Biopharma / Medtech Reports

July 31, 2025

The State of Biopharma, Tools, & Research Spending

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John Leppard

AVTR (US), BIO (US), BRKR (US), DHR (US), ILMN (US), TMO (US), TXG (US)
July 23, 2025

Guardant Health (GH) Reveal Rate Expectations

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John Leppard

GH (US), NTRA (US)
July 16, 2025

MMSI: Wrapsody Pass-Through Reprieve Unlikely

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John Leppard

MMSI (US)
July 16, 2025

Misses For LNTH, LIVN, PRCT, Wins for BSX / MDT

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John Leppard

BSX (US), INSP (US), LIVN (US), LNTH (US), MDT (US), PRCT (US)
July 15, 2025

Skin Substitutes: When it Rains it Pours [MDXG, ORGO, CTEC.LN, COLOB.DC]

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John Leppard

CTEC (LSE), MDXG (US), ORGO (US), SNN (US)
July 14, 2025

PRCT: Pro Fee -28%, Competitor -25%

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John Leppard

BSX (US), PRCT (US), TFX (US)
July 11, 2025

[MDT, Otsuka] Renal Denervation: Broad Coverage, With Constraints

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John Leppard

MDT (US), OTSKY (US)
July 8, 2025

[LNTH, TLX.AU] Pylarify Competitor Pass-Through Precursor

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John Leppard

LNTH (US), NVS (US), TLX (AU)
July 1, 2025

[DXCM, TNDM, BBNX, RMD, CTEC.LN, COLOB.DC] Medicare Competitive Bidding Coming

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John Leppard

AHCO (US), BBNX (US), CTEC (LSE), DXCM (US), OMI (US), RMD (US), TNDM (US)
June 30, 2025

[LIVN, INSP, GMED, MMSI, BSX, MDT] CMS Prior Auth Demo Device Headwinds

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John Leppard

BSX (US), CTEC (LSE), GMED (US), INSP (US), LIVN (US), MMSI (US), NYXH (US)