MedTech Strategist Issue: Vol. 6, No. 8 - May 30, 2019
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Perspective - “Information as Medicine”
By Mary Stuart, Senior Writer/Market Analyst
As payors and providers increasingly turn to bundled care models, medical device companies should consider digital therapeutics, which are accumulating evidence of efficacy and cost efficiency.
Emerging Markets - “MedTecX: Mining China’s Appetite for New Technology”
By David Cassak, Co-Editor-in-Chief
The Chinese medical device industry is entering a new generation, open to but not dependent on Western companies. For Western companies, opportunity is there but the rules of access and business practices continue to be arcane. Now a new accelerator, launched by a former Medtronic executive, is helping companies find their way in what will soon be the world’s largest medtech market.
Outside Opinion - “3D Printing’s Future in Orthopedics: The Who, What When, Where, and Why”
By Paula Ness Speers, Masha Dumanis, Bradon Wade and Matthew Barnes, Health Advances and Aenor Sawyer, MD
Growing experience with the use of 3D printing in orthopedics, plus declining cost differences between 3DP and traditionally manufactured implants, are enabling device manufacturers to expand the applications of 3DP in the musculoskeletal sector.
M&A/Financing Review - “IPO Window Remains Open, But M&A Slows—Are Valuations Getting Too Frothy?”
By Stephen Levin, Co-Editor-in-Chief
Public investors maintained their interest in medtech—particularly small caps—in the first quarter of 2019, while M&A slowed. Could this be a sign that the sector’s rising valuations are causing prospective acquirers to back off?
Neuromodulation - “Axon Therapies: A Physiologic Intervention for Heart Failure Patients with HFpEF”
By Mary Stuart, Senior Writer/Market Analyst
Out of the Coridea Incubator, whose founders delivered the first renal denervation therapy for hypertension, comes a new heart failure treatment that uses one of the body’s fluid volume management systems to relieve left-sided heart pressure.
Structural Heart - “Conformal Medical: Simpler, Safer Left Atrial Appendage Occlusion”
By Mary Stuart, Senior Writer/Market Analyst
To prevent stroke in patients with AF, Conformal Medical is offering a left atrial appendage occlusion device that conforms to each patient’s anatomy. Placement of the device won’t require intraprocedural transesophageal echo and general anesthesia, does not require coaxial orientation within the appendage, and does away with the need for precise sizing so hospitals won’t have to stock an array of sizes of LAAO devices as they do now.
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Companies Covered in this Issue: Abbott Vascular, Akili Interactive Labs Inc., Alleviant Medical Inc., Axon Therapies Inc., Blue Sail Medical Co. Ltd., Boston Scientific Corp., CompanionMX Inc., Conformal Medical Inc., Conformis Inc., Corvia Medical Inc., DePuy, Edwards Lifesciences Corp., EOS, Ethicon Inc., Express Scripts Inc., GE Additive, GlaxoSmithKline PLC, Glaukos Corp., iRhythm Technologies Inc., Inspire Medical Systems Inc., Johnson & Johnson, Lepu Medical Technology (Beijing) Co. Ltd., LifeTech Scientific Corp., LimaCorporate, Medtronic PLC, MicroPort Scientific Corp., Novartis AG, Obalon Therapeutics Inc., Occlutech International AB, OrthoPediatrics Inc., Pear Therapeutics Inc., PrinterPrezz Inc., Ra Medical Systems Inc., Restoration Robotics, Shandong Weigao Group Medical Polymer Co., Shionogi & Co. Ltd., Shockwave Medical Inc., SI-Bone Inc., Stryker Corp., Suzhou Jiecheng Medical Technology Co. Ltd., Tactile Medical, UnitedHealth Group, V-Wave Ltd., Venus Concept
Topics Covered in this Issue: Business Strategies; Cardiovascular/Vascular; Digital Health; Emerging Markets; Investors & Dealmaking; Neurology/Neurovascular; Orthopedics/Spine; Perspective & Commentary; Start-Ups to Watch