I’m scratching my head here.
ZB, the world's leader in total joint implant sales, just dropped $177M (before earnouts) to snag Monogram and its fancy AI-navigated robot for total knee replacements.
Monogram's mBos is a shiny toy—FDA-cleared, CT-based, semi-autonomous, with dreams of going full robot overlord by 2027.
ZB's Rosa robot is already limping behind Stryker’s Mako in the robot race. This acquisition feels like a desperate swing to patch up a shaky robotics game. It's not going to help ZB, but I understand the intent.
Since there is no internal R&D at ZB any longer, any rational...
