Technology quietly transformed the way we live throughout the 2010s. The rapid pace of revolutions and evolutions came and went so quickly that companies like Apple, Amazon, Netflix quickly became tokens in our households and our daily lives. Perhaps most incredibly, this all occurred in an unrealized, ubiquitous manner over the course of just ten short years. At ROBO Global, we stand with conviction behind the incredible investment opportunity that lies in these very technologies and the tremen...Learn More
By Nina Deka, Senior Research Analyst, ROBO Global New technology is disrupting traditional diabetes management, making it one of the hottest themes across all medtech, as seen by the rapid growth of new devices in 2019. Continuous glucose monitoring (CGM) and insulin pumps, which replace the manual tasks of finger sticks and insulin injections, are getting smarter and more advanced and are further penetrating into both the Type 1 and Type 2 markets. These devices are in their earliest stages...Learn More
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...Learn More
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...Learn More
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...Learn More
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...Learn More
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...Learn More
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...Learn More
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...Learn More
At ROBO Global, we believe robotics, automation, and AI to be the next technological revolution—perhaps the most important in our lifetime. It is a global shift that is comparable to the introduction of electricity in the early 20th century and, more recently, to the adoption of the Internet and mobile technologies over the last two decades. To enable investors to gain exposure to best-in-class companies across these key robotics and AI applications, ROBO Global created the ROBO Global Roboti...Learn More
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