| DEALFLOWUPDATE Issue #15. Saturday, August 18 |
| Back again with issue no. 15 – I’m hoping everyone is enjoying the last few weeks of Summer. For this issue we curated our deal flow examples to highlight the continued movement we’re paying attention to within molecular diagnostics, but also the M&A trends of more and more medical device acquisitions. We receive quite a bit of feedback from our readers…please continue to share across your media channels – you can find our links below.Thanks for reading and we’ll be back in two weeks, -Neal P.S. Our readership continues to grow! please subscribe if you’re new and continue to share with others on social media. Connect with us, we would love to hear from you! Spotlight  Synapse Innovation Summit and Zoic Capital Zoic Capital recently participated in the Synapse Innovation Summit and was featured in the Tampa Business Journal. The Summit brings together business leaders, ideas, and technologies for two days of learning, exploring, and celebrating the possibilities of technology and innovation. Read More, Video Not The Future of MedTech Investing Medical technology is a dynamic world, wide open to amazing breakthroughs. We see it every day – companies who have developed what could literally be life-changing solutions for different sets of populations. That’s why Zoic is laser-focused on medical technologies, and why we’ve built our company to represent the insights needed to understand the viability and the marketability of each investment. Read MoreShareTweetForward |
Dealflow Bio-Techne to Acquire Exosome Dx for Up to $575M On the topic of not only molecular diagnostics, but also the trend of more and more medical device acquisitions, is a recent case of Exosome Dx. This is a diagnostic used for prostate cancer diagnosis; interestingly enough it is used when the PSA test returns an ambiguous result, which that particular test (the only lab test so far for prostate cancer) has had consistent issues with. Read More  Liquid Biopsy I – Analyzing Market Landmarks And Landmines For a more general look at the liquid biospy space, reveiw articles such as this one are useful to follow. The issue is finding the right combination of novel, and more importantly, proven biomarkers that have the clinical evidence to prove early detection. And early in this case means many years before onset of a condition, requiring lengthy clinical trial time. The promise is still there, but the evidence requires a great deal of time and systematic studies before widespread use. Read More  iCAD gains FDA clearance for AI software We see more and more companies using artificial intelligence and machine learning to enhance existing medical imaging. These benefit from software advancements, and can have quick regulatory approval times, such as this AI program for breast cancer diagnosis. However, our preference is still a system that combines unique hardware and software like AI, as this is the most protectable system. We also look for innovative business models and use scenarios, as these algorithms could require some time before general adoption, even with quick FDA approval times. Read More  How Insulet’s CEO plans to create a billion-dollar business Diabetes management and insulin detection / delivery is a major business, and still fast growing. We are keeping an eye on the market to see if any technologies meet our metrics, such as in the automated delivery space. However, it is a very crowded space that, so far, does not have a system or business that meets our metrics so far, mainly on the major differentiation and platform requirements. Read More  AngioDynamics Acquires Surgical Specialties’ BioSentry Sealant A recent acquisition sheds light on an another area of potential interest: surgical sealants. Although this particular sealant was used for a very particular application (preventing pneumothorax), the general area has some strong potential. This is because a surgical sealant that is effective, strong and quick acting for internal issue can find many uses and may lead to less complications for operations. The difficulty, however, is finding a formulation that has all those properties and can still operate inside the body, which has evaded the industry so far. Read More What We’re ReadingWIR Health Care is Broken: Google Thinks Oscar Health Can Fix It QTZ How To Persuade Your Companies Product Team to Build Something KPMG The Unstoppable Tide of Capital: Report FOR The End of Quarterly Reporting? Connect With Zoic Capital |
| The Biweekly Dealflow Update, curated by the team at Zoic Capital. |
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