Investors Demand Practical AI and Metabolic Results Ahead of Major Healthcare Conference

San Francisco, Sunday, 11 January 2026.
As the healthcare industry gathers for the 2026 J.P. Morgan Healthcare Conference, Black Book Research reveals a critical pivot in capital allocation. Investors are abandoning speculative hype in favor of “AI that ships” and differentiated metabolic assets, with 65% now requiring strict clarity on unit economics. This rotation signals a high-precision market where funding flows exclusively to teams demonstrating immediate workflow integration and tangible outcomes. Notably, this scrutiny has sparked renewed interest in special-situations capital, including carve-outs, as engineered pathways to value become essential in a data-driven investment landscape.