In May 2020 -- using our experience analyzing developments and trends in the medical diagnostics and devices (MD&D) market over the past 40 years -- we presented our economically-modeled opinions regarding what the likely impact of the COVID-19 pandemic would be on the individual MD&D technology markets through 2024. This was followed by a June 2020 report giving our assessment of: a) the estimated exposure of the 45 top global MD&D suppliers; and b) opportunities for MD&D suppliers -- both as a group and as individual firms -- to emerge from the pandemic stronger and positioned to participate in and implement the changing face of health care delivery globally.
Since our initial reports were issued, the COVID-19 pandemic has extended its disruptive impact beyond our original estimates, especially in the key U.S. market that accounts for the largest share of the global MD&D market. As such, we are now (July 2020) presenting revised recovery forecasts for the various MD&D technology segments through 2024 based on the current COVID-19 environment. The data compare the revised COVID-19 forecasts with what we would have expected market growth to be normally and details the share of recovery each year. Equally important -- since the pandemic’s duration and impact remain uncertain -- this report provides a working tool (Excel models) for MD&D companies to consider alternative forecasts depending on how the pandemic proceeds and compared to their internal calculations based on proprietary data.
3M
Abbott Laboratories
Alcon
Align Technology
Allergan
Arthrex
Asahi Kasei
B. Braun Melsungen
Baxter
Becton Dickinson
bioMerieux
Boston Scientific
Braun Melsungen
Canon Medical Systems
Cardinal Health
Coloplast
ConvaTec
Danaher
Demant
Dentsply Sirona
Drager
Edwards Lifesciences
Envista
Fresenius
FujiFilm
GE Healthcare
Hill-Rom
Getinge
Hologic
Intuitive Surgical
Johnson & Johnson
Medtronic
Molnlycke
Nipro
Olympus
Philips Healthcare
ResMed
Roche Diagnostics
Siemens Healthineers
Smith & Nephew
Sonova
Stryker
Sysmex
Teleflex
Terumo
Thermo Fisher Scientific
Varian Medical Systems
Zimmer-Biomet
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