MedTech Under The Microscope: Healthcare in the digital era PODCAST: Bellavue’s Stefan Blum talks about his two healthcare strategies and the way digitalisation has been shaping the medtech sector over the last decade.
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While stressing how digitalisation has been embedded within both the medtech and the general health care space over the last few years, Blum highlights his two strategies’ overarching themes, as well as the key differences between the Bellevue Medtech & Services fund and the Bellavue Digital Health fund he oversees.
American medical devices and health care producer Abbott Laboratories is one of the large caps the first fund invests in, to concurrently secure stability and growth. The Bellavue Digital Health fund, on the other hand, is mainly tilted towards exponential growth digital health companies like Shockwave Medical, which produces cardiovascular medical devices.
In this episode Blum also talks about forthcoming products which are expected to drive market growth and more specifically, he is eyeing names within robotic assisted surgery, structural heart disease treatment and diabetes care.
This episode was recorded on February 11 (2022).
American medical devices and health care producer Abbott Laboratories is one of the large caps the first fund invests in, to concurrently secure stability and growth. The Bellavue Digital Health fund, on the other hand, is mainly tilted towards exponential growth digital health companies like Shockwave Medical, which produces cardiovascular medical devices.
In this episode Blum also talks about forthcoming products which are expected to drive market growth and more specifically, he is eyeing names within robotic assisted surgery, structural heart disease treatment and diabetes care.
This episode was recorded on February 11 (2022).
