What happened? Many people have asked me this question over many quarters.
It's complicated, but I am going to do my best to explain the Treace downturn with five proposed theories. BTW, this article is based on publicly available information and not to be construed as financial advice (disclaimer).
It’s been a wild ride for Treace Medical Concepts (TMCI).
Back in 2021, they were the undisputed darlings of the orthopedic IPO scene. They didn’t just sell a plate; they sold a movement. Lapiplasty became a household name among foot and ankle surgeons, promising a "3D" permanent fix for bunio...
