The COVID pandemic brought unprecedented disruption to orthopedics in 2020, but strong underlying fundamentals helped the industry recover more quickly than expected. Among those fundamentals are three trends we see playing a crucial role in the orthopedic market’s 2021 performance.
Enabling technology: Orthopedic robots drive revenue not only for device companies, but also for hospitals reliant on highly profitable joint replacement and spine surgeries.
Mergers and acquisitions: As the pandemic depresses asset prices, resource-rich companies are increasingly aggressive in small acquisitions to expand their portfolio or market access.
ASCs: Joint replacement and spine companies are highly focused on positioning themselves to leverage the shift of producers to ASCs.
More detail can be found in our infographic.