Medtech sits alongside biotech in healthcare but with a different risk-return profile: shorter regulatory paths, recurring revenue models, and businesses that often reach commercial scale earlier than therapeutic developers. For Logan's clients, medtech provides a way to participate in healthcare innovation with more predictable commercial outcomes than pure biotech.
Investment in companies developing medical devices, diagnostics, surgical robotics, in-vitro testing, imaging, and digital health platforms. The opportunity set ranges from venture-stage technology developers through to commercial-stage businesses with recurring revenue from consumables, software or services.
Medtech regulatory pathways (510(k), CE Mark, TGA equivalents) are typically faster than therapeutic approvals, and successful devices generate annuity-style revenue through consumables and service contracts. Addressable markets are growing structurally with healthcare expenditure and ageing demographics.
Through diversified late-stage and growth-stage private funds on BGW's APL that include medtech as a thematic, and selective direct co-investments where Boston Global Group has sourcing relationships. Risk is managed through diversification across companies, stages and sub-themes.
Private medtech positions are illiquid until liquidity events. Listed exposure offers daily liquidity but with single-stock volatility. Risks include reimbursement uncertainty, regulatory delays, competitive disruption and tech obsolescence.
Logan will tell you straight — whether it earns its place, how much would make sense, and how it fits alongside what you already hold.
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