Orthopedic Device Makers Take a Step Back – Competitive advantages appear to be weakening

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Orthopedic Device Makers Take a Step Back (Morningstar)
Competitive advantages appear to be weakening.
Orthopedic industry moat trends are declining as a result of increasing regulatory and reimbursement pressures, and ongoing economic uncertainty caused recent cuts to our fair value estimates.As a result of increasing regulatory and reimbursement pressures, more supplier switching could be possible. While not a dire situation, we believe orthopedic device makers will have more incentive to engage in competitive behavior, especially if timelines to market remain extended in the ...

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