Bullish outlook for MedTech sector in 2025 due to innovation, demographics, and pro-business policies.

From Investing.com: 2024-12-21 05:00:00

RBC Capital Markets predicts a bullish outlook for the MedTech sector by 2025, driven by innovation, demographics, and pro-business policies under the Trump administration. Large-cap leaders like Intuitive Surgical and Boston Scientific are expected to excel, with catalysts such as the da Vinci 5 system and advancements in PFA and Watchman devices.

Analysts also highlight opportunities in dislocated large-cap companies like DexCom, Medtronic, and Edwards Lifesciences. DXCM is expected to rebound with the G7 sensor, while MDT and EW offer compelling value with RDN and TAVR growth prospects.

In the mid-cap space, Inspire Medical Systems and Globus Medical stand out for their market positions and growth potential in sleep apnea and orthopedic/neurosurgical robotics, respectively. RBC emphasizes industry-wide tailwinds like aging demographics and AI integration driving long-term growth.

The Trump administration’s policies are seen as favorable for MedTech, with potential tax reductions and pro-innovation regulations expected to benefit the sector. Historically, the RBC Large-Cap MedTech Index has outperformed the market during new presidential terms, supporting a positive outlook for the sector in 2025.



Read more at Investing.com: MedTech sector outlook for 2025: RBC By Investing.com