State of Medtech

Episode breakdown 00:00 – Why You Shouldn’t Wait to Start Your Capital Raise 00:34 – The Hidden Cost of Fundraising & Building Public Visibility 00:53 – Intro: The State of Medtech with Omar Khateeb 01:08 – Meet Colleen Gray: From Entrepreneur to Investment Banker 01:38 – Why Raising Capital Is Harder in 2024 02:13 – Colleen’s Journey: Tech to Orthopedics CEO to US Capital SVP 04:18 – Lessons...

Episode Breakdown: 00:00 – Intro 00:21 – Why materials matter in medical device design 01:14 – Dr. Upma Sharma’s path from engineer to medtech CEO 03:01 – Arsenal’s founding story with Bob Langer and George Whitesides 06:20 – DARPA’s battlefield challenge and the birth of Rescue Foam 10:15 – How “Fix-a-Flat” foam saves lives internally 11:44 – Neocast: A liquid embolic inspired by toothpaste physi...

Episode Breakdown: 00:00 – Intro 00:30 – Catherine Mohr on solving wicked problems in healthcare 01:36 – From engineer to surgeon to global strategist 04:42 – Early Intuitive years: misunderstood startup to category leader 07:29 – Ad 1: Blue Goat Cyber 10:28 – Why she created the Intuitive Foundation 13:59 – Asia and Africa will dominate healthcare by 2050 17:59 – How to identify problems worth so...

Episode breakdown: 00:00 – Welcome to the State of Medtech Podcast 00:28 – Introducing Marc Zemel, CEO of Retia Medical 01:05 – Marc Zemel’s Background and Journey to Medtech 02:09 – The Problem Retia Set Out to Solve 02:59 – From Concept to Commercialization: Retia's Path to FDA & Medtronic Partnership 03:44 – Retia’s Primary Use Case: High-Risk Surgeries & ICU 05:00 – Why Accurate He...

Episode breakdown:00:00 – Intro: Why ASCs Are Reshaping Medtech02:48 – Smith+Nephew’s Outpatient Playbook with Craig Gaffin06:00 – Why the Future Is Subscription-Based Devices10:31 – What Makes the Cori Robot Different15:22 – Capital Efficiency in Modern Medtech19:10 – Competing with Intuitive Surgical’s Platform Model24:44 – Craig on “Wi-Fi Money” and Recurring Revenue28:02 – How Smith+Nephew Use...

Episode breakdown: 00:00 – What June’s headlines missed 01:44 – Why Medtronic exited another business unit 05:02 – The quiet strategy behind “focus” 08:20 – $700M in deal volume: Who’s buying, who’s scaling 09:56 – LSI 2024: What we learned on the ground 13:33 – GTM strategy shifts in diagnostics and devices 15:41 – Private equity’s next move in medtech 18:23 – Boston Scientific’s bet and others t...

Episode breakdown: 00:00 – Why Ronny Abovitz has better mics than podcasters 01:45 – From MAKO Surgical to Magic Leap: Rony's medtech journey 03:00 – Growing up in Cleveland and why he built MAKO near home 06:00 – The talent stack: engineer, cartoonist, D1 javelin thrower, DJ 14:16 – The cartoon that nearly got him expelled 18:16 – Building MAKO Surgical from a backroom lab 23:16 – How he met...

Episode breakdown: 00:00 – The Hidden Problem in Medtech Feedback 02:16 – From Bing + Netflix to Medtech: Sasi’s Journey 04:17 – The Missing Link in Voice of Customer 08:01 – How Fanvoice Works for Busy Surgeons + Reps 10:17 – Sales as a Strategic Feedback Channel 14:29 – Small Sample, Big Signals: AI Pattern Recognition 16:40 – Sentiment Analysis = Real-Time Product Intelligence 20:22 – Avoiding...

Episode breakdown: 00:00 – Why AI agents are misunderstood—and underused in healthcare 02:47 – What separates automation, AI, and agents 06:19 – Which industries are deploying AI agents best 08:15 – Overestimating AI: what it *can’t* do yet 10:06 – The wildest use case Jelani’s built: full browser automation 12:56 – AI avatars + loneliness + aging populations = a new medtech opportunity 16:44 – HI...

Episode breakdown: 00:00 – What’s Wrong with Traditional Endoscopy 03:19 – Bryan’s Path: Law, VC, MIT Startups → Medtech CEO 07:50 – Why Endoscopy Is Ripe for Disruption 11:10 – Breaking Down the Endoscopy Market TAM 13:48 – Starting with Sports Med: Why That Matters 16:30 – Why Pristine Is Betting Big on ASCs 18:33 – The $100K Problem Hospitals Don’t Talk About 19:27 – Real Barriers to Adoption (...

Episode breakdown: 00:00 – From Chicago Roots to Stanford MBA: Laura’s Unlikely Path 03:19 – Why SI-BONE Was Her First Medtech Role 06:55 – Sabbatical, Reflection, and Finding Purpose in Patient Impact 09:13 – What It Took to Become CEO After Being CFO 11:35 – Leading SI-BONE Through Its IPO 14:43 – The Reimbursement Playbook Behind Their Success 16:41 – Defending a Category Against Fast Followers...

Episode breakdown: 00:00 – Why Spine Still Struggles with Innovation 03:41 – Gabriel’s Journey: From Farmhouse Birth to Gates Think Tank 06:48 – What Working With Bill Gates Taught Him About Scale 09:31 – The Problem with Surgical Visibility (And Proprio’s Fix) 13:27 – How Proprio’s Tech Differs from AR, Navigation, and Robotics 16:18 – Real-Time Guidance Without Fiducials 23:18 – Proprio’s Beachh...

Episode breakdown: 00:00 – Intro 03:11 – What is TechMed? 06:00 – Building from data first 15:43 – Why AI adoption in healthcare lags 22:01 – What makes a dataset proprietary 28:11 – Why traditional sales and marketing fail 46:33 – Why VC is struggling—and how TechMed fits 55:18 – The rise of wearables and implants 1:02:39 – What company will be the next Intuitive Surgical? 1:11:55 – How TechMed c...

Episode breakdown: 00:00 – Declining Birth Rates and the Rise of Fertility Tech 01:08 – Founding Illumicell: Oil, Rocket Science & AI Meet Reproduction 03:20 – From Azerbaijan to McKinsey: Jeyla’s Path to Medtech 06:42 – Fertility Deserts in the U.S. and the Accessibility Gap 10:09 – The Real Cost and Toll of IVF on Women 12:48 – Sperm Health as a Predictor of Longevity and Disease 15:47 – Fun...

Episode breakdown: 00:00 – Why Cybersecurity is a New FDA Blocker 02:50 – Meet Blue Goat Cyber: Medtech-Only Cybersecurity 04:18 – FDA’s 2023 Final Guidance on Cybersecurity 07:00 – 68% of Devices Are Network Connected (Here’s the Risk) 09:45 – Why Retrofitting Security Fails 13:30 – FDA Risk Management: ISO 14971 vs TIR5717:10 – Secure Software Dev: IEC 62304 & Who Actually Follows It 20:08 –...

Episode breakdown: 00:00 – Intro: Is Medtech Having a Moment? 01:30 – Macro Trends: May Outperformed April 03:10 – Medtronic Spins Off Diabetes Division: Why It Matters 06:00 – AI Scams in Tech vs Guardrails in Healthcare 09:15 – Public Market Confidence: Strong Q1 Earnings Recap 12:30 – Intuitive Surgical CEO Transition & What It Signals 14:55 – ResMed’s Long Play: Sleep OS & Apple Vision...

Episode breakdown: 00:00 – How Arun Menawat Is Challenging the MedTech Status Quo 01:32 – From Novadaq to Profound: Building a 3rd Medical Device Company 03:19 – What Tulsa Pro Actually Does (Explained Simply) 06:52 – How Engineering Principles Shape Arun’s Leadership Philosophy 10:14 – Why He Took the CEO Role 6 Weeks After Exiting Novadaq 13:23 – Prostate Anatomy & Why Standard Treatment Dam...

Episode breakdown: 00:00 – Intro: AI Meets Stroke Care 01:00 – Robert’s Journey from UCLA to Neurocritical Units 02:10 – Why Stroke is 30 Years Behind Cardiology 03:36 – Why Only 5–8% of Hospitals Use TCD 04:15 – How Stroke is Diagnosed Today (and Why It Fails) 05:28 – 80% of Strokes in Community Hospitals Have No Known Cause 07:16 – The Role of PFOs and Why TTE Misses Most of Them 10:15 – How Bub...

Episode breakdown: 00:00 – Intro: Ray Cohen’s MedTech Resume 02:21 – 44 Years, 0 BigCo Jobs: Ray’s Founding Philosophy 05:04 – How He Closed a $600M Deal Without an Investment Banker 08:05 – Why Relationships Matter More Than Bankers in M&A 11:19 – When Is the Right Time to Sell a MedTech Company? 13:44 – Why He Took Axonics Public *Before* FDA Approval 15:53 – $111M in Year 1 During COVID — H...

Episode breakdown: 00:00 – Why This Episode Will Save Your Startup 01:25 – From Oracle to C3.ai: Bruce’s Operating + VC Journey 06:08 – What the VC World Doesn’t Tell Founders 10:47 – Why Most Startups Burn Cash After Raising 14:09 – The “Stadium” Metaphor: You Need a Category Before a Sales Team 18:06 – Creating the Enterprise AI Category at C3.ai 23:00 – SEO Hacks: Glossaries, Whitepapers, &...

Episode breakdown: 00:00 – Why MedTech Still Fails Patients 03:19 – The Diagnosis Delay Crisis: Lung, Heart & Endometriosis 09:31 – Intuitive’s Vision: Redefining Outcomes Through Technology 12:01 – How Intuitive Measures Success: The Quintuple Aim 14:56 – Inside Intuitive’s Innovation & Startup Ecosystem 21:34 – From Mathematician to MedTech CEO: Gary’s Founder Journey 25:50 – Startup Gri...

Episode breakdown: 00:00 – Intro: Meet Dr. Ameer Hassan & Quantanosis 01:45 – From Interventional Neurologist to Founder 04:00 – Global Stroke Access Crisis: The Mission Behind Quantosis 10:48 – The State of Mechanical Thrombectomy Innovation 12:58 – Fundraising $3M in One Day: How He Got Started 16:28 – What Is Histotripsy and Why It’s a Game-Changer for Stroke 19:13 – Risks of Current Stroke...

Episode breakdown: 00:00 – Intro: Why Knee Health Matters More Than You Think 01:59 – Meet Dr. Alan Reznik: Surgeon, Author, Engineer 04:29 – Anatomy 101: How the Knee Actually Works 09:46 – Why ACL Tears Are So Common (and How to Avoid Them) 13:16 – Cleats, Turf & the Injury Epidemic in Sports 16:36 – The Force Chain: Why Weak Hips Destroy Knees 21:16 – How a Kid Fixed His Shoulder by Trainin...

Episode breakdown: 00:00 – Intro: Why April Was a Pivotal Month for Medtech 01:52 – Supira Medical Raises $120M for pVAD Innovation 05:34 – CMR Surgical’s $200M Robotics Bet 09:12 – Edwards Lifesciences Gets CE Mark for Sapien M3 13:01 – Biolinq’s $100M Needle-Free Glucose Monitor 15:27 – AI + Imaging: Anumana and Conavi Raise Big 18:40 – The Numbers: 3 Fastest-Growing Procedure Segments 21:45 – T...

Episode breakdown: 00:00 – Intro: From NAMSA to MedSite Capital 01:52 – Who Is Ivanny Franklin? Her $B Exit Story 03:33 – Why She Started a Medtech Family Office 05:04 – MedSite’s Investment Strategy: SPVs, Syndicates, Direct 07:17 – Where She’s Investing: IVD, Cardiovascular, Health Tech 10:50 – How NAMSA’s Scale Gives Her Market Pattern Recognition 13:40 – Top Red Flags in Pitch Decks (Founders,...