Market Reviews

November 15, 2018

3Q18 and 9 Month 2018 Performance Highlights for Public Companies

3Q18 and 9 Month 2018 Performance Highlights for Public Companies
Several companies noted increased case volume in the third quarter, likely driven by a strong U.S. economy leading to more widespread insurance coverage and patients able to pay for elective procedures. Sales results were mixed outside of the U.S., particularly in the EMEA region where reimbursement issues continue to be a challenge in the U.K. and Germany. Companies generally performed well, however, in emerging markets.

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September 21, 2018

Joint Reconstruction Expected to Continue with Steady Growth

Joint Reconstruction Expected to Continue with Steady Growth
The 1H18 performance of companies that make up ~80% of the joint reconstruction market achieved 4.1% growth vs. 1H17. These companies posted 2.4% growth in 1H17 vs. 1H16. Here is a look at past activity and future predictions for hip, knee and extremities.

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August 22, 2018

Revenue Review: 1H18 Growth for Public Companies

Revenue Review: 1H18 Growth for Public Companies
The 21 companies we track collectively grew +3.6% in 1H18 vs. 1H17, still on pace to reach our estimates of +3.7% in orthopaedic industry growth for 2018 vs. 2017.

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August 22, 2018

Spine Market Growth Expected to Remain at 2%

Spine accounts for 18% of the orthopaedic industry's overall revenue. In 2017, sales of spine products (excluding biologics) exceeded $9 billion worldwide, an increase of 2.2% vs. 2016, according to our estimates. The segment remains a story of large, differentiated companies losing market share to the players that derive the majority of their revenue from spine.

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July 18, 2018

Arthroscopy/Soft Tissue Repair Market Ripe for 6% Growth

Sales from arthroscopy/soft tissue products in 2017 surpassed $5.3 billion and grew 6.2% vs. 2016, according to our estimates published in THE ORTHOPAEDIC INDUSTRY ANNUAL REPORT. The segment exceeded our projections, partially due to better-than-expected growth by players like DePuy Synthes, Stryker and Zimmer Biomet.

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June 21, 2018

Public Orthopaedic Companies: 1Q18 Revenue

Alongside their 1Q18 results, numerous players reaffirmed or updated their full-year revenue guidance. Globus Medical increased its numbers based on adoption of ExcelsiusGPS, K2M grew its range by $3MM following a distributor partnership and Orthofix upped guidance by about $9MM in acquisition-related contributions. After the quarters close, Wright Medical announced FDA premarket approval for AUGMENT injectable bone graft, and will update its full-year guidance in the 2Q18 call.

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May 24, 2018

Trauma Market Attracts New Players

Established orthopaedic players and startups alike seek to enter the trauma segment, and we think this dynamic will make trauma one of the more exciting markets to watch in coming years. Here's why.

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April 20, 2018

Orthopaedic Industry Reaches $49 Billion in 2017

Orthopaedic industry revenue reached $49.3 billion worldwide in 2017 and grew at 3.7%, ~$1.7 billion over 2016, according to our estimates to be published in THE ORTHOPAEDIC INDUSTRY ANNUAL REPORT. In 2017, the 20 largest orthopaedic device companies-those with revenue above $200 million-posted growth. That's a statement we haven't made for at least the last three years, and one we think indicates positive momentum in orthopaedics. What fueled this growth? New product launches, acquisitions and international expansion were the most-cited contributors by company executives.

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September 22, 2017

Spine Companies $100MM to $2BB: Strategic Activity Update

The majority of the spine market-just about 80%-is controlled by companies with annual spine revenue above $100 million. See a detailed breakdown of the top players.

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