Investment Areas

 

Medical Devices

 

Medical Devices include an array of non-drug technologies that seek to enhance the quality of life with demand being driven by the baby boomers. They include cardiac stents, diagnostics and orthopedic implants to name a few. This industry is clearly divided into the two segments below:
 

  • Medical Devices – Early stage medical devices start-ups offer opportunities often over looked by larger funds. With the “boomer” generation offering at least 15 more years of strong demand for devices and advanced diagnostics which enhance and extend the quality of life. The start-ups in this area are often under funded at the seed stage where the best investment opportunities are often found. Frequently, these companies do not require multiple and ever-expanding rounds of funding before they are ready for market.
     
  • Medical Diagnostics – Diagnostic science whether applied to humans or animals is not a risky business. It has product cycle times and a risk profile similar to that for medical devices or other agbio opportunities. The regulatory environment is relatively simple and predictable. The margins and market sizes are highly attractive from a ROI point of view.

 

This market segment is undergoing major growth. This is driven by “post genomic” knowledge of disease markers and the ability to analyse data. Put simply, diagnostics are becoming much more sophisticated and capable of being individual specific. Another key value driver is the ability of diagnostics to become not only “detective” but “predictive.”