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Base Reality Group
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Archive
May
2026.
Field Notes
Industry roundups
May 31, 2026
A Narrow Indication Is the Regulatory Strategy for AI Medical Devices
May 30, 2026
The Climate-Hardware IPO Wave Is a Demand Story, Not a Technology Story
May 29, 2026
Surgical Robotics’ Real Edge in 2026 Is Knowing When Not to Launch
May 28, 2026
The Neurosurgical Supply Shortage Reveals the Hidden Risk in Your DHF
May 27, 2026
MDUFA VI Just Reset the De Novo and Pre-Sub Mechanics
May 26, 2026
Physical AI’s Big Checks Are Landing Above the Robot
May 25, 2026
Deal Team Six Rewrites the Defense Hardware Founder’s Path to Market
May 24, 2026
Software Cadence Is Becoming the Surgical Robotics Moat
May 23, 2026
Medtronic’s $650M SPR Deal and the Chronic Pain Platform Consolidation
May 22, 2026
Guardant360 Liquid CDx and the Companion Diagnostic Platform Moat
May 21, 2026
The Surgical Robotics Challenger Field Fills Out in 2026
May 20, 2026
Boston Scientific’s SEISMIQ IVL Data Shows What Pivotal Evidence Now Buys You
May 19, 2026
Boston Scientific’s $1.5B MiRus Stake Marks MedTech’s Milestone Era
May 18, 2026
The FDA Just Reframed Regulatory Pathway Risk for Hard-Tech Founders
May 17, 2026
Physical AI Crosses From VC Bet to Incumbent Install Base
May 16, 2026
Rocket Lab and RTX Confirm the Subcontractor Playbook for Defense Hardware
May 15, 2026
Hard-Tech Mega-Rounds Land on the Physical Layer of the AI Stack
May 14, 2026
AI Imaging and Robotic Navigation Converge in the Interventional Stack
May 13, 2026
Medtronic Splits Cardiovascular Into Two Operating Stack Units as Interventional Cardiology Therapies Takes Shape
May 12, 2026
IVL Platform Competition Splits Into Three Mechanisms for Calcium Modification
May 11, 2026
Neptune Triton GI Robot Validates the Specialist Surgical Robotics Path
May 10, 2026
SS Innovations Perth-to-India Telesurgery Reframes Surgical Robotics Platform Economics
May 9, 2026
Interventional Medtech Q1 Earnings Reveal a Margin Tax Beneath the Topline
May 8, 2026
AI-Embodied Surgical Robots Force a Regulatory Framework Reset
May 7, 2026
BD Q2 Interventional Confirms the Surgical Consumables Layer Underneath the Robotics Build-Out
May 6, 2026
J&J Ottava FORTE Pivotal Resets the Soft Tissue Surgical Robotics Stack
May 5, 2026
Olympus-EndoRobotics Deal Reframes Distribution as a Surgical Robotics Channel Strategy
May 4, 2026
Surgical Robotics Moves to ASCs as the Site-of-Care Shift Resets the Platform Spec
May 3, 2026
Stealth AXiS Goes Global as Integrated Platforms Redraw Surgical Robotics Competition
May 2, 2026
Stryker’s Q1 Cyber Recovery Reframes Resilience as a Medtech Strategic Asset
May 1, 2026
CMR’s Versius Plus Gynecology Filing Anchors a Week of Indication Expansion
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