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医疗器械招聘与求职,如何避免“闪婚闪离” | 活动报名
思宇MedTech· 2026-01-15 15:53
在医疗器械行业,无论是企业招聘,还是个人职业选择,真正的风险往往不是"招不到人"或"找不到工作",而是—— 双方看似合适,却难以长期共存。 不少合作,开始得很快,结束得也很快。 就像一场"闪婚闪离"。 那么,企业与候选人,究竟该如何判断彼此是否真正适合长期合作? 哪些信号在面试阶段就已经存在,却常被忽略? 哪些误判,在入职后才逐渐显现? 哪些结构性错位,即使双方都优秀,也注定难以匹配? 本次分享,我们邀请一位长期服务于医疗器械行业的资深猎头,从多年真实招聘与入职案例出发,围绕"企业与候选人的双向匹配",系统讨论: 这不是招聘技巧或求职技巧分享, 方超,Powerlinks管理合伙人,专注医疗器械领域招聘16年,助力逾百家500强外企、国内上市公司和各阶段初创公司的全模块人员搭建和配置。 活动时间: 2026年1月21日星期三上午10:30,苏州,工业园区 活动规模:20人左右 报名方式:粘贴链接到浏览器填写,或点击文末阅读原文 https://hdxu.cn/1Eftz 企业如何判断一个候选人是否真正适合自身阶段与文化 候选人如何识别一家企业是否适合自己长期发展 面试中最容易产生的双向误判 不同企业阶段下,对 ...
又一高管跳槽!从骨科巨头到牙科龙头
思宇MedTech· 2026-01-15 08:30
Core Viewpoint - The appointment of Mark R. Bezjak as Group Vice President of the Americas Regional Commercial Organization at Dentsply Sirona reflects a strategic alignment with the company's focus on enhancing market service and growth execution in the Americas region [1][5][8]. Group 1: Mark Bezjak's Career Background and Responsibilities - Mark Bezjak has over 20 years of experience in the medical device industry, primarily focusing on commercial and market execution rather than clinical technology or product development [2][3]. - He has held several senior leadership positions at Zimmer Biomet, including President of the Americas, where he oversaw commercial operations, channel management, and regional market strategy execution across North America and Latin America [3]. - Bezjak's expertise includes leading complex organizations, developing commercial strategies, and implementing market solutions with a strong emphasis on customer-centric execution and team building [3]. Group 2: Executive Evaluation - Dentsply Sirona's executives have expressed confidence in Bezjak's appointment, highlighting his commercial expertise, customer-oriented mindset, and ability to build high-performance teams as essential for executing the company's growth strategy [5]. - The company views Bezjak's leadership as a critical asset for enhancing market service and driving growth in the Americas [5]. Group 3: Company Background - Zimmer Biomet, founded in 1927, is a significant player in the orthopedic medical device sector, specializing in joint replacement and rehabilitation equipment [6]. - Dentsply Sirona, headquartered in Charlotte, North Carolina, is a global leader in dental equipment and technology, focusing on dental imaging, CAD/CAM systems, and implant solutions [6]. - The two companies operate in distinct segments, with Zimmer Biomet concentrating on orthopedic implants and robotics, while Dentsply Sirona focuses on dental clinical equipment and digital solutions [6]. Group 4: Conclusion - Bezjak's transition to Dentsply Sirona signifies a match between his career trajectory and the company's current emphasis on commercial execution and organizational management in the Americas [8]. - The appointment is seen as a clear and routine management adjustment aimed at enhancing execution capabilities within the company [8].
医械巨头核心战略解码:美敦力、波科、史赛克、强生等|JPM 2026
思宇MedTech· 2026-01-15 08:30
Core Insights - The JPM Health Conference highlighted a shift in focus among major medical device companies from investment narratives to growth execution, emphasizing the importance of mergers and acquisitions, AI integration, and organizational restructuring for future growth [2][4]. Medtronic - Medtronic's leadership emphasized a transition to a "growth execution phase," with a focus on accelerating growth through existing technologies and strategic acquisitions, particularly smaller tuck-in acquisitions [6][7]. - The company plans to launch its Hugo surgical robot system in the U.S. in 2026, targeting soft tissue surgery as a key growth area, and sees significant market potential in cardiac electrophysiology and renal denervation [7][8]. - Medtronic aims for mid-to-high single-digit revenue growth in 2026, driven by advancements in ASC penetration and AI-enabled surgical planning [8]. Boston Scientific - Boston Scientific reported over 10% revenue growth for three consecutive years, driven by core products like PFA and WATCHMAN, with a focus on maintaining high growth in the electrophysiology market [10][11]. - The company aims to enhance the overall adoption of arrhythmia treatments and expand its product offerings, including the FARAPOINT catheter, to new indications [11]. - Boston Scientific's growth strategy includes targeting outpatient surgical centers and advancing its clinical pipeline with new innovations [11]. Stryker - Stryker's CEO highlighted the importance of mergers and acquisitions, particularly in orthopedics and neurology, while focusing on enhancing the Mako robotic platform [12][14]. - The company expects to achieve 7%-9% revenue growth in 2026, with a strong emphasis on outpatient surgical centers as a significant growth driver [14]. Johnson & Johnson - Johnson & Johnson's CEO indicated a return to fundamentals, with a focus on execution and long-term growth, planning to invest approximately $55 billion in new facilities and R&D, particularly in MedTech [15][17]. - The company is preparing for regulatory milestones for its Ottava surgical robot system, with significant contributions expected post-2028 [17][18]. - J&J's strategy includes strategic investments in robotic systems to enhance its outpatient surgical capabilities [18]. Intuitive Surgical - Intuitive Surgical's focus remains on expanding its da Vinci system and integrating AI functionalities to improve surgical efficiency [19][20]. - The company anticipates a competitive landscape in soft tissue robotics but believes its established ecosystem provides a competitive advantage [20]. - Intuitive expects revenue growth of 12%-15% in 2026, driven by increased surgical volumes and international market expansion [20]. Alcon - Alcon is committed to innovation in eye health, focusing on surgical and vision care segments, with a significant emphasis on enhancing operational efficiency [22][23]. - The company aims to launch 10-15 new products over the next two years, maintaining an annual R&D investment of around $1 billion [23]. Abbott - Abbott's strategy emphasizes stable execution, particularly in diabetes management, with plans to expand the FreeStyle Libre system's applications [24]. - The company expects 8%-10% revenue growth in its MedTech business for 2026, focusing on internal innovation and operational efficiency [24]. GE Healthcare - GE Healthcare is shifting its AI capabilities towards standalone software tools, emphasizing the commercialization of AI in imaging [25]. - The company plans to simplify its product offerings to enhance customer experience and reduce internal costs, aiming for organic growth through advanced imaging technologies [25]. Illumina - Illumina's growth strategy focuses on sequencing, multi-omics, and scaling services, with a strong emphasis on partnerships to accelerate drug development [29][30]. - The company aims to maintain a balanced approach between innovation investment and shareholder returns, with a positive outlook for the Chinese market [30]. Edwards Lifesciences - Edwards Lifesciences is focused on structural heart disease, with a commitment to innovation in TAVR and TMTT platforms, expecting 8%-10% sales growth [33][34]. - The company is addressing regulatory challenges while continuing to invest in breakthrough therapies and expanding market access [34]. Jabil - Jabil's CEO discussed the company's transformation and focus on integrating recent acquisitions, with a strategic emphasis on improving sales efficiency in the U.S. market [36][37]. - The company plans to launch new products and leverage AI technology to enhance its offerings in the orthopedic sector [37]. Conclusion - The overall sentiment from the JPM26 conference indicates that major medical device companies are prioritizing alignment of products, organizational structure, and capital utilization to drive growth, rather than focusing solely on new technologies [40].
数千万融资!高压造影注射系统研发企业完成A轮
思宇MedTech· 2026-01-15 08:30
Core Viewpoint - Shenzhen Lenk Medical Technology Co., Ltd. has completed a multi-million RMB Series A financing round, led by Bangqin Capital, to enhance its high-pressure contrast injection technology and expand its product offerings and international market presence [2]. Market Size and Structure - The global market for high-pressure contrast injectors is projected to reach approximately $2.08 billion in 2024, with consumables accounting for about $1.6 billion and devices around $480 million, expecting a compound annual growth rate (CAGR) of approximately 10.9% from 2025 to 2030 [3]. - In China, the market for high-pressure contrast injectors reached 2.72 billion RMB in 2017, with consumables making up over 60% of the market share, driven by the rapid growth of enhanced CT and interventional imaging [5]. - As of 2023, the market for high-pressure contrast consumables in China has reached 3.97 billion RMB, reflecting a year-on-year growth of 8.4%, with a significant gap in per capita usage compared to the U.S. [6]. Company Overview - Shenzhen Lenk Medical was established in May 2024, focusing on high-pressure contrast and minimally invasive surgical fields, with over 60 intellectual property rights filed or granted [7]. - The company has developed a comprehensive product matrix for high-pressure contrast injectors, including the Nova UC3000 series, which features patented "precise dual-flow mixing" technology for enhanced clinical applications [10]. Team and Engineering Capability - The core team of Lenk Medical comprises members from Mindray Medical and the Chinese Academy of Sciences, possessing extensive experience in electromechanical systems and imaging-related equipment [11]. - Within less than a year, the company has achieved simultaneous progress in R&D, registration, and market expansion, with its devices already in use across multiple provinces and top-tier hospitals [11]. International Expansion - Lenk Medical's products are now available in over 20 countries and regions, with ongoing efforts to build overseas channels and brand recognition through participation in international medical exhibitions [12]. Conclusion - The high-pressure contrast system, while a niche segment within imaging equipment, presents long-term value potential for domestic alternatives due to its technical barriers and clinical integration [13]. The recent financing will support Lenk Medical's continued development in high-pressure contrast technology and its global expansion efforts [13].
最新解读!第六批高值医用耗材国家集采开标
思宇MedTech· 2026-01-14 07:19
Core Viewpoint - The sixth batch of national organized high-value medical consumables centralized procurement has introduced significant changes in procurement rules, emphasizing systematic governance rather than merely price reduction [2][12]. Group 1: Drug-Coated Balloons (DCB) - DCB has been officially included in the national procurement, reflecting a clear policy logic that aligns with previously procured coronary and peripheral vascular stents [3]. - All 42 DCB products submitted by 32 companies were selected, indicating a focus on maintaining clinical options and technological integrity while reducing costs [4]. Group 2: Urological Interventions - The inclusion of urological intervention consumables marks a significant development, as this area has long been considered a "blank zone" for centralized procurement due to its complexity [5]. - In this round, 195 companies submitted 454 products, with 398 products selected, covering essential instruments such as guidewires and ureteral catheters, showcasing a shift towards managing complex consumables [6]. Group 3: Key Rule Changes - The procurement process has introduced group bidding based on the demand size of medical institutions and their national supply capabilities, ensuring clinical continuity rather than imposing a uniform standard [9]. - A pricing coefficient for differentiated products with certain functional innovations has been established, allowing for a more nuanced approach to pricing that recognizes clinical value [9]. - The handling of extreme low pricing has changed, with the baseline for price calculations set at 65% of the average selected price, discouraging practices that disrupt the overall pricing structure [10]. Group 4: Evolution of Procurement Role - Since 2020, six batches of high-value medical consumables procurement have been completed, covering nine categories and 142 types of consumables, indicating a shift from rapid cost control to more refined governance objectives [12][14]. - The new procurement framework aims to balance price, quality, supply, and clinical continuity, moving away from a singular focus on price to a more comprehensive regulatory approach [14].
医疗检验标准化赋能分级诊疗:从制度到技术的IVD市场全链条解析
思宇MedTech· 2026-01-14 07:19
Core Viewpoint - The article emphasizes the importance of standardization and mutual recognition in medical testing as a key direction for China's hierarchical diagnosis and treatment reform, reshaping the development landscape of the medical testing industry and presenting new market opportunities and challenges for IVD manufacturers [2][3]. Group 1: Hierarchical Medical System - China's medical hierarchical system is structured into a "three-level, nine-grade" system, categorizing hospitals into three levels, each further divided into three grades, with tertiary hospitals having an additional special grade [5]. - Each level of hospital has distinct functional characteristics: - Primary hospitals focus on community health services, managing common diseases and public health [6]. - Secondary hospitals serve as regional medical centers, providing specialized services and handling referrals from primary hospitals [6]. - Tertiary hospitals offer comprehensive medical services, including advanced specialty care and research, and serve as training centers [6]. Group 2: Policy and Development Trends - The hierarchical diagnosis and treatment system is a core component of China's medical reform, with a target of establishing 3,099 tightly-knit county medical communities by November 2025, covering 9.24 billion people [7]. - Specific regional goals have been set, such as in Henan Province, aiming for 65% of medical services to be provided at the grassroots level by 2025 [7]. Group 3: Hospital Distribution and Trends - As of the end of 2024, there are 1,093,551 medical institutions in China, with 38,710 hospitals. The growth rate of hospitals has slowed to 0.93%, primarily due to a significant slowdown in the growth of private hospitals [8]. - Tertiary hospitals are experiencing rapid growth, with an increase of 256 hospitals in 2024, reflecting a trend of concentrating quality medical resources at higher levels [8]. Group 4: Testing Department Standards and Equipment Requirements - Different levels of hospitals have varying standards and requirements for their testing departments, directly impacting the demand structure for IVD products [9]. - The construction and equipment standards for testing departments vary significantly across hospital levels, with tertiary hospitals requiring the most advanced and comprehensive equipment [10]. Group 5: IVD Demand Decoding - Primary hospitals are moving towards integrated and simplified equipment needs, with a focus on upgrading outdated devices and ensuring compliance with new standards [12]. - Secondary hospitals require modular and mid-level automated equipment to meet both routine and specialized testing demands, with a growing emphasis on laboratory information management systems [15]. - Tertiary hospitals focus on high-throughput and cutting-edge platforms, emphasizing the need for comprehensive automation and integration to support clinical research and advanced diagnostics [18]. Group 6: Revenue Structure Analysis - In 2023, the examination and testing revenue for secondary public hospitals accounted for approximately 30% of their total revenue, while for tertiary hospitals, it constituted about 29.59% of their medical service revenue [22]. - The income structure varies significantly across hospital levels, with primary hospitals relying on basic testing projects, secondary hospitals benefiting from specialized projects, and tertiary hospitals driving revenue growth through high-value specialized projects [23][24]. Group 7: Market Transformation in Primary Care - The focus of enhancing primary healthcare institutions is shifting from mere equipment updates to deeper system standardization and centralized operations [26]. - Standardization in testing is driven by the need for result mutual recognition and cost control, making standardized reagents and quality control systems essential for primary healthcare institutions [28]. - The "medical community" model is changing procurement and supply methods, leading to a market shift towards centralized purchasing and integrated solution offerings [30][31].
D轮融资达6.8亿!闭环胰岛素泵再扩融资规模
思宇MedTech· 2026-01-14 07:19
Core Insights - ViCentra, a European medical device company, has completed a second close of its Series D funding round, raising an additional $13 million, bringing the total to $98 million (approximately 680 million RMB) [2][3] - The new funding will primarily be used to expand manufacturing capabilities, enhance commercialization efforts in Germany, the Netherlands, and France, and accelerate preparations for the next-generation Kaleido insulin patch pump system's entry into the U.S. market [3][5][6] Funding Utilization - The additional funds will be allocated to three main areas: 1. Expansion of manufacturing capacity to meet growing market demand and support future regional expansion [5] 2. Deepening commercialization efforts in core European markets, particularly Germany, which is the second-largest insulin pump market globally [5][6] 3. Preparing for market entry in the U.S., a competitive but large insulin delivery market [6] Product Focus - ViCentra's core product is the Kaleido insulin patch pump system, designed as a wearable insulin delivery device that combines medical performance with personal technology attributes [7][9] - The Kaleido system is noted for being one of the smallest, lightest, and most precise delivery systems in its category, featuring an aluminum casing and offering up to 10 color options [9] Market Environment - The insulin delivery device market is entering a new phase of technological and product replacement, with patch pumps becoming one of the fastest-growing segments due to their flexibility and ease of use [11][12] - In Europe, the market dynamics differ from the U.S., with a focus on long-term treatment costs and sustainability, favoring products with durability and material advantages [13] - The integration of automated insulin delivery systems (AID) with continuous glucose monitoring (CGM) systems is becoming a significant competitive factor, shifting the market focus from hardware performance to comprehensive system capabilities [13]
美敦力出手,与脑机接口初创企业达成合作
思宇MedTech· 2026-01-13 04:09
2026年1月12日, Precision Neuroscience 宣布与 Medtronic 达成战略合作 , 将其 柔性薄膜脑机接口(Layer 7) 与 Medtronic 旗下的 术中导航系统 StealthStation 集成,联合开发"结构–功能同步可视化"的术中解决方案。 这并非又一场资本助推下的"脑机概念联名",而是围绕 脑手术中结构识别与功能识别的系统性整合 ,试图搭建起一个可应用于临床路径、可闭环的数据 系统。本文将聚焦此次合作的技术构成、预期场景与行业意义。 # 合作 框架: 从术中 工具集成,到术中决策 支持系 统 根据官方信息,此次合作的核心在于两大技术平台的整合: Precision Neuroscience 的 Layer 7 脑机接口(BCI) 在脑科学技术持续升温的背景下,一项跨界合作正在释放出更具临床落地潜力的信号。 该产品为一款 超薄柔性皮层电极阵列 ,厚度仅为头发丝的五分之一,内嵌 1024 个电极,能够以高空间分辨率贴合大脑皮层表面,捕捉神经信号。 其设 计强调 微创植入 与 大面积覆盖 之间的平衡,定位于瘫痪患者的"思想控制"辅助设备。2024年4月,该产品已获得 ...
近亿元!AI医疗企业完成战略融资
思宇MedTech· 2026-01-13 04:09
Core Viewpoint - The article highlights the strategic investment of nearly 100 million yuan by Henan Huirong Artificial Intelligence Industry Investment Fund into SenseTime Medical, marking a significant step in the implementation of the "AI + healthcare" strategy in the Central China region [2]. Market Background - The AI healthcare industry in China is transitioning from technology validation to value validation, with a market size of approximately 10.7 billion yuan in 2023, reflecting a year-on-year growth of over 50% [3]. - The demand for AI in healthcare is shifting from focusing on single diagnostic capabilities to emphasizing system-level tools that support cross-departmental and cross-process collaboration [3]. Company Positioning - SenseTime Medical is positioned as a provider of "smart hospital system-level solutions driven by large medical models," utilizing its self-developed clinical-grade medical language model, "SenseTime DaYi," as the core [4]. - The company's technical approach is based on a "general-special integration" architecture aimed at enhancing diagnostic efficiency and resource allocation without replacing physician decision-making [4]. Products and Cases - SenseTime Medical has developed over 40 AI modules within the SenseCare system, covering various clinical areas such as pulmonary, cardiac, and oncological diagnostics, with the AI-assisted diagnostic system improving departmental efficiency by 30% to 50% [7]. - The intelligent surgical planning system automates 3D reconstruction and lesion localization based on medical imaging, providing multiple surgical options and supporting pre-surgical simulations and post-surgical evaluations [8]. - In the Henan region, SenseTime Medical has participated in the construction of a remote medical system at Zhengzhou University First Affiliated Hospital, addressing challenges faced by grassroots medical institutions in diagnosing complex cases [9]. Key Signals and Future Focus - The introduction of regional industrial capital signals a shift towards "regional collaboration and system implementation" in AI healthcare, emphasizing the integration of AI capabilities into real medical processes [12]. - The focus for SenseTime Medical will be on regional replication capabilities, depth of hospital usage, and sustainability of the business model, which will determine its long-term position in the AI healthcare competitive landscape [12].
波科开年收购!瞄准胫神经刺激这一细分赛道
思宇MedTech· 2026-01-13 04:09
Core Insights - Boston Scientific has announced the acquisition of Valencia Technologies, focusing on bladder dysfunction treatment, particularly the eCoin® implantable tibial nerve stimulation (ITNS) system, marking its entry into a high-growth segment [2][6]. Technology Breakdown - The eCoin® system offers a novel physical intervention mechanism for treating urgency urinary incontinence (UUI), which is a symptom of overactive bladder (OAB). Traditional treatments often have significant side effects or poor adherence [4]. - Key features of the eCoin system include: - Coin-sized design with an integrated approach, eliminating the need for long wires [5]. - Minimally invasive implantation at the ankle, performed under local anesthesia in an office setting [5]. - Automated adjustment mechanism that stimulates the tibial nerve intermittently to modulate bladder control [5]. Clinical Validation - The eCoin system received FDA approval in 2022, targeting UUI patients who are intolerant or unresponsive to conservative treatments. A pivotal clinical trial showed a 68% response rate, with patients experiencing at least a 50% reduction in urinary incontinence episodes [6][10]. Strategic Rationale - Boston Scientific's acquisition of Valencia is seen as a strategic move to build a comprehensive neuromodulation matrix combining sacral nerve modulation (SNM) and ITNS, positioning itself in a high-growth adjacent market [6][9]. - The integration of eCoin into Boston Scientific's existing pelvic health sales channels is expected to facilitate rapid market penetration [8]. Competitive Landscape - The ITNS market is characterized by competition among key players, including Medtronic and Laborie. Boston Scientific's acquisition is a strategic response to strengthen its position against these competitors [9][12]. - The eCoin system's advantages include high patient adherence due to its automated operation and minimal invasiveness compared to traditional SNM procedures [11]. Financial Aspects - The financial details of the acquisition have not been disclosed, but Valencia had previously raised $35 million in funding, indicating a rising valuation [10]. - The transaction is expected to close in the first half of 2026, with minimal impact on Boston Scientific's adjusted EPS for that year, although some dilution may occur under GAAP [10]. Engineering Perspective - The success of the eCoin system is attributed to its ability to balance power and size, addressing engineering challenges in the development of implantable devices [14]. Conclusion - The acquisition of Valencia by Boston Scientific underscores a core strategy of expanding into disruptive technologies that are outpatient, minimally invasive, and user-friendly, thereby broadening treatment options for bladder dysfunction [14].