Why Read ?
Monopolies are the holy grail if you can create one and maintain it for years.
I saw this up close as I was fortunate to experience the tail winds of a monopoly in my career at Ellipse with MAGEC.
A few examples of monopolies in Orthopedics:
Kyphon: Pioneered kyphoplasty.
MAKO: First usable robot surgery for unicompartmental knee.
SpineTech: First spinal cage.
Ellipse Technologies: Avoiding 5-10 surgeries in child's life with remote-control MAGEC rods for EOS.
Active Implants: Total meniscus replacement to postpone knee replacements.
Trice Medical: Arthroscope joint diagnosis in doctors’ offices.
Active Protective: Tango smart airbag that prevents hip fractures.
OrthoSpace: Biodegradable balloon to protect rotator cuff tears.
Ossio: Non-metal implants for small bones that dissolve into bone, eliminating follow-up surgeries.
Canary Medical: Total knees that talk to healthcare system early to prevent issues.
Arbutus: Enabling surgery outside the OR.
Pros of Creating a Monopoly in Ortho
Control Over Pricing, Narrative, and Market Space: A startup that establishes a monopoly can dictate pricing, shape industry narratives, and define the category, leading to higher profi...
