Medtech’s Mixed-up Monsters

October, 2018    SMM-186 Medtech’s Mixed-up Monsters If nature abhors a vacuum, traditional theory has it that investors hate conglomerates; markets tend to value aggregates of different businesses at less than the sum of their parts. How...

Less is more

June, 2018    SMM-180 Less is more In most life science companies, the brand plan document is not fit for purpose. Intended to communicate the plan and gain commitment, It is typically a time-consuming tome that is rarely read and often ridiculed....