Monday February 2, 2026
This week the trend seems to be execution under scrutiny — from regulators and payers to clinical data and capital markets, med tech leaders are being judged less on vision and more on delivery.
8 things to watch this week:
1. 🔍 Abbott–Exact Sciences deal to be reviewed by Australian antitrust regulator
Australia’s competition watchdog will review Abbott’s proposed acquisition of Exact Sciences, underscoring how cross-border regulatory risk is now a standard consideration for large diagnostics and device transactions. For strategics, global antitrust scrutiny is no longer a post-signing afterthought.
MLex
2. 🫀 Medtronic reports positive PENTITUDE data in STS patients
Medtronic shared encouraging clinical data supporting its PENTITUDE platform in high-risk surgical patients, reinforcing its pipeline momentum. Strong outcomes data remains one of the most durable competitive moats in today’s crowded device categories.
MassDevice
3. 🧪 Velosity opens precision development center to accelerate device launches
Velosity’s new development center is designed to shorten timelines from concept to commercialization, reflecting growing demand for outsourced, high-speed product development. Device leaders continue to invest in infrastructure that de-risks and accelerates innovation.
Today’s Medical Developments
4. 🧠 Before You Execute, Pressure-Test the Commercial Story
Most medtech missteps don’t come from bad execution.
They come from acting on assumptions that were never examined.
The CLIF Analysis is a fast, external review of how your company presents itself—based on your pitch deck, website, and public materials. We assess where the story is clear, where it relies on assumptions, and where gaps may create downstream risk.
Not a roadmap. Not execution.
A structured reality check to help leaders decide whether deeper readiness work is warranted.
5. 🛌 REMSleep receives Medicare PDAC coding approval for DeltaWave portfolio
REMSleep secured PDAC approval across its DeltaWave sleep diagnostics lineup, a key reimbursement milestone. Coding clarity remains a major unlock for adoption, especially in home-based and diagnostic technologies.
The Post and Courier (Berkeley Independent)
6. 📜 Understanding CMS’s new accreditation rules tied to competitive bidding
CMS has updated accreditation requirements that directly affect participation in competitive bidding programs. For device and DME companies, compliance strategy is increasingly inseparable from commercial strategy.
HomeCare Magazine
7. 🧬 Abbott resets nutrition business while expanding diagnostics and devices
Abbott is recalibrating its nutrition strategy while doubling down on diagnostics and medical devices. The move highlights how large med tech players are actively reshaping portfolios toward higher-growth, higher-margin segments.
Simply Wall Street
8. 💰 Four notable health tech funding rounds in January
January funding activity shows continued investor interest in select health tech and device-adjacent platforms, even amid a cautious capital environment. For operators, funding trends remain a useful proxy for where competition and partnerships may emerge next.
MedCity News
Bonus story:
🤝 Drive Medical agrees to acquire Compass Health Brands
Drive Medical’s acquisition of Compass Health Brands signals ongoing consolidation in durable medical equipment and home care. Scale, distribution, and product breadth continue to drive dealmaking in this segment.
THIIS
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The Pathway is a curated briefing for medical device leaders, focused on regulatory moves, product launches, partnerships, and market signals shaping the industry.
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