Europe Healthcare Medical Technology Feedback from ESTRO

Goldman Sachs provides insights from the 2026 ESTRO meeting, highlighting the industry's shift toward workflow efficiency, online adaptive radiotherapy, and the European entry of United Imaging.

Key Takeaways

• 1.The medical technology industry is focused on streamlining radiation oncology workflows to improve productivity amid labor and financial constraints.
• 2.Online adaptive treatment is set to become a growing share of radiotherapy treatments, despite current low penetration levels.
• 3.United Imaging is entering the European market following its recent CE mark for its LINAC system, aiming to disrupt established radiotherapy workflows.

Table of Contents

• Feedback from our booth tours - Healthineers, Elekta and United Imaging
• Disclosure Appendix
• Reg AC
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures
• Additional disclosures required under the laws and regulations of jurisdictions other than the United States
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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