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Generics vs. Biosimilars: Why They're Not the Same Business
Edwards Lifesciences (EW) — From Valve Pioneer to Structural Heart Powerhouse
Intuitive Surgical (ISRG): What Three Years and a New Robot Changed
Stryker Corporation (SYK): Engineering the Future of Healthcare
Veeva Systems: The Digital Nervous System of Global Biopharma
Medtronic Deep Dive - The Awakening of a Sleeping Giant: Medtronic’s Strategic Pivot to Innovation-Driven Growth
Deep Dives
Edwards Lifesciences (EW) — From Valve Pioneer to Structural Heart Powerhouse
1. The Premise
Today we are going to be looking at a company whose entire existence is concentrated on solving one disease, in one organ, for one population of patients — and which has spent six decades doing so with such singular intensity that it has become genuinely irreplaceable. Edwards Lifesciences
Intuitive Surgical (ISRG): What Three Years and a New Robot Changed
Stryker Corporation (SYK): Engineering the Future of Healthcare
Veeva Systems: The Digital Nervous System of Global Biopharma
Medtronic Deep Dive - The Awakening of a Sleeping Giant: Medtronic’s Strategic Pivot to Innovation-Driven Growth
West Pharmaceutical 2.0: Shifting from being just an elastomer supplier to providing integrated solutions
Align Technology (ALGN): Modernizing dentistry with 3D printing and digitalization
Technologies in 5 mins
Generics vs. Biosimilars: Why They're Not the Same Business
Generics and biosimilars have the same goal: cheaper versions of drugs whose patents have expired. That is where the similarity ends.
A generic is a commodity. It copies a small-molecule drug made by simple chemistry, and the copy is identical to the original. Because anyone can make it, many