Tandem Diabetes Care’s breakthrough FDA approval in the Type 2 diabetes market

Tandem Diabetes, a leader in insulin delivery technology, has made waves in the industry with the recent approval of its insulin pumps for use in the T2D market.
Demographics of medtech demand

The global population is ageing rapidly, which is leading to a surge in healthcare spend. Medical technology is playing a crucial dual role by both managing the patient disease state and ultimately lowering healthcare costs by reducing procedure and recovery times.
Medtech’s defensive nature

While we refrain from predicting when or if the economy will land in another recession, we take some comfort knowing that medtech has historically reacted defensively.
Sector specialisation – why we rather go deep than wide

We manage a single investment portfolio to capitalize on the ageing population and the medical technology revolution which we believe will result in sustainable outperformance.
Heart valves of an ageing population

The TAVI market is driven by the aging global population and the rising incidence of aortic stenosis, and investment opportunities are promising.
The real world effects of GLP-1s

In this article we break down what GLP-1s are and outline the real world knock-on effects in healthcare and medtech.
The oligopolistic nature of medtech

In this article we outline the medtech industry’s natural tendency towards oligopolies, which drives earnings and ultimately share prices.
Webinar: FY23 investor update

A candid review of our performance in FY23
The insatiable demand for medtech

At Cordis, we believe that the global demographic shifts of an ageing population and growing middle class combine to present one of the most compelling secular investment tailwinds for decades ahead.
Webinar: Cordis investor update March 2023

Cordis investor update