This Month in Medtech: Build to Buy, Heartflow IPO, Strategics on the Move
Description
From billion dollar M&A to FDA greenlights and the next wave of surgical AI, August was packed with major stories in medtech. Omar Khateeb & Nicholas Talamantes break down the month’s biggest moves, from Philips’ restructuring and Medtronic’s AI milestone to emerging neurotech players and investor trends shaping the rest of 2025.
Episode Breakdown:
00:00 Medtech is back: August + September recap
01:05 Omar’s new baby & the team’s European summer break
03:42 The $500 million quarter that proved Medtech’s engine is alive
05:09 Inside LSI’s Hot 25 Startups – how they rank the “hottest” companies
07:32 Why fundraising is still strong despite market headwinds
10:18 How much it really costs to build a surgical robot today
14:44 Thermo Fisher’s $1.5 billion move into organ transplantation
16:13 The sci-fi machine that keeps donor organs alive
18:54 August’s standout deals – AI, cardiology, and diagnostics
21:60 The rise of neuromodulation for hypertension
23:30 Ultrahuman & the $55 million AI cardio boom
25:60 HeartFlow IPO and the new era of cardiovascular investing
27:46 LSI Europe recap – the most promising innovators of 2024
29:04 Dell MedTech and other breakout companies to watch
33:28 Early-stage funding vs late-stage momentum – where money’s really going
36:54 Why investors are tightening on seed rounds but spending big on M&A
40:34 Summer slowdown or market shift? The funding pulse explained
42:09 Why Medtech might be entering its “golden age” of innovation
46:55 Why founders must create content before LSI – visibility equals trust
48:23 The M&A rush continues – Boston Scientific, Edwards, GE Healthcare
50:14 Why these acquisitions prove Medtech’s resilience
55:29 Robotics in stroke care – the next frontier after orthopedics
56:27 Edwards buys Victorious for $497 million – a heart failure game-changer
58:30 September highlights and the next wave of innovators
1:05:31 The $85 million ENT deal that shows minimally invasive is winning
1:07:07 Closing thoughts – Q3 predictions and M&A outlook
1:09:35 Tal Wurzel and the founders who keep building after billion-dollar exits
1:10:26 Outro – subscribe for next month’s State of MedTech
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