
Our Insights
The Investment Environment + Last Month in Borna Health Fund
Grail’s Multi-Cancer Early Detection Test to Bring Seismic Change to Oncology Diagnosis and Treatment
With the Galleri MCED test, our healthcare system is on the cusp of enormous change that will advance the detection and treatment of cancer. The impact could be as significant as the introduction of antibiotics on infectious disease.
Healthcare’s Unsung Hero - The Medtech Sales Rep
A recent data search showed that the average medical technology sales rep earned twice as much as the average pharmaceutical rep. At first, this struck me as odd, but then I thought about how the medtech reps often contribute a significant amount of ‘hands on’ support.
When a medtech management team leads with “We are Selling the Bundle” it is time to sell the stock. Medtronic illustrates the point.
The articulated ‘selling the bundle’ strategy is most important for what it leaves unsaid. It does not say, “We have the best products.” It does not say, “We have cutting edge technology.” It does not say, “Our devices will help you get the best outcomes for your patients.”
Nine Reasons to Invest in Medical Technology Companies
At Borna Health Fund, we typically have 80% of our assets invested in Medical Technology (Medtech) companies. Here is why.
