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Intuitive Surgical: DV5 Replacement Cycle, Surgeon Retention & Hospital Capital Decisions
Nov 9, 2026
Partner Interview
Intuitive Surgical•US•Large CapJohnson & JohnsonMedtronicSwitching CostsOEMs w/ Installed BaseNov 9, 2026
Intuitive Surgical: da Vinci 5 Upgrade Economics & Hospital Fleet Strategy
Oct 26, 2026
Partner Interview
Intuitive Surgical•US•Large CapMedtronicSwitching CostsOEMs w/ Installed BaseOct 26, 2026
Intuitive Surgical: Hospital Capital Allocation & Robot Utilization Economics
Aug 24, 2026
Partner Interview
Intuitive Surgical•US•Large CapMedtronicSwitching CostsOEMs w/ Installed BaseAug 24, 2026
Solventum: Solventum: Post-Spinoff State, Underinvested Tech & AI-driven Disruption Risk.
Jul 24, 2026
Partner Interview
Solventum•US•Large Cap3MJohnson & JohnsonMedtronicCardinal HealthJul 24, 2026
Boston Scientific: Peripheral Vascular Portfolio & Unmet Needs
Jun 23, 2026
Partner Interview
Boston Scientific•US•Large CapPhilipsMedtronicAbbott LaboratoriesJun 23, 2026
MMT: Arcline Acquisition Strategy & R&D Underinvestment
Jun 10, 2026
Partner Interview
Perimeter Solutions•US•Mid CapMSIBoston ScientificMedtronicScale EconomiesMission Critical Products & ServicesJun 10, 2026
Boston Scientific: M&A Strategy, Deal Process & Integration
May 19, 2026
Partner Interview
Boston Scientific•US•Large CapMedtronicMay 19, 2026
Intuitive Surgical & Surgical Science: Robotic Simulation & Digital Ecosystem
Sep 24, 2025
Sep 24, 2025
IP Research Analysis
Intuitive Surgical: Competitive Threat of Instrument Remanufacturing
Aug 27, 2025
IP Research
IP ResearchIntuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed Base
Aug 27, 2025
Intuitive Surgical: Europe Capital Equipment & Instrument Sales
Aug 19, 2025
Aug 19, 2025
Intuitive Surgical: Protection Against Remanufacturing
Aug 5, 2025
Aug 5, 2025
Intuitive Surgical Competition: Instrument Remanufacturing Process
Jul 28, 2025
Jul 28, 2025
Intuitive Surgical: Instrument Remanufacturing Competition
Jul 7, 2025
Jul 7, 2025
Coloplast: Urology Segment & China Market
Jun 24, 2025
Partner Interview
ColoplastMedtronicSmith & NephewJohnson & JohnsonConvaTec GroupBaxter InternationalJun 24, 2025
Coloplast: Reimbursements, Innovation & Local Operations
Jun 17, 2025
Partner Interview
ColoplastMedtronicJohnson & JohnsonSmith & NephewConvaTec GroupBaxter InternationalJun 17, 2025
Becton Dickinson: Leadership Style & Organic Growth
Dec 9, 2024
Partner Interview
Becton Dickinson and•US•Large CapWest Pharmaceutical ServicesMedtronicJohnson & JohnsonStevanato GroupStrykerDec 9, 2024
Becton Dickinson: M&A History, Culture & Management
Nov 19, 2024
Partner Interview
Becton Dickinson and•US•Large CapWest Pharmaceutical ServicesMedtronicJohnson & JohnsonStevanato GroupStrykerNov 19, 2024
Bonesupport: US Sales Process & Growth Opportunity
Nov 12, 2024
Nov 12, 2024
Bonesupport: History, Competition & Market Size
Sep 23, 2024
Sep 23, 2024
Intuitive Surgical: ASC's, Hugo Comparison & Efficiency Gains
Sep 9, 2024
Sep 9, 2024
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