INSIGHTS
Our latest updates, thoughts, and investments ideas
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 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 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.
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.
Diabetes – a health epidemic hiding in plain sight
For investors, diabetes remains one of the best secular stories in our sector due to the unfortunate fact of its uncontrollable growth and favourable competitive landscape.
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.