Despite Headwinds, Why Medtech Seems Headed for 2026 Reset
Years of macro and policy headwinds have dragged down medtech valuations, but the industry may be entering a period where fundamentals and innovation reignite investor sentiment. Strategics and private equity alike are repositioning their portfolios around new, higher‑growth opportunities. The AAOS meeting in New Orleans will offer a look at how aggressively the sector is preparing for its next growth leg. Watch our interview with Ryan Zimmerman of BTIG and Masha Dumanis of Kx Advisors.