I am officially announcing that Spine has reached its saturation point.
There are the natural technology cycles in orthopedics. Once one area becomes saturated with too many players and too many product options, a new technology area opens up and creates new opportunities and expansion.
It looks something like this over time.
AI > Imaging/Nav > Extremities > Robotics > Biologics > Spine > Joints > Trauma
In order to ride the technology curve over the next 5 years, a new company should find a way to work in the AI or Imaging or the Nav space today for max growth potential. The other areas have had their disruptive decade and have run their course until everyone copies each other. There are just too many competitors and too much price pressure with the exception of Extremities nearing the end of its golden years probably by 2028.
More on the death of the spine cycle.
Back in 1997, the acquisition of SpineTech for $600M sparked a frenzy in the spine industry, leading to the "spine bubble." Companies eagerly jumped into the spine sector, attracted by the high valuations. This trend continued into the 2000s, with firms like Alphatec Manufacturing pivoting their...
