Medtech & life-science tools
48 large-cap companies along a 5-stage value chain, researched and connected to their suppliers and customers. rejo measures this industry in: procedure volumes, organic growth, orders, approvals, recalls.
The value chain
1
Tools & reagents
- Thermo Fisher Scientific
- Danaher
- Agilent Technologies
- IQVIA
- Waters
- Illumina
2
Devices
- Abbott Laboratories
- Intuitive Surgical
- Medtronic
- Stryker
- Boston Scientific
- Becton Dickinson
3
Distribution
- McKesson
- Cencora
- Cardinal Health
- Henry Schein
4
Providers
- Welltower
- CVS Health
- HCA Healthcare
- Cigna
- Ventas
- Labcorp
5
Payers
- UnitedHealth
- Elevance Health
- Humana
- Centene
Largest covered companies
| UnitedHealth | UNH | Payers |
| Thermo Fisher Scientific | TMO | Tools & reagents |
| Abbott Laboratories | ABT | Devices |
| Welltower | WELL | Providers |
| Danaher | DHR | Tools & reagents |
| Intuitive Surgical | ISRG | Devices |
| Medtronic | MDT | Devices |
| CVS Health | CVS | Providers |
| McKesson | MCK | Distribution |
| Stryker | SYK | Devices |
| HCA Healthcare | HCA | Providers |
| Elevance Health | ELV | Payers |
What rejo does for medtech & life-science tools investors
- A desk, brief and idea engine scoped to medtech & life-science tools and organised by its value chain.
- The Transmission Desk: every print and supplier event in the industry, followed to the companies it reaches.
- Supply webs for each company, including private suppliers, and the suppliers the industry shares.
- Channel checks against consensus and prep sheets before each print.
- A KPI board in the industry's own measures: procedure volumes, organic growth, orders, approvals.