A new report from Roskill Information Services predicts a worldwide shortage of tantalum, a porous metal used in coating orthopedic devices. Tantalum has been demonstrated to facilitate a bond between an implant and the surrounding bone, with additional benefits including... more
DePuy and Biomet have kicked off 1Q earnings season on a positive note, offering a view of industry growth that may be outpacing expectations. These two companies, which together comprise more than a third of the ortho market, reported 7%... more
Over the weekend, Slate.com posted a report on some of the reasons why the healthcare industry may be more vulnerable to a recession now than in the past. However, the article also helped to highlight the ways in which orthopedics... more
Earnings BioMimetic Therapeutics announced 4Q:06 financial results, reporting a net loss of $5.3 million or $0.34 per share and beating analysts' estimates of a loss of $0.37 per share. This compares to a net loss of $9.2 million, or $5.82... more
We are frequently asked this question: why do orthopedic medical device companies lose money in the initial stages of their development? The short answer is that it is a deliberate decision by management teams to grow their companies' revenues. The... more
Final results for the 26 publicly-traded orthopedic companies* in 1Q:06 showed that orthopedic sales for first quarter increased by 9.2%, as reported. Now that Medtronic has reported its spine revenues, total aggregated sales for those 26 companies came in at... more
The U.S. International Trade Commission (ITC) issued a press release yesterday announcing the launch of a fact-finding investigation into conditions affecting U.S. trade of medical devices and equipment in principal foreign markets, particularly the Japanese market. The House Ways and... more
At AAOS last week, representatives of Exponent Inc., an engineering and scientific consulting firm, presented a study forecasting growth in the orthopedic market. Whereas our market forecast focused on revenue over the next few years, this study looks at unit... more
HealthpointCapital, LLC research has initiated a new program of making our market forecasts of the several orthopedic medical device segments available to our subscribers. This article, the first of a series, summarizes our spine market forecast which comes from our... more
With DePuy, Stryker and Biomet reporting during the last three weeks, this is a good time to identify specific topics imperative to the remainder of the sector's earnings releases over the next several weeks. Large Joint Companies Earnings 2Q:04 Reports... more
For the past three weeks the HealthpointCapital research staff has been preparing a detailed outlook for the Orthopedic Industry with special emphasis on Large Joint Reconstruction, Spinal Implants, Sports Medicine (including bracing) and Biologics. The result is our outlook for... more
What makes the Orthopedic Industry's current renaissance so interesting is not only how unexpected it is, but how unexpectedly broad and deep it is. Unlike the cardiovascular industry, which is riding the drug coated stent phenomenon, orthopedic revenues are bubbling... more
Last week we published our sales and earnings forecast as well as an analysis of future prospects for two companies, Exactech and Regeneration Technologies. We've posted the summary of our analysis for each company on First Call (the Thompson Financial... more
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