From the JPM Healthcare Conference in San Francisco, Glenn Hunzinger, PwC’s Health Industries Leader, speaks with Jeremy Gelber, Partner at Vitruvian Partners, and Claire Love, Principal in PwC’s Deals Strategy practice to explore where healthcare investment momentum is building for 2026, how technology is reshaping value creation, and what investors are watching as care models, consumer behavior, and capital deployment continue to evolve.

Discussion highlights:

• Where technology and AI are delivering near term returns by improving efficiency, reducing administrative friction, and streamlining care delivery and payment
• Why women’s health is gaining attention as an underinvested growth opportunity, driven by unmet need, changing consumer expectations, and attractive long term economics
• How regulatory uncertainty is influencing investment decisions, increasing the importance of scenario planning and flexibility
• Where deal activity is expected to pick up in 2026 across healthcare subsectors, including healthcare IT, pharma services, medtech, diagnostics, and biotech
• How consumer trust, access to health data, and evolving behavior are shaping future care models and investment priorities

Speakers:

Glenn Hunzinger, US Health Industries Leader, PwC
Jeremy Gelber, Partner, Vitruvian Partners
Claire Love, Deals Strategy Principal, PwC

This episode is also available as a video on our website: https://www.pwc.com/us/en/industries/health-industries/health-research-institute/next-in-health-podcast/2026-healthcare-investment-trends.html 

For more information, please visit us at: https://www.pwc.com/us/en/industries/health-industries/health-research-institute/next-in-health-podcast.html.