New Blockbuster Markets in the Medtech Sector

The medtech sector is experiencing rapid growth due to innovations in surgical robotics, diabetes treatment, and minimally invasive cardiac procedures. These areas are expected to drive sustained sales and profit growth.

Intuitive Surgical's new da Vinci 5 (dV5) robot showcases advanced AI capabilities and enhanced sensors, improving surgical precision and reducing operation times. Launched in the US in early 2024, the dV5 is set to expand globally in 2025, positioning Intuitive Surgical ahead of competitors.

Continuous glucose monitors from Dexcom and Abbott target new customer groups, doubling the market size to USD 20 billion by 2028. These products aim to improve diabetes management and insulin delivery integration.

Minimally invasive procedures for structural heart disease offer significant growth potential. Edwards Lifesciences' new tricuspid valve system and pulsed field ablation technology are poised to revolutionize cardiac arrhythmia treatments, creating new market opportunities.

The Bellevue Medtech & Services Fund invests in these high-growth areas, enhancing portfolio stability with a focus on large-cap stocks in the medtech sector.