassing PBMs, and focusing on lifestyle diseases, particularly obesity34.

Healthcare Technology Advancements:
Digital-enabled devices and AI-driven solutions are transforming healthcare delivery, from clinical support to administrative efficiency135.

Sources:

1. https://www.bcg.com/publications/2024/private-equity-in-health-care-2024

3. https://www.ceceliahealth.com/industry-insights/2024-healthcare-trends/

4. https://www.iqvia.com/blogs/2024/03/decoding-the-buzz-around-weight-loss-medications

5. https://www.definitivehc.com/blog/6-ways-ai-is-transforming-healthcare