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Geoff Pardo

Oct 15, 2026

3:44
Jeff, how would you sort of add to that?
3:47
I totally agree.
3:47
I mean, I, it's kind of interesting.
3:49
If I reflect on when I entered the business in two thousand one, who was investing back then and what people were investing in, there was a lot of early-stage device investing in that period, sort of two thousand one to two thousand eight.
4:04
And interestingly, you know, there's been almost a complete changeover in investment funds till today.
4:09
Very few of the funds that were active back then are active today.
4:14
And so I think what we've seen as part of that changeover is a lot fewer funds, as Darshana referenced, doing the early-stage investing.

9 MINS LATER

13:10
What do you say to them? What advice do you give them? And for listeners here, maybe share some of that perspective.
7:22
Maybe Jeff, over to you, and then Brent, add some more color from your perspective.
7:26
Yeah.
7:26
Similar to Darshana, I think it's, you know, the pace of innovation continues to be super strong and amidst a pretty challenging backdrop, which I'll talk about in a second.
7:35
But all credit to our entrepreneurs and clinicians that are out there continuing to push the envelope on new things.
7:43
I mean, I think we are continue to see things that really are breakthrough devices and have the chance to really further the clinical care in this country and globally.
7:54
But I think over the last twelve to twenty-four months, we've seen some challenges too.
7:57
I mean, FDA is in a difficult position.
11:18
So maybe as we have that sort of landscape and we think about the most exciting things that are out there, what are the most exciting things? What are the most compelling opportunities you guys are seeing now? Obviously, there's some things longer term we'll talk about, but what's coming across your desk now that gives you excitement? And maybe, Jeff, let's start with you.

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