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Tracxn – Analyst Notes # 1324 – Medical Devices

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Funding Rounds

Conventional Debt, $2.2B
Integra LifeSciences (1989, Plainsboro) – Suite of medical devices

Investors: Bank of America

Series E, $105M
Livongo (2014, Chicago, $237M) – Cloud connected glucose meter to manage diabetes and an online coaching program provider

Investors: General Catalyst Partners, Kinnevik, Echo Health Ventures, DFJ, KPCB, Merck Global Health Innovation Fund, Microsoft Ventures, Sapphire Ventures, Zaffre Investments, 7wire Ventures

Series C, $70M
V-Wave Medical (2009, Caesarea, $105M) – Implantable shunt to treat heart failure

Investors: Deerfield, Endeavour Vision, Quark Venture, Aperture Venture Partners, JNJ Innovation, Edwards Lifesciences, BRM Group, Pontifax, Pura Vida Investments, Triventures, BioStar Ventures, Israel Secondary Fund

Series F, $39M
Cardiac Dimensions (2001, Kirkland, $167.3M) – Minimally invasive cardiac implant for heart failure

Investors: Hostplus, M. H. Carnegie, Arboretum Ventures, Lumira Capital, Aperture Venture Partners

Series C, $33.5M
Limflow (2012, Paris, $33.5M) – Venous arterialization of the lower limbs

Investors: Sofinnova Partners, Bpifrance

Series C, $31.7M
EryDel (2007, Urbino, $46.7M) – Drug delivery through erythrocytes

Investors: Sofinnova Partners, Genextra, Innogest Capital

Post IPO, $28M
MannKind Corp (1991, Los Angeles, $50M) – Developing new drugs through their Technosphere® formulation technology


Series E, $25M
Avedro (2007, Waltham, $204.5M) – Corneal collagen cross-linking technology

Investors: Lilly Asia Ventures, Orbimed, InterWest Partners, Health Quest Capital

Series C, $20M
Intact Vascular (2011, Wayne, $86.2M) – Implant for artery repair after angioplasty

Investors: New Enterprise Associates, HIG BioHealth Partners, Quaker Partners

Series A, $19.9M
Soundbite Medical (2013, Montreal, $22.3M) – Shockwave device to treat chronic total occlusions in the coronary and peripheral vasculature

Investors: Fidelity

Series A, $14.1M
Companion Medical (2013, San Diego, $15.9M) – A smart insulin injector pen

Series E, $13M
CardioFocus (1990, Marlborough, $139.0M) – Endoscopically guided catheter for ablation

Post IPO, $12.9M
Danaher (1969, Washington D.C.) – Portfolio of medical and dental devices

Post IPO, $12.7M
Pixium Vision (2011, Paris, $32.8M) – Bionic vision restoration systems

Venture Debt, $12M
Cardiac Dimensions (2001, Kirkland, $167.3M) – Minimally invasive cardiac implant for heart failure

Investors: Oxford Finance

M&A

  • Fresenius pulls out of Akorn takeover over data integrity Reuters
  • BRIEF-Analogic To Be Acquired By Affiliate Of Altaris Capital Partners For $1.1 Bln In Cash financetime.org
  • Boston Scientific Announces Acquisition Of nVision Medical Corporation PR Newswire
  • United Therapeutics pens $216M deal to buy SteadyMed, neutralizing pump-based threat to PAH franchise FierceBiotech
  • Fresenius Medical sells U.S. Sound Inpatient for $2.15 billion Reuters
  • Livongo Health Acquires Retrofit PR Newswire
  • Chinese firm makes last-minute $1.4 billion offer for Australia’s Sirtex, trumps VarianReuters
  • New Mountain Capital Agrees to Sell Medical Specialties Distributors to McKessonBusiness Wire
  • Roche. (4/6/18). “Press Release: Roche Completes Acquisition of Flatiron Health”. BaselLife-Sciences-Germany
  • Olympus Announces Intention To Acquire Lithotripsy Systems From Cybersonics Reuters

IPO

FDA Approval

  • Roche’s Hemlibra gets speedy FDA review for wider use Reuters
  • 4/23/18 – Medtronic IN.PACT Admiral Drug Coated Balloon Receives FDA Approval to Treat Long SFA Lesions Pharmacy Choice
  • FDA Clears A.I. Software Detecting Diabetic Eye Disease Technology News and Literature
  • Lumendi Receives FDA 510(k) Clearance for Dilumen C2™ Business Wire
  • BrainsWay Receives FDA Clearance of Next Generation Stimulator, Enhancing Its Current Deep Transcranial Magnetic Stimulation (Deep TMS) System for Treatment of Major Depressive Disorder GlobeNewswire
  • Bayer Statement about Essure® Label Update PR Newswire
  • Arthrosurface Gains FDA Clearance of OVOMotion™ Shoulder Arthroplasty System PR Newswire
  • LENSAR® Laser System Receives FDA Clearance to Perform Corneal Pockets and Flaps for Corneal Inlay Procedures BioSpace

Regulatory Change

  • Govt may push for regulating manufacture, sale, import of implantable medical devicesLivemint

New Product Announcement

  • Fitbit Announces Health Partner Apps and Clock Faces Aimed to Improve Condition Management and Overall Health Business Wire
  • Varian Launches Velocity 4.0 Cancer Imaging Software with Selective Internal Radiation Therapy Dosimetry Analysis PR Newswire
  • Vayyar Imaging Unveils the World’s Most Advanced CMOS SOC for mmWave 3D Imaging Business Wire
  • Curetis Launches CE-IVD Marked Unyvero Urinary Tract Infection (UTI) Cartridge at ECCMID 2018 PM360
  • Medtronic Expands Focus on Interventional Oncology with Its U.S. Launch of OptiSphere(TM) Embolization Spheres PM360
  • BD Launches BD FACSymphony S6 High Parameter Cell Sorter to Enable Sorting of Rare Cell Types PressReleasePoint
  • BD Unveils Suite of Diagnostic Informatics and Automation Innovations PR Newswire

New Geo Entry

Business Partnership

  • Tandem Diabetes Care and Movi SpA Announce Agreement for Distribution of Insulin Pump Products in Italy Business Wire
  • Konica Minolta Healthcare, HydroCision Announce Distribution Agreement for TenJet System Citybizlist

Company Announcement

  • J&J raises sales forecast but keeps profit outlook unchanged; shares drop Reuters

Earnings Release

  • Philips first-quarter results beat estimates on strong China growth Reuters
  • 1Q2018 Earnings Call Highlights Abbott’s $7.4 Billion In Sales BioSpace

Earnings Commentary

Research Partnership

  • Gilead and Verily Announce Scientific Collaboration to Identify and Understand Immunological and Molecular Drivers of Inflammatory Diseases Business Wire
  • 4DMT and ROCHE Expand Ophthalmology Partnership to Develop and Commercialize Multiple AAV Gene Therapy Products Business Wire

Key People Movement

  • Clarify Medical® Announces the Appointment of George W. Mahaffey as President and Chief Executive Officer Business Wire

Lawsuit

  • Johnson & Johnson wins appeal to overturn $151 million hip implant verdict Reuters

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