The orthopedic industry is currently undergoing a violent but necessary cleansing.
We have officially exited the "FOMO" era of easy capital and new shinny implant features.
The conference floors are crowded with them: companies—and often entire legacy product lines—that exist only because interest rates were low and hype was high.
Whether it’s a new new coating, another "me-too" SI fusion screw, or a robotic arm chasing a problem that doesn't exist, the industry has spent years burning venture dollars on "Clinical Data Theater."
But the spigot has been turned off. The market is purging "shi...
