Investor insights: using checklists to improve returns

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Last week one of the medtech CEOs I work with recommended a book: “The Checklist Manifesto: How To Get Things Right” by Atul Gawande. I was intrigued by his 2 minute summary on a tube ride in London – depicting … Continue reading

Exit strategies for medical devices

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You’re a medical devices entrepreneur. Your emerging company is developing new technology that will revolutionize the status quo. What’s your exit strategy? As a medical devices entrepreneur you have to keep your eyes on multiple balls at once. Everything from … Continue reading

Can investors profit from medical devices M&A?

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A recent Reuters article indicates medical devices M&A activity is poised to take-off in 2013. This after activity has fallen to a near low since 2009.  Is there a way that investors can benefit from such mooted M&A activity? With … Continue reading

Hologic buys Gen-Probe for $3.8bn: Is it a good deal for investors?

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Hologic’s acquisition of Gen-Probe for $3.8 billion was first reported in April and closed two days ago on 1st August. Was it a good deal for investors, and who did well from it? Emphasizing both strategic and financial rationals, the … Continue reading

How virtual can your medtech startup be?

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At least once a week I get drawn into a discussion about how virtual a medtech company can be – from its early stages right through to regulatory approval and even market launch. So, this post explores a few opportunities … Continue reading

The 2 most important things for medtech entrepreneurs

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Last week I participated in the EuroMedtech 2012 conference in Grenoble, France. My take aways from the meeting came down to two vital things that every medtech entrepreneur should carry at their core. The weather was beautiful and the location … Continue reading

Millionaire Teacher: Index investing for medtech specialists

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Is there a way for the average man or woman on the street to beat the vast majority of stock market participants? If you get it right, the payoffs can be huge. The journey make take a little time (anything … Continue reading

Macro insights for specialist investors

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Last week I attended the MoneyWeek Investing Conference in London, called Protect and Prosper.  Insights were mostly macro-based and it’s targeted at private investors. As a specialist medtech investor, why did I go, and why is it relevant to this … Continue reading

When Neopolitan Beats Vanilla: What Specialist Medtech Investors can Learn from Generalists

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Many investors are specialists. Indeed, specialism in something is usually the way to excel at whatever is your choosing. But can it lead to challenges (e.g. tunnel vision), and is there a way to overcome the specialist’s curse? I’ve spent … Continue reading

What’s the Hidden Value in TEVA’s Stock?

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Last week I added Teva Pharmaceutical Industries (Symbol: TEVA) to my stock portfolio, at a price of $44.40. It’s not medtech, but it’s still within my chosen niche area of healthcare, and offers many of the traits I look for … Continue reading