About

“I don’t look to jump over 7-foot bars: I look around for 1-foot bars that I can step over.” Warren Buffett

Hi, I’m Raman Minhas and I write the Medtech Value Investor blog.* It’s based on my experiences as an investor in medtech stocks using a value-based approach, and as someone who works with entrepreneurial medtech compaies. It is written for:

• Investors who seek to understand a risk-reduced approach to participating in the growth of the healthcare sector. Opportunities include advances in medical technology and demand from ageing societies; risks include competitive, regulatory, clinical, technical and development.
• Entrepreneurs of development stage medtech companies who are keen to understand big medtech companies that could become partners in their ventures (through license, partnering, corporate VC or acquisition).

I also work with entrepreneurial medtech companies, providing support with partnering, licensing, financings and strategy (through ATPBio). In a past life, I was an Accident & Emergency doctor, including for the TT Races on the Isle of man.

Why am I an investor and an advisor to medtechs? Well, aside from finding the whole area fascinating, researching medtech companies as an investor makes me more useful to development stage medtechs. You build up an understanding of what drives big medtech partnering and acquisition strategy, see 6 Lessons for Medtech Entrepreneurs from Covidien’s Recent Acquisitions. And working with development stage medtechs helps me as an investor since it keeps me closely connected to what’s happening “out there” in the real world, see 15 Lessons from a Medtech Entrepreneur.

For a description of my investing approach, you can read Lessons from Medtech? , Medtech Value Investor’s Magic Number, and Improving Investor Returns: 3 Benefits of Watchlists

(*The focus of the blog has changed to medtech value investment since Sept 2011. Previously called ATPBio blog, it considered commercial issues affecting the biotech sector).