Posted On: 12/21/2015 9:19:47 AM
Post# of 9144
The annual BB Christmas gift to longs (remember the boxes?)
Googling of top Medical Device companies … one lists the top 40, and another the top 30 global … but the interesting comment in the top 30 is …
"Healthcare firms have had years, really, to revamp their business models to jumpstart growth, but progress has been tortoise-like—hampered by lingering Affordable Care Act uncertainty, new federal regulations, hospital consolidations, purchasing decision instability, fickle reimbursement rates and demands for values-based solutions. Nevertheless, medtech manufacturers realize that future profits depend on their ability to evolve with the market, and many have begun their metamorphoses…"
It continues …
"The key to success, of course, lies in the industry’s ability to buck tradition—which historically, has been a virtual sacrilege among device companies. But disruptive change is underway. (emphasis mine) Companies no longer will be able to earn premium margins by simply selling clinical features and new devices into established market spaces. Rather, they will need to look at new segments and, particularly, new end-to-end solutions to secure additional revenue and maintain margins, contends an A.T. Kearney report on forces currently shaping the medical device industry."
I think Nanologix qualifies as a disruptive technology !!!
Larry
Googling of top Medical Device companies … one lists the top 40, and another the top 30 global … but the interesting comment in the top 30 is …
"Healthcare firms have had years, really, to revamp their business models to jumpstart growth, but progress has been tortoise-like—hampered by lingering Affordable Care Act uncertainty, new federal regulations, hospital consolidations, purchasing decision instability, fickle reimbursement rates and demands for values-based solutions. Nevertheless, medtech manufacturers realize that future profits depend on their ability to evolve with the market, and many have begun their metamorphoses…"
It continues …
"The key to success, of course, lies in the industry’s ability to buck tradition—which historically, has been a virtual sacrilege among device companies. But disruptive change is underway. (emphasis mine) Companies no longer will be able to earn premium margins by simply selling clinical features and new devices into established market spaces. Rather, they will need to look at new segments and, particularly, new end-to-end solutions to secure additional revenue and maintain margins, contends an A.T. Kearney report on forces currently shaping the medical device industry."
I think Nanologix qualifies as a disruptive technology !!!
Larry
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