11 Nov, 2019 image
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In healthcare, Q3 funding points to dramatic disruption

By Bill Studebaker, President & CIO, ROBO Global, LLC   It’s no secret that I’m incredibly bullish about the current trajectory of the healthcare sector when it comes to all things AI and digital. The ROBO Global Healthcare Technology & Innovation Index (HTEC) was launched in April 2019 to give investors a way to target their exposure directly toward this inevitable growth, and since that time, the strength of the sector has proven to be nothing less than spectacular. Last...

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9 Oct, 2019 image
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How Vocera Replaces Chaos with Quiet in Hospitals

By Nina Deka, Senior Research Analyst, ROBO Global Sometimes all a patient needs to heal is peace and quiet. This can be difficult to find in a hospital, where shouting, alarms, and other noises are the de-facto standard of communication. The newest addition to the ROBO  and HTEC indexes is disrupting that noise. Vocera is a communications technology company most known for its badge, which is a wearable, voice-activated device used by employees to speak with one another. What is largely over...

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7 Oct, 2019 image
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Who has the real answer to the US healthcare crisis?

It’s said that the more things change, the more they remain the same. That could certainly be said about the upcoming 2020 US presidential election. Just as it was in the last election cycle, healthcare remains the number-one voting concern for voters who see out-of-control drug prices, diminishing health-insurance benefits, and rising healthcare premiums as threats to their wallets—if not their livelihoods. Of course, there are no easy answers from a policy perspective. Every one of the ...

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12 Sep, 2019 image
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Global Telehealth is On the Rise

By Nina Deka, Senior Research Analyst, ROBO Global The National Healthcare Security Administration of China issued its anticipated guidelines on pricing and insurance coverage for internet medical services, marking a significant milestone for telemedicine adoption in China. This news is in line with our view that global telehealth adoption is accelerating, and is a positive catalyst for the ROBO Global Healthcare Technology and Innovation Index (HTEC). Ping An Healthcare and Technology Compan...

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22 Aug, 2019 image
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How Teladoc is Transforming Access to Healthcare

By Nina Deka, Senior Research Analyst, ROBO Global Lack of access to healthcare and rapidly growing healthcare costs are two critical issues impacting the US economy, and they remain consistent topics of debate among policy makers. Telemedicine, a service that connects a patient to a doctor remotely, has seen rapid growth in the last few years because it addresses both of these issues. Teladoc Health, a ROBO Global Healthcare Technology & Innovation Index (HTEC) member, pioneered the tele...

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8 Aug, 2019 image
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Spotlight on the AI pioneer behind Sophia the Robot: Ben Goertzel

Last week, I was thrilled to have the opportunity to interview one of the brightest minds in robotics and AI today: Ben Goertzel. As the chief scientist at Hanson Robotics, the company that created the AI robot Sophia, Ben is a true innovator and a visionary in the field. He is a founder and the current CEO of SingularityNET, a company that focuses on bringing AI and blockchain together to create a decentralized open market for AI; the chairman of the Artificial General Intelligence Society and ...

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5 Aug, 2019 image
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Turnkey Tech Investing: July 2019 Market Brief

For the first half of the year, the emphasis for the market overall was on the “climb.” Recently, however, the challenge has been getting the upper hand. For those with a short-term time horizon, it will be challenging to understand central bank policies or the ultimate outcome of the escalating global trade war. While these issues have most certainly presented a challenge, for those with their eyes on the long-term destination, recent investments in the theme point to future growth. In ...

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2 Aug, 2019 image
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Giving viruses a taste of their own medicine

New technology is exploiting a virus’s capability to enter the human body and deliver therapy, rather than disease.  It’s called a viral vector, and it’s one of the fastest growing themes in precision medicine due to its increasing accuracy in treating rare diseases. Here is a brief look at this innovative technology, and the genomics and precision medicine companies within the ROBO Global Healthcare Technology and Innovation Index (HTEC) that provide investors with exposure to this them...

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25 Jul, 2019 image
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Qiagen: The most ubiquitous company in molecular diagnostics

With over 500,000 customers, Qiagen’s products are used in almost every molecular biology lab in the world. Qiagen’s “Sample to Insight” mission aims to offer end-to-end solutions to clinical labs and life science companies. The company has the #1 market leadership position in sample technologies that are used in every application in molecular biology (e.g. liquid biopsy, CRISPR, AAV). Qiagen’s strategy is to leverage its large client base to cross-sell its new solutions, including ful...

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28 Jun, 2019 image
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Tecan: Enabling the disruption of life science and diagnostics

At a recent visit to our New York office, Achim von Leoprechting, the new CEO of Switzerland-based Tecan, shared how the Swiss company’s technology is helping to revolutionize the life sciences industry. Following our conversation, we remain bullish on the long-term growth outlook for this market leader in lab automation for life science and research organizations. What does the company do exactly? Tecan provides the chassis, nuts, and bolts that enable genomic research and drug discovery—tw...

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