Flatiron Health

Executive Summary

Flatiron Health, a wholly-owned subsidiary of Roche, is a leading healthcare technology company that organizes real-world oncology data from electronic health records (EHRs) at scale. Its platform transforms fragmented clinical data into structured, actionable insights for cancer researchers, regulators, and biopharma companies. By enabling real-world evidence generation, Flatiron accelerates clinical trial design, regulatory submissions, and post-market surveillance. Founded in 2012 and headquartered in New York, the company has grown to over 1,000 employees and serves a broad network of community and academic oncology practices. As a key component of Roche's personalized healthcare strategy, Flatiron's data assets are integral to advancing precision medicine and improving patient outcomes. Flatiron Health operates in a rapidly expanding market for real-world data, driven by regulatory acceptance of RWE in oncology and the increasing need for cost-effective evidence generation. Its competitive moat includes deep integrations with EHRs, proprietary data curation processes, and a track record of peer-reviewed publications. However, as a subsidiary, its financial performance is not publicly disclosed. Future growth will likely hinge on expanding data sources beyond oncology, deepening AI/analytics capabilities, and supporting novel trial designs for Roche and external partners. With the ongoing shift toward value-based care and decentralized trials, Flatiron is well-positioned to remain a critical infrastructure provider in the oncology ecosystem.

Upcoming Catalysts (preview)

• Q3 2026FDA approval of a drug using Flatiron's RWE in a supplemental indication80% success
• Q4 2026Announcement of a major multi-year data partnership with a top-10 biopharma company65% success
• Q1 2027Launch of a new AI-powered analytics tool for treatment pathway prediction70% success