The ortho market is changing faster than ever because of technology, a new financial environment, shifts in demographics, new drugs delaying elective surgeries, new regulatory hurdles, new pricing in China, and much more.
Sharing 23 mini-trends that I see this year in ortho.
Send me a note about what I missed - https://linktr.ee/tigerbuford
Trend #1: The Extremities Segment Leads Growth
The growth narrative in orthopedics is predominantly led by the extremities segment, with companies like Treace and Paragon 28 at the forefront. The joint sector follows closely, thanks to efforts by giants like Stryker and ZB, though the spine sector trails slightly in comparison. New categories like imaging, navigation, AI and surgical planning are hard to categorize because they make all treatments better.
Trend #2: IPO Revival Wave
The reopening of IPO window this year will see a stack of new and old companies going public. Established entities are seizing their chance to go public, alongside a surge of underdogs, driven by drying VC wells and high borrowing costs. For many unprofitable small companies the IPO market is their only chance to tap into the capital markets (even at poor valuati...
