Show Notes
In this episode, Michael Matson, analyst at Needham, explains his thoughts behind a possible J&J acquisition of Boston Scientific. He also explains why he downgraded Medtronic and his take on supply chain issues. The rest of the episode will focus on Moon Surgical, which recently closed on a $31 million Series A to build a new robot that could lend critical assistance to surgeons. We speak with CEO Ann Osdoit about the company’s plans as well as investor and advisor Steve Oesterle, formerly of Medtronic. Oesterle also gives his assessment of the broader medical device-technology convergence including some fascinating forecasts for Verily. This episode is sponsored by KNF. Also hear more information about our upcoming DeviceTalks Tuesdays session and DeviceTalks West in-person meeting.
