
Our Insights
The Investment Environment + Last Month in Borna Health Fund
ESG - A Force for Good That We Rarely Use
Periodically an investor asks about the role that environmental issues, social issues, and corporate governance (ESG) plays in the Borna investment process. ESG evaluation programs rate most public companies by these metrics and many companies fund internal programs to improve them.
Four Key Pillars to a Med-Tech Company’s Online Presence
81% of US adults use the internet every day, and the web has become a primary resource for researching a company or a medical procedure.
The Rise of GLP-1 Drugs for Weight Loss, and Their Impact on Med-tech
A wave of euphoria is sweeping the nation as GLP-1 agonist medications for treating Type 2 diabetes also have the side effect of driving meaningful weight loss. Two of these drugs are FDA approved for this indication.
The Rise of Women Med-Tech CEOs
Thirty years ago, when I entered the medical technology finance world, female executives were as rare as a sasquatch on Madison Avenue. There was the notable exception of Guidant’s Ginger Howard who led the Vascular Intervention Division and taught me everything about atherectomy and balloon catheters.
