A Market Defined by Strong Fundamentals and Selective Capital

The panel opened with a look at a market that appears healthy in some ways and challenged in others. Heinbigner noted that the overall medtech market grew about 6% in 2025. Underlying fundamentals, including utilization volumes and capital spending, remain strong. But public market sentiment has not fully reflected that strength. Heinbigner pointed to a disconnect between industry fundamentals and equity market performance, noting that medtech has been trading at a discount despite historically trading at a premium. Blau described the current environment as “a very schizophrenic market environment,” pointing to a broader market where the S&P 500 has held up better than many would have expected given macro and geopolitical turmoil, while medtech has remained challenged. To read more detials visit here: https://www.slideshare.net/slideshow/a-market-defined-by-strong-fundamentals-and-selective-capital/288786716

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