MedTech: pedal to the metal

The pandemic brought elective surgeries to a halt, supply chain constraints, and hospital labor shortages. As a consequence, the healthcare industry is undergoing major changes, and the medical device industry is about to unleash its potential.

Bottom line

The Covid-19 pandemic has caused divergent outcomes across the MedTech sector and is leading to major fundamental changes in the healthcare industry. While pandemic-related services and life-saving technologies have seen unprecedented demand, backlogs for elective surgical procedures and related diagnostics have dramatically increased. Should Covid-19 eventually reach endemic status in 2H22, we expect procedure-dependent players, imaging, and cancer screening companies to experience a sharp rebound in sales.  Meanwhile, the adoption of surgical robots and innovation is accelerating to enable the ongoing healthcare digital transformation.

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