Supporting Evidence
The investment thesis of Bellios Capital is underpinned by compelling macroeconomic, demographic, and technological trends that are reshaping healthcare delivery and creating opportunities for startups with scalable, tech-enabled solutions.
Surge in Value-Based and Technology-Driven Healthcare Models
The U.S. healthcare system is undergoing a structural shift toward value-based care, with 40.5% of healthcare payments now tied to alternative payment models (APMs)2. This shift is fueling demand for tools that improve clinical outcomes and reduce costs—particularly in digital health, remote care delivery, and AI-enabled clinical decision-making.
Artificial Intelligence as a Catalyst for Scalable Innovation
AI is revolutionizing healthcare by enabling earlier diagnoses, more precise treatments, and operational efficiencies. McKinsey reports that AI adoption in healthcare has increased significantly over the past five years, with clinical decision support and medical imaging analysis among the top applications3. PwC estimates that AI in healthcare could generate $1 trillion in value globally, driven by automation, risk stratification, and real-time diagnostics5.
Digital Health’s Mainstream Momentum and Reimbursement Tailwinds
Post-COVID, digital health adoption, remains strong, with telehealth utilization stabilizing at 38 times pre-pandemic levels4. CMS has expanded telehealth reimbursement, signaling long-term support for virtual care models8,9. McKinsey projects the telehealth market could reach up to $250 billion annually, depending on continued payer adoption4.
Patient Empowerment and Demand for Personalized Care
Patients increasingly prefer digital-first healthcare experiences, with over 70% expressing interest in using digital tools to manage their health6. This demand is amplified by demographic shifts such as aging populations7 and rising rates of chronic diseases, which now affect 6 in 10 adults in the U.S.8. These trends highlight the need for scalable, patient-centric solutions.
Growth of Precision Medicine and Next-Gen Therapeutics
The precision medicine market—anchored in genomics, biologics, and AI—is expected to exceed $100 billion by 20265. These technologies enable earlier disease detection and tailored therapies, making them attractive to both patients and payers seeking better outcomes and cost control3.
Supportive Regulatory and Ethical Infrastructure
Healthcare innovation is increasingly shaped by clear regulatory frameworks. The EU AI Act and global reforms to medical device regulations are incentivizing the development of ethical, compliant, and patient-safe solutions10. Companies that proactively address data security, algorithmic transparency, and bias mitigation will have a competitive advantage.
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