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Podcast: State of Medtech
Episode: 282. This Month in Medtech: Medtronic spins out diabetes, ResMed’s quiet acquisition acquires, Boston Sci ends heart valve business plus $425M in deals
Description: Episode breakdown:00:00 – Intro: Is Medtech Having a Moment?01:30 – Macro Trends: May Outperformed April03:10 – Medtronic Spins Off Diabetes Division: Why It Matters06:00 – AI Scams in Tech vs Guardrails in Healthcare09:15 – Public Market Confidence: Strong Q1 Earnings Recap12:30 – Intuitive Surgical CEO Transition & What It Signals14:55 – ResMed’s Long Play: Sleep OS & Apple Vision Pro Strap18:45 – VirtuOx Acquisition & Diagnosis-as-a-Service20:53 – Wearables, HRV, and Sleep Tracking Ecosystem25:45 – Consolidation vs. Independence: Should Inari Have Been Acquired?28:10 – Boston Sci Exits Heart Valves: Why It’s a Signal30:25 – P...