Episode breakdown:
00:00 – What June’s headlines missed
01:44 – Why Medtronic exited another business unit
05:02 – The quiet strategy behind “focus”
08:20 – $700M in deal volume: Who’s buying, who’s scaling
09:56 – LSI 2024: What we learned on the ground
13:33 – GTM strategy shifts in diagnostics and devices
15:41 – Private equity’s next move in medtech
18:23 – Boston Scientific’s bet and others to watch
20:10 – Key signals investors are paying attention to
22:50 – Where AI is winning—beyond the hype
26:17 – Medtech’s Q3 setup: what matters next
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