Newsletter

Beating The Market - December 2025

The Next Battleground in Cardiology: Continuous Intelligence

Editor’s Note: Cardiology is entering its most transformational phase yet the shift from episodic diagnostics to continuous, AI-driven intelligence. November made one thing clear: the future will not be defined by a single modality, but by platforms that connect remote monitoring, electrophysiology, imaging, and decision support into a unified, real-time cardiovascular operating system.

Here’s what moved the market and why every investor, operator, and clinical leader is watching this space closely.

Remote Monitoring Steps Into the Spotlight

RPM Gains Clinical Momentum

A December analysis from HCPLive highlighted the growing body of evidence that remote patient monitoring (RPM) improves preventive cardiology, chronic disease management, and patient engagement. RPM is no longer a digital-health niche it’s becoming core cardiovascular infrastructure.

🔗 Evolving Evidence Supporting Remote Patient Monitoring in Cardiology (HCPLive, Dec 5, 2025) https://www.hcplive.com/view/evolving-evidence-supporting-remote-patient-monitoring-in-cardiology

New Clinical Data Validates AI Models

At the AHA 2025 Scientific Sessions, Anumana presented multiple late-breaking studies demonstrating the power of ECG-based AI models in heart failure and arrhythmia prediction.

This marks one of the strongest scientific signals yet that ECG AI is maturing into clinical-grade decision support and positioning itself as a fundamental layer in cardiovascular diagnostics.

🔗 Anumana Advances AI-Driven Cardiovascular Science With Late-Breaking HF Study (Business Wire) https://www.businesswire.com/news/home/20251109777744/en/Anumana-Advances-AI-Driven-Cardiovascular-Science-with-Late-Breaking-Heart-Failure-Study-and-Multiple-Abstracts-at-AHA-2025

Imaging AI Continues to Accelerate

A New Player Enters the Coronary AI Market

Circle Cardiovascular Imaging (Circle CVI) secured FDA 510(k) clearance for its cvi42 | Plaque platform an on-premise coronary plaque analysis tool designed to streamline workflow and enhance interpretability.

This positions Circle alongside HeartFlow and Cleerly in the rapidly expanding coronary AI race, and reinforces how competitive the imaging landscape has become.

🔗 Circle CVI Announces FDA Clearance for cvi42 | Plaque https://www.circlecvi.com/resources/circle-cvi-announces-fda-clearance-for-cvi42-or-plaque-for-coronary-artery-disease-evaluation

Workflow AI Becomes Strategic Infrastructure

ACC Partners With OpenEvidence

Perhaps the most important signal of the month: The American College of Cardiology (ACC) announced a partnership with OpenEvidence to bring generative AI directly into real-time cardiovascular decision pathways.

This marks the beginning of AI as clinical infrastructure not a standalone tool, but a layer that shapes diagnostic speed, treatment plans, and payer-facing documentation.

🔗 ACC x OpenEvidence to Advance AI-Enabled Evidence-Based Cardiovascular Care https://www.acc.org/About-ACC/Press-Releases/2025/11/07/17/25/American-College-of-Cardiology-OpenEvidence-to-Advance-AI-Enabled-Evidence-Based-Cardiovascular-Care

What November Taught the Market

November delivered a new truth: Cardiology is becoming AI-native.

Three themes now define where capital and clinical adoption are heading:

1. Continuous monitoring beats episodic diagnosis

From ECG patches to connected sensors, the market is shifting toward long-horizon datasets that enable prediction not reaction.

2. EP is the next frontier for AI-driven transformation

Arrhythmia detection, ablation planning, and risk modeling are rapidly becoming algorithmically augmented domains.

3. Decision support will determine platform dominance

The systems that win will be those that connect data → insight → workflow → reimbursement.

The 2026 Playbook Is Taking Shape

The companies pulling away from the pack are those that turn signals into decisions, decisions into efficiency, and efficiency into economics.

For investors and operators alike, the message is clear: Continuous intelligence is the new competitive advantage in cardiovascular care.