Heard on the street.
This is going to be a wild few months with a ton of disruption in people.
My industry sources indicate major orthopedic firms are divesting spine divisions amid market pressures. Here's the latest unconfirmed M&A scuttlebutt.
Orthofix Spine to spin-out and sell to Arthrex
Orthofix (NASDAQ: OFIX) plans to spin out its Texas-based spine division and sell it to Arthrex, potentially by December 2025. This follows strong Q3 2025 U.S. fixation sales growth of 8% and 10% procedural volume increase. The move aims to streamline operations amid competition and regulations. Deal value speculated at over $500 million. Arthrex may also acquire UK-based Corin soon, enhancing its joint replacement and robotics portfolio.
If Reinhold can pull this off, then he will have a full service orthopedic company in 2026. Watch out!
Medtronic to spin-out Spine division with future possible IPO
Medtronic (NYSE: MDT) is preparing to spin out its Tennessee spine division for an IPO, possibly in Q1 2026. Their spine division only grew 6.6% last quarter. This follows the planned Diabetes unit spin-off, valued at $2.8 billion. Medtronic Spine has faced margin drags from pricing and in...
