Source: breyercaptial.com
This page contains some of the key points and my take aways from their thesis.
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excited to share @BreyerCap's latest healthcare thesis with my partner, @jimihendrixlive.
— Morgan Cheatham, MD (@morgancheatham) June 24, 2025
healthcare is at an inflection point. scientific discovery is accelerating, but systems of translation remain structurally stagnant. the result is a widening chasm between what’s possible… pic.twitter.com/mGoE729Exy
Breyer Capital invests in breakthrough biomedical technologies, emerging logics of care, and economic engines driving sustainable transformation.
The dislocation in healthcare is not just a system failure. It is the defining investment opportunity of our time.
Our goal is not to optimize the broken systems that exist, but to build what comes next. The opportunity and imperative is to rearchitect healthcare at its core.
3 key aspects that reshape the foundations of modern medicine: – Computation, which recasts medicine as an information science – Precision, which aligns intervention with individual biology – Prevention, which shifts care toward anticipatory systems of risk and resilience
Our portfolio spans AI-first diagnostics, programmable medicines, next-generation data infrastructure, new financial systems, clinician-empowering software, and novel care delivery models.
Principles guiding our investment philosophy
- Start with science
- Pursue precision
- Allow need to shape form
- Invent new primitives
- Set new standards
- Design full-stack systems
- Bridge bench to bedside
- Build in proximity
Where we’ are focused
We invest where durable change takes root: at the intersection of discovery, data, delivery, and distribution.
- Rebuilding the Clinical Stack
- Engineering Programmable Therapeutics
- Compressing Biomedical Time
- Creating Precision Evidence Infrastructure
- Unlocking New Data Frontiers
- Advancing Continuous Prevention
- Redesigning the Economics of Care
How we partner
Change in healthcare emerges at the boundaries: between research and care, software and science, people and technology. … Our partnerships span disciplines and institutions and are grounded in leading-edge science, unmet clinical need, and long-term ambition.
The next era of human health will not be inherited. It will be engineered. If this vision resonates, we want to hear from you. No idea is too early. No vision too ambitious.