If you have spent any time reading my stuff, you already know my theory:
Business Process > Product.
Implants still pay the bills. The next fight is who owns the episode of care, the outcomes data, and the closed-loop learning that sits on top of robotics, navigation, and patient-specific planning. This deal is Globus buying that layer.
What Globus actually bought
Higgs Boson is not a robot. It is not an implant company. It is a patient-journey and AI-agent company that started as a surgical companion app.
Founded in 2016–2017 as a Duke spinout by neurosurgeon Dr. Nandan Lad, gastroenterologist Dr. Ziad Gellad, and software entrepreneur Rajeev Dharmapurikar, the company first shipped Manage My Surgery, then rebranded the flagship platform to CareConvoy.
The current stack is broader than a pre-op checklist:
CareConvoy — multi-modal patient engagement across the full pathway
CareConvoy Canvas — white-label digital therapy companion for medtech and pharma
CareConvoy AI — custom, voice-based AI agents for patients, care teams, and field teams
CareConvoy360 — clinical-trial / remote-site workflow
Company-reported traction: 160,000+ patients and caregivers supported, 2.1 millio...
