Notes from the vault.
Short essays, market reads, and case studies on proton therapy and particle accelerator infrastructure. Published as the work warrants it, never to fill a calendar.
Notes and thought leadership.
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Market perspective
The next wave of radiation oncology M&A: from hardware to hybrids.
Distressed proton assets, an aging LINAC fleet, capital-light hospital JVs, and the radiopharmaceutical premium. The 2026 deal cycle and what it means for operators and investors.
Operator perspective
How regional oncology practices can out-compete academic centers.
Speed, access, patient experience, and a tightly chosen technology stack. The operator playbook for beating the local AMC on the metrics that referring physicians and patients actually feel.
Operator perspective
The hidden operational complexity of radiopharmaceutical therapy.
The CAPEX is lower than a proton vault. The OPEX is volatile. Inside the logistics of decay, hot lab footprint, staffing scarcity, and the 2026 payer wall that decides who actually makes money in RPT.
Operator perspective
Why radiopharmaceuticals are the next growth engine for radiation oncology.
Radiopharmaceuticals and theranostics break the vault-bound model. Why radiation oncology owns the strategic high ground, the economics that make RPT a real growth engine, and the operational playbook for capturing it.
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