Table of Contents – The MedTech Strategist, Vol. 2, No. 12, June 30, 2015 (40 Pages):
- Perspective: “Specialty Drug Pricing Pushback: Is this the Canary in the Mineshaft for Medtech?” by David Cassak
- Under the Lens: “Elixir Medical’s Contrarian Play in Cardiology: Go Bioresorbable or Go Home,” by Stephen Levin
- Market Snapshot: “Cartilage Repair: Next-Gen Products Tackle the Challenge,” by Mary Thompson
- Health Economics: “The Specialty Drug Price Debate: Should Medtech Be Worried?” by David Cassak
- Medtech Financing: “Half-Year Financing Recap: Crossover Investors Boost Device/Dx Financing; IPO Exits Trump M&A,” by Wendy Diller
- Start-Ups to Watch: “Autonomic Technologies: Neurostimulation Alleviates Intractable Headache Pain,” by Wendy Diller
- Start-Ups to Watch: “Renephra: Home-Based Fluid Removal for Fluid Overload and Chronic Edema,” by Mary Stuart
- Start-Ups to Watch: “Sandstone Diagnostics: A Home-Based Male Fertility Test Becomes a Health Tracker,” by Mary Stuart
Perspective: “Specialty Drug Pricing Pushback: Is this the Canary in the Mineshaft for Medtech?”
By David Cassak
It’s often the case that issues raised by the pharmaceutical industry come around to medical devices. Is it only a matter of time before the debate about specialty drug prices, which centers on quantifying the value of cancer treatments, roils the medical device industry?
Under the Lens: “Elixir Medical’s Contrarian Play in Cardiology: Go Bioresorbable or Go Home”
By Stephen Levin
Built on the efforts of innovative start-ups, interventional cardiology has matured to become the province of large strategics. Elixir Medical is looking to challenge that hierarchy by helping lead the conversion from metal stents to bioresorbable scaffolds, and in the process build what the industry hasn’t seen in a while: a significant new cardiology company.
Companies Covered: Abbott Vascular—Aigle Medical—Akesys Medical—Amaranth Medical Inc.—Bioabsorbable Therapeutics Inc.—Biotronik Inc.—Boston Scientific Corp.—Cerona Medical—Eli Lilly & Co.—Elixir Medical Corp.—Goodman Co.—Johnson & Johnson—Medtronic Inc.—Reva Medical Inc.—Terumo Medical Corp.
Market Snapshot: “Cartilage Repair: Next-Gen Products Tackle the Challenge”
By Mary Thompson
Efforts to develop a simple, effective method of repairing/regenerating the hyaline cartilage found in the knee have proven extremely challenging over the years. But a new generation of companies and products is now in the pipeline, and recent clinical results provide reason for optimism in this crowded, potentially multibillion-dollar field.
Companies Covered: Arthrex Inc.—B. Braun—CartiHeal Ltd.—Histogenics —ISTO Technologies Inc.—Orteq Sports Medicine—Osiris Therapeutics Inc.—Sanofi SA—SurgiColl Technologies Ltd.—Vericel Corp.—Sanofi SA—Zimmer Biomet
Health Economics: “The Specialty Drug Price Debate: Should Medtech Be Worried?”
By David Cassak
As prices for specialty drugs like oncologics soar, outrage is mounting over the cost of the new therapies, prompting a debate about their value. Could any of this spill over to medical devices?
Companies Covered: AbbVie—Celgene Corp.—Gilead Sciences Inc.—Merck—Real Endoints—Vertex Merck–Real Endpoints
Medtech Financing: “Half-Year Financing Recap: Crossover Investors Boost Device/Dx Financing; IPO Exits Trump M&A”
By Wendy Diller
Crossover investors, which have played such a big role in the current biotech bull market, appear to be increasing their interest in VC-backed device and diagnostics companies, says Silicon Valley Bank, with positive implications for the continuing health of the IPO window.
Companies Covered: Biocartis—HTG Molecular Diagnostics—Integra Life Sciences Holdings Corp.—Invitae—Natera Inc.—Outset Medical—Shockwave Medical—TEI Biosciences Inc.—TEI Medical Inc.
Start-Ups to Watch: “Autonomic Technologies: Neurostimulation Alleviates Intractable Headache Pain”
By Wendy Diller
With a neuromodulation device targeting the spheno-palatine ganglion, Autonomic Technologies hopes to treat the most difficult kinds of headaches, including cluster headaches and migraines.
Companies Covered: Autonomic Technologies Inc.—BrainsGate Ltd.
Start-Ups to Watch: “Renephra: Home-Based Fluid Removal for Fluid Overload and Chronic Edema”
By Mary Stuart
Millions of patients with heart and renal failure suffer from fluid overload that isn’t helped by diuretics; many patients with other diseases, such as cancer and venous insufficiency, also suffer from chronic edema. Renephra aims to help them with a device that can accomplish interstitial fluid removal in the home.
Companies Covered: Renephra Ltd.
Start-Ups to Watch: “Sandstone Diagnostics: A Home-Based Male Fertility Test Becomes a Health Tracker”
By Mary Stuart
Sandstone’s portable and inexpensive diagnostic platform lends itself to a home-based male fertility test, and in the process, will more broadly serve men’s health.
Companies Covered: Sandstone Diagnostics Inc.