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MedTech Long '24: Medical Devices
8 tickers · $193.74B total market cap
Group: MedTech Long
The thesis for MedTech in 2024, specifically within the Medical Devices subtheme, is bullish. Despite previous challenges, the sector is poised for growth due to favorable regulatory changes, increased healthcare utilization, and advancements in medical technology. Continued innovation and a more supportive policy environment under the Trump administration are expected to drive significant gains in the sector.
MedTech Long '24: Medical Devices tracks 8 publicly listed stocks in this theme: ANGO, BSX, CLPT, CVRX, INSP, MDT, NARI, VITR.ST. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Medtronic plcMDT | 02/17/2026 (BMO) | 06/03/2026 (BMO) | -1.01% | — | -20.22% | — | $100.89B | 12.5000 |
Boston Scientific CorporationBSX | 04/22/2026 (BMO) | 04/22/2026 (BMO) | -15.26% | 10.37% | -23.34% | -13.52% | $84.44B | 12.5000 |
Inari Medical, Inc.NARI | 02/26/2025 (AMC) | — | 0.00% | — | 0.00% | — | $4.68B | 12.5000 |
Vitrolife AB (publ)VITR.ST | 04/23/2026 (BMO) | 04/23/2026 (BMO) | -4.05% | 8.51% | 17.12% | -9.63% | $1.54B | 12.5000 |
Inspire Medical Systems, Inc.INSP | 05/04/2026 (AMC) | 05/04/2026 (AMC) | -12.39% | -14.90% | -8.23% | -11.85% | $1.23B | 12.5000 |
AngioDynamics, Inc.ANGO | 04/02/2026 (BMO) | 04/02/2026 (BMO) | -17.46% | -13.65% | 9.34% | 10.96% | $472.7M | 12.5000 |
ClearPoint Neuro, Inc.CLPT | 05/13/2026 (AMC) | 05/13/2026 (AMC) | -17.74% | 1.03% | 32.79% | -12.53% | $335.0M | 12.5000 |
CVRx, Inc.CVRX | 05/11/2026 (AMC) | 05/11/2026 (AMC) | -13.01% | -22.84% | 39.80% | 14.04% | $158.8M | 12.5000 |
| Average | -10.11% | -5.25% | 5.91% | -3.75% | $24.22B | 12.5000 | ||
| Median | -12.70% | -6.31% | 4.67% | -10.74% | $1.38B | 12.5000 | ||
| Std Dev | 6.84% | 12.56% | 21.74% | 11.59% | $39.75B | 0.0% | ||
| Min | -17.74% | -22.84% | -23.34% | -13.52% | $158.8M | 12.5000 | ||
| Max | 0.00% | 10.37% | 39.80% | 14.04% | $100.89B | 12.5000 | ||
| % Positive Tickers | 0.00% | 50.00% | 50.00% | 33.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.