The Index › Metabolic medicine
Whose care and services may the drugs change?
The providers of care, testing and treatment whose demand may change as the drugs spread.
The waterfall's proof point: Metabolic medicine: laboratory throughput is the productivity lift's nearest proof point, and it reports in pipeline data on a clock of quarters.
Businesses keep adopting AI, but the economy-wide productivity lift does not arrive before 2028.
What would prove us wrong
Productivity jumps much sooner than we expect, or adoption stops spreading.
Review 2027-12-31 · check: BLS Productivity and Costs (quarterly); Census Bureau Business Trends and Outlook Survey. · the claim's page
| Company | What it sells | Reports next |
|---|---|---|
| Abbott ABT |
Abbott makes diagnostic tests, medical devices, nutrition products and diabetes monitors that hospitals and patients use daily. | 21 Oct · expected, per Nasdaq |
| Cencora COR |
Cencora distributes prescription drugs and medical supplies from manufacturers to pharmacies and providers, moving medicines to patients. | 4 Nov · expected, per Nasdaq |
| DaVita DVA |
DaVita runs outpatient dialysis clinics that treat patients with kidney failure. | 4 Nov · expected, per Nasdaq |
| Dexcom DXCM |
Dexcom makes continuous glucose monitors, wearable sensors that track blood sugar for people with diabetes. | 29 Oct · expected, per Nasdaq |
| Edwards Lifesciences EW |
Edwards Lifesciences makes heart valves and other devices for treating structural heart disease. | 4 Nov · expected, per Nasdaq |
| Fresenius Medical Care FMS |
Fresenius Medical Care runs dialysis clinics and sells kidney-dialysis equipment and supplies. | 3 Nov · expected, per Nasdaq |
| Inspire Medical INSP |
Inspire Medical sells an implantable device that treats obstructive sleep apnea, a breathing disorder during sleep. | 2 Nov · expected, per Nasdaq |
| Insulet PODD |
Insulet makes the Omnipod, a tubeless insulin pump worn on the body by people with diabetes. | 4 Nov · expected, per Nasdaq |
| McKesson MCK |
McKesson distributes prescription drugs and medical supplies to pharmacies, hospitals and clinics. | 4 Nov · expected, per Nasdaq |
| ResMed RMD |
ResMed makes sleep-apnea breathing machines and masks sold to patients and providers. | 29 Oct · expected, per Nasdaq |
| Senseonics SENS |
Senseonics makes a long-lasting implantable glucose sensor for people with diabetes, supplying monitoring hardware that clinical care depends on. | 4 Nov · expected, per Nasdaq |
| Stryker SYK |
Stryker makes surgical equipment, orthopedic implants and medical devices that it sells to hospitals. | 29 Oct · expected, per Nasdaq |
| Tandem Diabetes TNDM |
Tandem Diabetes sells insulin pumps and the software that works with them. | 5 Nov · expected, per Nasdaq |
| Travere TVTX |
Travere sells prescription medicines for rare kidney and metabolic diseases, earning revenue from patient treatment rather than from drug research or hospitals. | 29 Oct · expected, per Nasdaq |
| Zimmer Biomet ZBH |
Zimmer Biomet makes artificial joints, implants, and surgical tools used in knee and hip operations. | 4 Nov · expected, per Nasdaq |
Showing 15 of 15 · No price is shown: the Index is a map of what each company sells and where it sits, not a quote board.
Next door
Which businesses must adjust as their customers change? · Who carries the drugs to markets outside the United States? · Whose science sits close to the new drugs?