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MedTech Long '24: Trump-Favorable Regs
8 tickers · $58.04B total market cap
Group: MedTech Long
The MedTech '24 Trump-Favorable Regs subtheme is built on the belief that the Trump 2.0 administration's deregulatory and innovation-forward healthcare agenda—particularly under HHS nominee RFK Jr.—will accelerate device approval, simplify reimbursement, and improve operating conditions for smaller, domestically focused, innovative medtech companies. This policy shift is seen as a rerun of the Trump 1.0 cycle which led to record medtech outperformance.
MedTech Long '24: Trump-Favorable Regs tracks 8 publicly listed stocks in this theme: CVRX, DXCM, EXAS, HQY, IBO.V, MDWD, NARI, PBM. See the constituent table for details.
Thesis update: 2025-04-14
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 |
|---|---|---|---|---|---|---|---|---|
DexCom, Inc.DXCM | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 7.59% | 6.58% | -14.95% | 9.13% | $25.83B | 12.6263 |
Exact Sciences CorporationEXAS | 02/13/2026 (AMC) | — | 0.00% | — | 1.62% | — | $20.03B | 12.6263 |
HealthEquity, Inc.HQY | 03/17/2026 (AMC) | 05/28/2026 (AMC) | 2.18% | — | 6.38% | — | $7.15B | 12.6263 |
Inari Medical, Inc.NARI | 02/26/2025 (AMC) | — | 0.00% | — | 0.00% | — | $4.68B | 12.6263 |
MediWound Ltd.MDWD | 03/05/2026 (BMO) | 05/27/2026 (BMO) | -3.24% | — | -2.03% | — | $181.2M | 12.6263 |
CVRx, Inc.CVRX | 05/11/2026 (AMC) | 05/11/2026 (AMC) | -13.01% | -22.84% | 39.80% | 14.04% | $158.8M | 12.6263 |
Universal Ibogaine Inc.IBO.V | 04/30/2023 | 04/30/2023 | 5.38% | 0.05% | -84.99% | -67.19% | $1.1M | 12.1212 |
Psyence Biomedical Ltd.PBM | — | — | — | — | — | — | $74,364 | 12.1212 |
| Average | -0.16% | -5.40% | -7.74% | -14.67% | $7.25B | 12.5000 | ||
| Median | 0.00% | 0.05% | 0.00% | 9.13% | $2.43B | 12.6263 | ||
| Std Dev | 6.22% | 12.62% | 35.17% | 37.19% | $9.49B | 21.9% | ||
| Min | -13.01% | -22.84% | -84.99% | -67.19% | $74,364 | 12.1212 | ||
| Max | 7.59% | 6.58% | 39.80% | 14.04% | $25.83B | 12.6263 | ||
| % Positive Tickers | 42.86% | 66.67% | 42.86% | 66.67% |
* 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%.