Leading medtech companies have consistently outpaced the S&P 500 since 2019 by prioritizing innovation, quality, and financial performance. For decades, innovation has been the cornerstone of their success, enabling them to reach new patient populations and achieve revenue growth that surpasses the growth of the underlying patient population. However, rising R&D costs over the past 15 years have posed challenges to achieving strong returns on investment. Despite these pressures, top-performing companies have adopted new tools, agile quality management systems, and strategic collaborations to drive continuous improvement and sustain their competitive edge.
A critical enabler of medtech innovation is the semiconductor industry, which serves as the backbone of modern medical devices. From advancing diagnostic imaging to enabling personalized care, semiconductors are revolutionizing healthcare delivery. As the medtech landscape continues to evolve, collaboration between semiconductor manufacturers and medical device companies will be crucial for addressing challenges and unlocking new opportunities to improve healthcare outcomes. This presentation will explore value creation in medtech and the pivotal role of the semiconductor industry in driving innovation within this space.
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