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Solventum: Solventum: Post-Spinoff State, Underinvested Tech & AI-driven Disruption Risk.

Partner Interview
Solventum•US•Large Cap3MJohnson & JohnsonMedtronicCardinal HealthHealth CareIndustrials
Jul 24, 2026

Boston Scientific: Peripheral Vascular Portfolio & Unmet Needs

Partner Interview
Boston Scientific•US•Large CapPhilipsMedtronicAbbott LaboratoriesHealth CareEnergy
Jun 23, 2026

MMT: Arcline Acquisition Strategy & R&D Underinvestment

Partner Interview
Perimeter Solutions•US•Mid CapMSIBoston ScientificMedtronicSwitching CostsScale EconomiesMission Critical Products & ServicesMaterialsHealth Care
Jun 10, 2026

Boston Scientific: M&A Strategy, Deal Process & Integration

Partner Interview
Boston Scientific•US•Large CapMedtronicHealth Care
May 19, 2026

Intuitive Surgical & Surgical Science: Robotic Simulation & Digital Ecosystem

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IP Interview
Intuitive Surgical•US•Large CapSurgical Science SwedenMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
Sep 24, 2025
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IP Research Analysis

Intuitive Surgical: Competitive Threat of Instrument Remanufacturing

IP Research
IP ResearchIntuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
Aug 27, 2025

Intuitive Surgical: Europe Capital Equipment & Instrument Sales

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IP Interview
Intuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
Aug 19, 2025

Intuitive Surgical: Protection Against Remanufacturing

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IP Interview
Intuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
Aug 5, 2025

Intuitive Surgical Competition: Instrument Remanufacturing Process

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IP Interview
Intuitive Surgical•US•Large CapStrykerJohnson & JohnsonMedtronicSwitching CostsOEMs w/ Installed BaseHealth Care
Jul 28, 2025

Intuitive Surgical: Instrument Remanufacturing Competition

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IP Interview
Intuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
Jul 7, 2025

Coloplast: Urology Segment & China Market

Partner Interview
ColoplastMedtronicSmith & NephewJohnson & JohnsonConvaTec GroupBaxter InternationalHealth Care
Jun 24, 2025

Coloplast: Reimbursements, Innovation & Local Operations

Partner Interview
ColoplastMedtronicJohnson & JohnsonSmith & NephewConvaTec GroupBaxter InternationalHealth Care
Jun 17, 2025

Becton Dickinson: Leadership Style & Organic Growth

Partner Interview
Becton Dickinson and•US•Large CapWest Pharmaceutical ServicesMedtronicJohnson & JohnsonStevanato GroupStrykerHealth Care
Dec 9, 2024

Becton Dickinson: M&A History, Culture & Management

Partner Interview
Becton Dickinson and•US•Large CapWest Pharmaceutical ServicesMedtronicJohnson & JohnsonStevanato GroupStrykerHealth Care
Nov 19, 2024

Bonesupport: US Sales Process & Growth Opportunity

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BONESUPPORT•SE•Large CapJohnson & JohnsonMedtronicStrykerHealth Care
Nov 12, 2024

Bonesupport: History, Competition & Market Size

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IP Interview
BONESUPPORT•SE•Large CapStrykerJohnson & JohnsonMedtronicHealth Care
Sep 23, 2024

Intuitive Surgical: ASC's, Hugo Comparison & Efficiency Gains

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IP Interview
Intuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
Sep 9, 2024

Bonesupport: CERAMENT, Bone Infections & Use Cases

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BONESUPPORT•SE•Large CapStrykerJohnson & JohnsonMedtronicHealth Care
Sep 6, 2024
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Weekly update

FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB

Tesla•US•Mega CapFTAI AviationToyotaGreen Landscaping GroupMongoDBTopicusConstellation SoftwareIntuitive SurgicalComputer ModellingSLBMedtronicTransDigm GroupOracle
Sep 4, 2024

Intuitive Surgical: General Surgery Penetration

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Intuitive Surgical•US•Large CapJohnson & JohnsonMedtronicSwitching CostsOEMs w/ Installed BaseHealth Care
Sep 2, 2024

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