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General Trends in Ortho M&A Predictions (Future) M&A Recent Funding Trends and Recent IPO Predictions Public Company Performance Startups I Like Struggling and Zombie Public Companies
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General Trends in Ortho The "Mini-Bot" Revolution: Why it matters: Large systems are tired of the 7-year depreciation cycle. Expect a surge in "Robot-as-a-Service" (RaaS) models where the hospital pays per click, not per machine. GLP-1 "Second Wave": We are seeing the first clinical data showing that patients on GLP-1s are not just "healthier" for surgery; they are actually delaying joint replacements by 18-24 months. This is creating a "bulge" in the pipeline for 2028-2029 but a slight softening in 1H 2026 volumes for elective TJA. The landscape of orthopedic surgery is shifting toward a future defined by digital integration and enabling technologies, which no...
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