Pheonix Research - Editorial Index
Editorial analysis anchored to industries, segments, and the market intelligence behind them.
Epic ended 2025 with 43.7 per cent of the US acute care EMR market, up 1.4 points, in a year when hospital purchase activity fell sharply. That combination — rising share, falling installations — tells you the 7.9 per cent category growth is annuity, not demand, and the EU health data space will entrench it further.
When the OECD amended two skin test guidelines in June 2025, it deleted a validated method because the reconstructed tissue behind it had left the market. That supply-chain fragility, not the science, is what constrains in vitro toxicology — and it explains why the value is migrating from assays to platforms and reference data.
Eliquis faces three clocks: a patent date of 1 April 2028, a Medicare negotiated price effective 1 January 2026, and a clinical shift toward mechanical thrombectomy. Only the first is already in every model.
Eylea's US franchise fell 27% in 2025 and revenue per geographic-atrophy injection is down roughly a fifth, yet ophthalmology still compounds at 5.98% to 2033. Alcon's segment split shows where the growth went: consumables and equipment grew 5-6% while the intraocular lens did not grow at all.
The global emergency-medical rotor fleet grows just 2.5% a year, yet 43.2% of US air ambulance hours are flown at night and only 2.3% on instruments. Pheonix Research on the fleet cycle, the base-map tenders and the crew constraint behind a USD 8.0 billion-to-USD 14.6 billion market.
Air ambulance demand is clinically non-negotiable; the payment is not. Pheonix Research examines the USD 8.0 billion-to-USD 14.6 billion market through the gap between a roughly USD 30,000 billed helicopter transport and a USD 6,502 Medicare payment — and what that gap does to the operators who fly it.
