Biopharma / Medtech Reports

November 29, 2025

DXCM, TNDM, BBNX, RMD, COLOB.DC, CTEC.LN: Competitive Bidding Comes for CGM, Pumps, & More

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John Leppard

ABT (US), BBNX (US), CTEC (LSE), DXCM (US), MDT (US), TNDM (US)
November 25, 2025

[DXCM, ABT] CGM Report Suggest Competitive Bidding Coming

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John Leppard

ABT (US), DXCM (US)
November 22, 2025

INSP, NYXH, LIVN: Surprise (But Short Lived?) Payment Win

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John Leppard

INSP (US), LIVN (US), NYXH (US)
November 18, 2025

IRTC Coverage Risks: Smoke or Fire?

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John Leppard

IRTC (US)
November 14, 2025

MMSI: Wrapsody Outpatient Margin Implications

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John Leppard

MMSI (US)
November 13, 2025

GKOS: iDose Medicare Coverage Expectations

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John Leppard

GKOS (US)
November 7, 2025

Obesity Drug Pricing Deal: Devil in the Details

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John Leppard

CI (US), CNC (US), CVS (US), ELV (US), HUM (US), LLY (US), NVO (US), UNH (US)
November 5, 2025

[LLY, NVO] Obesity Rx Deal Expectations

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John Leppard

LLY (US), NVO (US)
November 3, 2025

[MDXG, CTEC.LN, COLOB.C] Skin Substitute Rates & Additional Risks

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John Leppard

CTEC (LSE), MDXG (US)
November 3, 2025

PRCT: Nominal Rates vs Opportunity Costs

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John Leppard

BSX (US), PRCT (US), TFX (US)