healthcare.digital October 30, 2025
Executive Summary and Investment Thesis
The Medical Technology (MedTech) sector is currently navigating a period of profound transformation, solidifying its position as one of Venture Capital’s (VC) most compelling frontiers. This assessment is validated by a powerful convergence of factors: the massive and resilient growth of the global healthcare market, the accelerating technological disruption catalysed by Artificial Intelligence (AI) and robotics, and the mandated economic shift toward value-based care (VBC).
The fundamental premise, that MedTech represents an exceptional opportunity, is sound. However, the investment landscape is defined by profound selectivity and capital concentration. Recent financial metrics demonstrate a robust rebound in the total dollar value invested, on pace for one of the sector’s strongest years since 2021, yet simultaneously, the...







