Strong earnings, mega-deals, and a robotics shake-up highlight medtech’s Q2. Nicholas Talamantes joins to cover the numbers, the moves, and the strategies setting the tone for the second half of the year.
Episode Breakdown:
00:00 – Opening and show introduction
01:02 – Meet guest Nicholas Talamantes and episode agenda
02:02 – Q2 earnings overview and market growth
05:15 – Spin-outs, mega-deals, and the venture ecosystem
08:39 – Key takeaways from a strong Q2
09:01 – Trade policy, tariffs, and AI regulation
14:25 – Trending stories: cardiology leads funding
16:57 – Acquisitions and diagnostics momentum
19:12 – Chronic disease management and IVD growth
22:01 – Strategic divestitures across medtech
24:44 – Robotics market snapshot and trends
28:52 – Olympus and Revival: robotic endoscopy push
31:21 – Fractal Health and Aqua Medical innovations
33:59 – Think Surgical and platform competition
35:28 – Biggest deals and raises in Q2
37:32 – Zimmer Biomet to acquire Monogram
41:56 – Favorite deals: Cardamon PFA and Nēros Medical
44:36 – Wrap-up and medtech resilience
45:14 – Compass platform and Europe plans
46:50 – Closing thanks and subscribe
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