Episode breakdown:
00:00 – Intro: Is Medtech Having a Moment?
01:30 – Macro Trends: May Outperformed April
03:10 – Medtronic Spins Off Diabetes Division: Why It Matters
06:00 – AI Scams in Tech vs Guardrails in Healthcare
09:15 – Public Market Confidence: Strong Q1 Earnings Recap
12:30 – Intuitive Surgical CEO Transition & What It Signals
14:55 – ResMed’s Long Play: Sleep OS & Apple Vision Pro Strap
18:45 – VirtuOx Acquisition & Diagnosis-as-a-Service
20:53 – Wearables, HRV, and Sleep Tracking Ecosystem
25:45 – Consolidation vs. Independence: Should Inari Have Been Acquired?
28:10 – Boston Sci Exits Heart Valves: Why It’s a Signal
30:25 – Profound Medical & Histosonics: The Real Disruptors in Urology
34:10 – Deals & Dollars: 13 Funding Announcements Breakdown
39:25 – ClearPoint Neuro’s $110M Raise & Brain Surgery Playbook
43:50 – Cranius Therapeutics: Drug Delivery Beyond the Blood-Brain Barrier
46:00 – Salvia Bioelectronics: Owning the Migraine Category
49:00 – Neuromod Deep Dive: Market Share & Emerging Players
52:10 – SetPoint Medical & the Rise of Electroceuticals
56:00 – Outpatient Optimization & Verticalized Care Pathways
58:10 – Final Thoughts & LSI Asia Summit Preview
Learn more about LSI’s market intel platform and amazing investor summits at LS-Intel.com
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