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Trinity Biotech (TRIB) to Grow in Wearable Biosensor With Buyout

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Trinity Biotech (TRIB - Free Report) has inked a definitive agreement to acquire the biosensor and Continuous Glucose Monitoring (CGM) assets of Waveform Technologies. The strategic move, valued at $12.5 million in cash and 9 million American Depositary Shares (ADSs) of the company and additional considerations, positions Trinity Biotech to revolutionize diabetes care and expand its influence in the biosensor market.

This acquisition, according to the company, marks the first step for Trinity Biotech toward capitalizing on attractive new technology horizons as the company pursues a global leadership position in accessible wearable biosensor technology.

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The focus on CGM as an initial step, utilizing a device with regulatory approval, provides a de-risked entry point. The plan to optimize this technology for broader adoption and further development demonstrates a commitment to providing actionable health insights globally. The company plans to subsequently expand to analyze various biomarkers and related data points.

Market Entry and Affordability

The acquisition's significance is underscored by Trinity Biotech's commercial partnership with Bayer, facilitating market entry across key diabetes markets globally. Trinity's decades-long history of providing broad access to diagnostics globally positions it as a reliable player in the competitive biosensor market.

Waveform's CE Marked Cascade CGM boasts unique benefits, including needle-free insertion and a reusable applicator and transmitter. This not only enhances user experience by reducing pain and trauma but also addresses environmental concerns associated with disposable systems. Following the completion of the acquisition, Waveform will no longer sell the Cascade device and Trinity Biotech will not sell that device in its current form.  The company plans to design a next-generation CGM sensor using Waveform’s platform and has secured additional funding from Perceptive Advisors for the next stage of the product’s development.

The acquired CGM technology will serve as a springboard for Trinity Biotech to develop a suite of wearable biosensors. This innovative platform promises to measure and analyze a spectrum of health and wellness data. Trinity Biotech's foresight in targeting markets where existing CGM products are expensive is aimed at fostering broader adoption of critical health technologies.

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Market Prospects

According to Maximize Market Research report, the wearable biosensors market is set to reach $44.13 billion by 2029, exhibiting a CAGR of 7.10% from 2022. The surge in wearable devices, particularly in healthcare, is driving this growth. These biosensors, monitoring physiological data and offering real-time information, reduce healthcare system burdens by enabling remote patient monitoring. The market's trajectory is further bolstered by the growing elderly population's need for vital parameter monitoring and the increasing prevalence of chronic diseases.

Additionally, the push for point-of-care testing, accelerated by the COVID-19 pandemic, is contributing to market expansion. The integration of lab-on-chip devices and the rise of personalized medicine are anticipated to create new opportunities, emphasizing the dynamic and evolving landscape of the global wearable biosensors market.

Share Price Performance

Over the past year, shares of TRIB have plunged 49.2% against the industry’s 0.6% growth.

Zacks Rank and Key Picks

Trinity Biotech currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the broader medical space are DaVita (DVA - Free Report) , Bruker (BRKR - Free Report) and Haemonetics (HAE - Free Report) . DaVita sports a Zacks Rank #1 (Strong Buy) at present, while Bruker and Haemonetics carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

Estimates for DaVita’s 2023 earnings per share have remained constant at $8.07 in the past 30 days. Shares of the company have gained 7.4% in the past year compared with the industry’s growth of 2.9%.

DVA’s earnings surpassed estimates in all the trailing four quarters, the average surprise being 36.6%. In the last reported quarter, it delivered an average earnings surprise of 48.4%.

Estimates for Bruker’s 2023 earnings per share have improved 0.8% to $2.53 in the past 30 days. Shares of the company have lost 34.9% in the past year compared with the industry’s decline of 0.6%.

BRKR’s earnings surpassed estimates in all the trailing four quarters, the average surprise being 10.2%. In the last reported quarter, it delivered an earnings surprise of 17.5%.

Haemonetics’ stock has gained 13.3% in the past year. Earnings estimates for Haemonetics have remained constant at $3.89 for fiscal 2024 and increased from $4.15 to $4.18 for fiscal 2025 in the past 30 days. 

HAE’s earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 16.1%. In the last reported quarter, it delivered an earnings surprise of 5.3%.

Disclaimer: This article has been written with the assistance of Generative AI. However, the author has reviewed, revised, supplemented, and rewritten parts of this content to ensure its originality and the precision of the incorporated information.


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