Investing in MedTech: Key Insights from Wilsons' Dr. Shane Storey

In the latest episode of the Invest it Best podcast, I speak with Wilsons Analyst (Healthcare), Dr Shane Storey, about investing in Medical Devices (MedTech). Dr Shane Storey heads up Wilsons’ Healthcare Research team, with over 25 years of experience in the healthcare industry. Wilson’s healthcare coverage is unique in its breadth across large, mid and microcap companies.

Discussion topics (with timestamps);

• Introduction to the MedTech industry listed on the ASX – 8:58
• Cochlear’s (ASX: COH) international success paving for the way for future Australian MedTech companies – 12:11
• Shane’s thoughts on popular new weight loss drugs and the impact they’re having on ResMed’s (ASX: RMD) share price – 13:55
• Key attributes Shane looks for in medical device companies – 16:38
• Milestones in the medical device process that is often a catalyst to move the share price – 19:21
• Does the MedTech industry carry less risk for investors compared to other parts of the Healthcare industry (such as drugs) – 20:36
• The opportunity for the MedTech industry due to the global ageing population – 21:51
• The rewarding story of ImpediMed (ASX: IPD) – 23:20
• How patents differ between drugs and devices in the healthcare industry – 26:05
• Nanosonics (ASX: NAN) success story and why they’re not slowing down – 30:32
• EBR Systems (ASX: EBR) releases first of its kind medical device in the Australian and US market – 31:01

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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by WILSONS - one of Australia‘s leading financial advisory firms.