Delta(US:DAL) Seeking Alpha·2025-11-10 15:11Core Insights - Olympus is evolving as a pure-play med tech company, focusing on a new strategy that addresses the growing demand for endoscopy-enabled care due to an aging population and increasing chronic diseases [1] - The endoscopy market is growing at approximately 5% annually, with 155 million procedures performed in developed markets, which represent only about 25% of the global population [2] - Barriers such as clinician training, infrastructure, and administrative burdens are currently limiting the potential for endoscopy-enabled care, necessitating expansion into underserved markets and adjacent disease areas [3] Market Dynamics - The total number of endoscopy procedures could increase nearly fourfold to around $600 million annually as access to care improves in other markets [2] - The healthcare system is facing rising costs while access remains limited in many regions, highlighting the need for innovative solutions to overcome these challenges [3] Future Vision - The company envisions a future where endoscopy-enabled care significantly benefits a larger population, transforming the experience for patients, clinicians, and administrators [4]