292. June in Medtech: $700M in Deals, Medtronic’s Strategic Exit & LSI Highlights

Episode breakdown:

00:00 – What June’s headlines missed

01:44 – Why Medtronic exited another business unit

05:02 – The quiet strategy behind “focus”

08:20 – $700M in deal volume: Who’s buying, who’s scaling

09:56 – LSI 2024: What we learned on the ground

13:33 – GTM strategy shifts in diagnostics and devices

15:41 – Private equity’s next move in medtech

18:23 – Boston Scientific’s bet and others to watch

20:10 – Key signals investors are paying attention to

22:50 – Where AI is winning—beyond the hype

26:17 – Medtech’s Q3 setup: what matters next

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