High Level Overview
The themes for you this week are:
1/ US ortho funding is hunting closed-loop data, SI fixation, and anything that fits in an ASC closet,
2/ OUS orthos are shipping the hardware and the CE marks—Spanish cortical ACL fixation, French AR glasses, Finnish magnesium, Israeli force maps.
3/ Globus just bought a Duke patient-app company and called it Surgical Intelligence.
4/ SI-Fusion public company Tenon (https://www.tenonmed.com/ ) raised $3 million after a reverse split. That is not a boom tape. That is a market telling you which clinical problems still attract capital.
M&A and Strategic Integrations: Digital Ecosystems and Surgical Intelligence
Musculoskeletal technology continues to consolidate around perioperative data and artificial intelligence.
The week’s headline was Globus Medical completing its acquisition of Duke University–incubated Higgs Boson Health (Durham, NC). Terms were not disclosed. Higgs Boson brings software developers, AI scientists, and its CareConvoy / Manage My Surgery stack—patient education, tasking, PRO capture, and HIPAA-compliant messaging across the episode of care—into Globus’s “Surgical Intelligence” pillar. Management framed...
