| DEALFLOWUPDATE Issue #12. Friday, July 06 |
This issue has five new deals for Friday and a special section noting our recent podcast episode featuring economist, Joshua Gans. You can now find the Market Meditations podcast on Itunes, Google Play and on Soundcloud. Subscribe and don’t miss out.Thanks for reading and I hope everyone is having a great summer… -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  Podcast The Economics of AI Special guest Joshua Gans, economist and co-author of Prediction Machines, lifts the curtain on the AI-is-magic hype and shows how basic tools from economics provide clarity about the AI revolution and a basis for action by CEOs, managers, policy makers, investors, and entrepreneurs. Listen Now On iTunes, Google, or RSS Episode ArchiveShareTweetForward |
Dealflow Neuronetics Prices IPO at $17 Mental conditions are still a major focus area for us, with several devices showing strong potential. We are still looking for technologies, such as Neuronetics at the early stage. Not only is the market large and growing, but the population is drastically under-served. The devices are also strong contenders for platform applications, as the therapies involved usually can address several mental conditions with the same platform. Read More  Kent Imaging Collaborates With SerenaGroup In Wound Care We have discussed wound care previously, and some of the difficulties in gaining traction with new and especially expensive devices. A field that has gained some traction is using imaging devices to predict and determine when and how a wound will heal. These will still face hurdles in reimbursement but there is some promise if these devices can link what therapies would be most useful to the wound. Read More  Noninvasive Heart Flow Test Gains Commercial Coverage Noninvasive measurement of metrics from life signs to molecular biomarkers have been covered previously, and are still a significant focus area. An important note with these diagnostics is the critical role that insurers and payers have. This is not just for their adoption but, in many cases, these parties are the primary customers and even investors. It will be from these sources that the primary drive toward long-term, preventative care will come from. Read More  Singapore’s Clearbridge Biomedics secures $6.6M ahead of IPO Zoic’s deal focus at this stage is on companies in North America. However, we are still keeping a close eye, and developing relationships with funds and technologies developed elsewhere. A particularly interesting area is Singapore, both for companies (cancer diagnostics) and funds to co-invest with. Read More  Boston Scientific Continues M&A Streak with $202M Deal for Cryterion One of many important thoughts we have during our diligence process is what the possible exit scenarios are for the company we are looking into. Typically, exit scenarios for medical devices involve an acquisition by a larger company. This can be a medical device company, but we do see so many companies from other industries such as technology and consumer goods entering the medical space. As a benchmark example, a typical amount for an early stage company can be recently seen. In this case, this is an early stage device with an incremental improvement, rather than the transformative, platform case that we look for; thus we do think the deals we look for have even higher potential acquisition values at a similar early stage. Read More What We’re ReadingHBR Collaborative Intelligence: Humans and AI Are Joining Forces KPCB Who Has The Best Business Model? OTC Revisit – Investing Without People, from Howard Marks JG Prediction Machines, The Simple Economics of Artificial Intelligence Connect With Zoic Capital |
| The Biweekly Dealflow Update, curated by the team at Zoic Capital. |
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