Company Reports

Healthcare innovation represents a key area of exponential growth, and we think the scientific community's understanding of medical interventions has increased significantly over time and is likely to continue fast-paced development during the decades ahead. Within healthcare innovation, we view two key areas of explosive growth potential: innovative therapies and innovative devices and diagnostics, the latter of which is the focus of our new research. While the medical device and diagnostic industry's innovation engine appears mostly evolutionary to us, revolutionary innovations can represent the spark that both pioneers new markets and widens economic moats through the intangible asset source that is often present in medtech. Massive growth in scientific advancements and medical articles, along with major increases in medical patents, supports exponential growth opportunities in certain pockets of the medtech industry, in our opinion.