Hi HAIFers,
We’re entering a new phase in healthcare: it’s going global, the ROI is getting clearer, and the market is shifting from point solutions to infrastructure. I’m bullish on what comes next.
I mapped my view of what healthcare is turning into here: the Patient-Native OS.
Alongside the market intelligence and signals I share regularly, I’ll also be diving deeper into the healthcare AI platforms already making a big difference, and I genuinely enjoy writing those breakdowns, so watch out for those soon! If you think your company needs to be part of this deep dives series, message me on LinkedIn here.
Your shortcut for this week:
Read on for the foresight of the week and the full breakdown of what shaped healthcare AI 👇
Solutions and Launches
ConcertAI (US): Debuted "Accelerated Clinical Trials" (ACT), an agentic AI platform designed to automate protocol design and patient matching. The goal is to cut study design time by 50% and reduce the mid-trial amendments that plague 76% of studies. [Link]
Oath Surgical (US): Partnered with NVIDIA to launch OathOS, a spatial AI platform for outpatient centers. It uses real-time video and audio analysis to reclaim the one month per year surgeons currently lose to inefficient technology. [Link]
Oracle (US): Unveiled the Life Sciences AI Data Platform, aggregating 129 million+ de-identified patient records. The unified environment is built to support agentic AI analysis across the entire drug development lifecycle, preventing data fragmentation. [Link]

NHS (UK): Launched a pilot at Guy’s and St Thomas’ combining AI risk assessment (Optellum) with robotic bronchoscopy. The pathway aims to shorten diagnosis times by replacing weeks of repeat scans with a single targeted biopsy for high-risk patients. [Link]
Ant Group (China): Scaled its "Ant Afu" AI agent to 30M monthly users within Alipay. By integrating Haodf’s 300k+ doctors and national insurance payments, Ant is transforming its "Super App" into a primary healthcare intermediary to bypass China’s strained hospital system. [Link]

Massive Bio (Global): Released "TrialRelay," a physician-facing operating system that uses AI to calculate the optimal "Green Route" for oncology referrals. It aims to eliminate the "black hole" of patient handoffs between intake and trial consent. [Link]
Governance, Policy, and Ethics
MHRA (UK): Issued guidance explicitly distinguishing "wellness" apps from regulated medical devices. The move attempts to curb the surge of unregulated mental health chatbots by defining strict "safe use" parameters. [Link]
Black Book Research (Global): A new 2026 benchmark report warns that hospital AI deployment is outpacing governance. Key risks include a widespread lack of "audit trails" and no routine monitoring for model drift or bias post-deployment. [Link]
UK Government (UK): Released a one-year update on its "AI Opportunities Action Plan," confirming it has met 38 of 50 commitments to lay the foundations for AI and secure homegrown innovation. [Link]
South Korea: Enforced the "AI Framework Act," designating AI for healthcare services and medical devices as "high-impact." This introduces strict risk management obligations, human oversight requirements, and penalties for non-compliance. [Link]
Research and AI Advancements
Imperial College London (The Lancet): The TRICORDER trial revealed a critical "human factor" flaw: while AI stethoscopes are accurate, the study failed to improve diagnosis rates because GPs frequently forgot or chose not to use the device. [Link]
Stanford Medicine (Report): The "State of Clinical AI 2026" audit serves as a reality check, finding that while frontier LLMs excel at reasoning, they often fail when confronted with the messy, incomplete data typical of real-world EHRs.[Link]

The Lancet (Study): Results from the MASAI trial (105k+ women) showed AI-supported screening reduced "interval cancers" by 12% and improved sensitivity (80.5% vs 73.8%), effectively reducing radiologist workload by triaging cases to fewer human readers. [Link]
Chung Shan Medical University (Taiwan): A study on LLM reliability revealed "authoritative bias," where models agreed with incorrect information if the prompt was phrased with authority. [Link]
Partnerships & Adoption
Radiology Partners (US): Collaborating with Stanford Radiology’s AIDE Lab to validate AI tools across 3,400+ facilities. The partnership focuses on developing safety frameworks for monitoring AI in diverse, real-world clinical environments. [Link]
Innovaccer (US): Partnered with Snowflake to run its "Gravity" platform on the AI Data Cloud. Early adopters reported a 30% reduction in data integration timelines for enterprise AI workflows. [Link]
Group Health Cooperative (US): Became the first organization globally to deploy Epic’s new ambient AI charting tool in clinical practice, aiming to directly reduce the administrative burden on primary care physicians. [Link]
HealthEdge (US): Integrated Suki’s ambient AI into its GuidingCare platform. This extends "copilot" tech beyond doctors to payor-side care coordinators, streamlining member interactions. [Link]
Enlil (US): Partnered with Interlynk to integrate cybersecurity directly into the lifecycle of Software-as-a-Medical Device (SaMD). The tool generates "living" bills of materials (SBOMs) to ensure AI model transparency meets FDA standards. [Link]
Bets on the Next Health System
Investments:
Prenosis (US): Secured $40M (Series A + BARDA contract) to commercialize its FDA-authorized sepsis diagnostic and fund a major clinical trial for AI-guided treatment in acute care. [Link]
Automata (UK): Secured $45M (Series C) to scale its "operating layer" for life sciences. The funding will drive the adoption of robotics and unified data infrastructure to make physical labs "AI-ready." [Link]
Biorce (Spain): Raised $52.5M (Series A) to scale "Aika," an AI platform that generates regulator-ready clinical trial protocols in seconds. Backers include the CEOs of Revolut and Mistral AI. [Link]
M&A:
Sword Health (US): Acquired Kaia Health for $285M to consolidate the MSK market. The deal provides immediate access to 70 million lives via Germany’s digital reimbursement pathway. [Link]
Spring Health (US): Agreed to acquire Alma to expand access to precision mental health care. The acquisition combines Spring Health’s employer-focused platform with Alma’s network of independent clinicians and national health plan relationships. [Link]
That’s a wrap for Edition #9 of Health AI Foresight.
My goal with this newsletter is simple - to connect the present, the emerging, and the future of healthcare AI.
See you next week.
- Dr. Aboufandi
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