Thoughts on Healthcare Markets & Technology
Thoughts on Healthcare Markets & Technology Podcast
Part II: Royalty Pharma for Real World Data: A Royalty Financing Company That Buys Forward Rights to Health System Data Licensing Revenue & Turns Clinical Records Into a Securitizable Asset Class
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Part II: Royalty Pharma for Real World Data: A Royalty Financing Company That Buys Forward Rights to Health System Data Licensing Revenue & Turns Clinical Records Into a Securitizable Asset Class

Hospitals are sitting on a recurring, contractual, uncorrelated cash flow buried in ‘other operating revenue.’ Nobody finances it. Nobody prices it. That is the opportunity.

It is health system data licensing revenue: deals with pharma, RWE vendors, registries, and now AI labs paying top dollar for clinical text. At big AMCs this runs tens of millions a …

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