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In this first MedTech 101 episode of the year, Rodney Moses explores where MedTech is heading in 2026 and beyond. Drawing from industry history, market data, and real-world regulatory experience, he identifies three key growth pillars shaping the future of healthcare: telemedicine, artificial intelligence, and personalised medicine.

Using Intuitive Surgical as a case study, Rodney explains how patents, monopolies, and regulation influence innovation and market expansion. He then breaks down why telemedicine is accelerating rapidly, how AI is enhancing (not replacing) clinicians, and why personalised medicine is set to become a trillion-dollar market.

This episode offers a clear investment, innovation, and career lens on where MedTech is moving—and where attention should be focused over the next five years.

⏱️ Episode Time-Step Summary (Chapters)

(0:00–0:20) High-Growth MedTech Thesis
MedTech companies operating in telemedicine, AI, and personalised medicine are positioned for strong long-term growth.

(0:20–1:55) Welcome & Podcast Update
Rodney Moses welcomes listeners to the first episode of the year, reflects on fewer episodes in 2025, and shares updates on starting postgraduate studies in Munich and expanding the podcast’s scope.

(1:55–2:23) Framing the Future of MedTech
To predict the future of MedTech, we must first understand the present and recent history of the industry.

(2:23–4:08) Intuitive Surgical & Market Evolution
Intuitive Surgical’s early patents created a long-lasting monopoly in surgical robotics. Patent expiry enabled competitors, lowered regulatory barriers, and expanded the market.

(4:08–4:59) Innovation, Patents & Regulation
Discussion on balancing patent protection, innovation incentives, affordability, and the role of regulation in MedTech markets.

(4:59–6:35) Telemedicine: Market Growth & Impact
Telemedicine as a key future pillar of MedTech, driven by wearables and remote monitoring.

• Market size: $141B (2024) → $380B (2030)
• Benefits include hospital decongestion and improved access to care.

(6:35–10:00) Artificial Intelligence in MedTech
AI as an enabler rather than a replacement for doctors. Use cases include diagnostics, imaging, mental health analysis, and decision support.

• Market size: $14B (2024) → $255B (2033)
  Regulatory catch-up remains a challenge, but momentum is strong.

(10:06–11:22) Personalised Medicine & Data-Driven Care
Shift from generalized treatments to tailored therapies based on individual patient data, improving efficacy and outcomes.

(11:22–11:54) Personalised Medicine Market Outlook
One of the fastest-growing healthcare markets globally.

• Market size: $567B (2024) → $1.2T (2033)

(11:54–12:57) Where to Focus in MedTech
The three strongest growth areas for the next 1–5 years:

1. Telemedicine
2. Artificial Intelligence
3. Personalised Medicine
   Surgical robotics remains important but secondary in near-term growth.

(12:57–13:11) Closing Remarks
Rodney thanks listeners, marks his return to the podcast, and invites guest and topic suggesti

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In this compelling episode of MedTech 101, host Rodney Moses sits down with RenovoRx CEO Shaun Bagai to explore the latest breakthroughs in cancer treatment. The conversation opens with a clear-eyed look at the challenges pancreatic cancer patients face, before diving into Shaun’s remarkable journey—from aspiring pre-med student to seasoned medtech leader—and the pivotal role engineering plays in redefining cancer care.

Rodney underscores the importance of pairing technological innovation with true patient-centric thinking, setting the tone for an insightful discussion on medtech’s ability to transform lives.

Shaun explains how RenovoRx is changing the treatment landscape through its patented localized therapy platform, designed to deliver chemotherapy directly to the tumor while reducing life-limiting systemic side effects. Their discussion highlights the development and impact of the RenovoCath catheter and the Trans-Arterial Micro-Perfusion (TAMP) system, technologies that enable precise, targeted drug delivery and bring renewed hope for improved outcomes.

Rodney and Shaun also touch on the contrast between the agility of startups and the slower pace of traditional medtech companies—using RenovoRx’s journey to a NASDAQ listing, without being acquired by a larger player, as a powerful example of strategic independence. The episode wraps with optimism about the future of oncology and the transformative potential of smarter drug-delivery systems.

Timestamp Summary

00:00 | Innovative Approach to Treating Pancreatic Cancer Locally
01:50 | Renovo Rx's Innovative Approach to Localized Chemotherapy Delivery
02:31 | From Medtronic to CEO: A Journey in Medical Innovation
05:28 | Leveraging Technology in Medicine for Widespread Impact
06:47 | RenovoRx's Unique Path in the Medtech Industry
12:39 | Innovative Localized Chemotherapy for Pancreatic Cancer Treatment
19:22 | Expanding Life-Saving Technology Beyond the US Market
21:02 | Innovative Delivery Systems for Pancreatic Cancer Treatment

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Viral Thakkar, COO of LungPacer Medical, joins Rodney on the MedTech 101 Podcast to discuss how cutting-edge innovation is reshaping ventilator technology. They unpack the limitations of traditional mechanical ventilation and its often-overlooked effects on the diaphragm. Viral shares insights into AeroPace, LungPacer’s breakthrough system that uses phrenic nerve stimulation to help patients breathe and recover more effectively.

The discussion dives into the real-world challenges of clinical adoption, the significance of FDA Breakthrough Designation, and what the future holds for ventilation care. Tune in to learn how this technology could redefine outcomes for ICU patients by reducing complications and accelerating recovery.

Timestamp
00:00 The Impact of Mechanical Ventilation on Diaphragm Health
02:02 From R&D to COO: Viral Thakkar's Medtech Journey
03:20 A Journey from Personal Tragedy to Medical Device Innovation
05:56 Ventilator-Induced Diaphragm Dysfunction and Its Consequences
11:38 Innovative Diaphragm Stimulation Technology for Improved Ventilation
15:45 Breakthrough Medical Device Designation and Market Challenges
19:27 Innovative Ventilation Technology Aims to Improve ICU Patient Outcomes

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