Bionics – Year’s Favourites 2022
26 January 2022
How we chose our Year’s Favorites
Tubeless insulin pumps, liquid biopsy, and mini-invasive cancer treatments were our top convictions for 2021. Robust clinical data and new partnerships drive acceptance and payer coverage in the right direction. Selected companies are uniquely positioned to maintain significant top and bottom-line growth.
- We decided to overweight artificial organs, next-generation in-vitro diagnostics, and mini-invasive treatments.
- Our Year’s Favorites were thus Insulet, Guardant Health, and Novocure.
What did not work
The lack of meaningful clinical updates and the impact of the Covid-19 surge on volumes were the main reasons behind the overall underperformance of the liquid biopsy sector. At the same time, despite encouraging clinical data, mini-invasive technologies for cancer treatment suffered from soft commercial dynamics.
- Contribution to the Year’s Favorites performance: Novocure -1.41%, Guardant Health -1.16%.
What worked
Tubeless insuline pumps had a very successful year, beating the 2020 revenue mark and growing users, thanks to the release of the artificial pancreas, continued reimbursements, and strong adoption through the pharmacy channel.
- Contribution to the Year’s Favorites performance: Insulet +0.35%.
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