PitchBook：2026年二季度医疗技术公开报告：市场反弹使该行业落后（英文版）

Life sciences and diagnostics shares rallied on defensive rotation into domestic-lab-heavy names and mean reversion in the most oversold Q1 losers. Medical devices & supplies shares sold off on multiple guidance cuts, unresolved Section 232 tariff risk, and AI-driven capital-equipment concerns, while consumer health shares were still working through pharmacy-channel pricing risk and GLP-1-adjacent volume normalization. The quarter’s cross-segment dispersion was the widest since 2022. L