The good times continue to roll for big cap device makers, with two companies doubling their market value, and not a single share price fall.
The speediest device developer is Roche, but a look at companies’ strategies shows the perils of relying on bought-in tech.
Intuitive Surgical makes the most money per employee – but the title of “most improved” goes to Philips.
The recent disappointing sales of drug-coated devices for peripheral arterial disease look likely to become the norm.
The Swiss group has succeeded with its internally developed diagnostics, but buying in innovation has served Becton Dickinson well.
In a quiet year for medical devices a couple of studies are still worth watching.
Big cap medtech is hiring, largely thanks to organic growth.