282. This Month in Medtech: Medtronic spins out diabetes, ResMed’s quiet acquisition acquires, Boston Sci ends heart valve business plus $425M in deals

Episode breakdown:00:00 – Intro: Is Medtech Having a Moment?01:30 – Macro Trends: May Outperformed April03:10 – Medtronic Spins Off Diabetes Division: Why It Matters06:00 – AI Scams in Tech vs Guardrails in Healthcare09:15 – Public Market Confidence: Strong Q1 Earnings Recap12:30 – Intuitive Surgical CEO Transition & What It Signals14:55 – ResMed’s Long Play: Sleep OS & Apple Vision Pro Strap18:45 – VirtuOx Acquisition & Diagnosis-as-a-Service20:53 – Wearables, HRV, and Sleep Tracking Ecosystem25:45 – Consolidation vs. Independence: Should Inari Have Been Acquired?28:10 – Boston Sci Exits Heart Valves: Why It’s a Signal30:25 – Profound Medical & Histosonics: The Real Disruptors in Urology34:10 – Deals & Dollars: 13 Funding Announcements Breakdown39:25 – ClearPoint Neuro’s $110M Raise & Brain Surgery Playbook43:50 – Cranius Therapeutics: Drug Delivery Beyond the Blood-Brain Barrier46:00 – Salvia Bioelectronics: Owning the Migraine Category49:00 – Neuromod Deep Dive: Market Share & Emerging Players52:10 – SetPoint Medical & the Rise of Electroceuticals56:00 – Outpatient Optimization & Verticalized Care Pathways58:10 – Final Thoughts & LSI Asia Summit PreviewLearn more about LSI’s market intel platform and amazing investor summits at LS-Intel.comAre you a medtech CEO in need of some marketing help attracting investors, growing sales pipeline, and more? Go to GrowMyMedtech.com to book time for a free analysis.Subscribe to our Youtube Channelhttps://www.youtube.com/channel/UCGpL_rGt1LQJwinMq_K7gfgSubscribe to our LinkedIn Newsletterhttps://www.stateofmedtechpodcast.com/Follow The State of MedTech onLinkedIn https://www.linkedin.com/company/thestateofmedtechInstagram https://www.instagram.com/stateofmedtech/TikTok https://www.tiktok.com/@stateofmedtechX https://twitter.com/StateofMedTechFacebook https://www.facebook.com/stateofmedtech/Follow Omar M. Khateeb onLinkedIn https://www.linkedin.com/in/okhateeb/Instagram https://www.instagram.com/omar.m.khateeb/TikTok https://www.tiktok.com/@omarkhateebofficialX https://twitter.com/OmarMKhateebFacebook https://www.facebook.com/OmarMKhateeb/This podcast is for informational and educational purposes only and does not constitute financial, investment, legal, or medical advice. The views and opinions expressed by hosts and guests are their own and do not necessarily reflect those of State of MedTech LLC. Nothing discussed on this podcast should be interpreted as a recommendation to buy, sell, or hold any investment or security. Listeners should conduct their own due diligence and consult with a qualified financial advisor, attorney, or other professional before making any financial or investment decisions.