MedTech Dive November 1, 2021
Having weathered 18 months of COVID-19, industry hopes vision for a post-pandemic recovery is being impeded by three major challenges: supply chain, inflation and healthcare staffing shortages.
“One of the things that’s giving a lot of medtech investors pause right is now is just a sheer number of macro issues to think through,” from healthcare staffing to supply chain to inflation, Bob Hopkins, an analyst at Bank of America, noted on Boston Scientific’s earnings call.
Hopkins observed those hurdles come before analysts “even start to look at company fundamentals,” while adding that all of these dynamic market conditions are “making it hard for investors to know how to think about modeling for the next 12 months.”
Companies throughout the sector...