ARTICLE SUMMARY:
The orthopedics and spine markets—and medtech in general—are thriving, But many procedures are elective and subject to vagaries of politics, the economy and consumer sentiment. In this video interview MedTech Strategist speaks with Ryan Zimmerman, senior equity analyst at BTIG, on the outlook for ortho/spine, 2025 prospects for the industry’s largest players, and what Zimmerman is hoping to learn at the AAOS 2025, which takes place March 10-14 in San Diego.
The orthopedics and spine markets-–and medtech in general--are thriving, driven by robust patient volumes, a decline in pricing pressures, and technological innovations, and healthcare systems’ sustained interest in capital equipment, particularly related to robotics. But many of its procedures are elective and subject to vagaries of the economy and consumer sentiment. MedTech Strategist Senior Writer Wendy Diller spoke with Ryan Zimmerman, managing director, senior equity analyst—medtech, at BTIG, on the outlook for ortho/spine, 2025 prospects for the industry’s largest players, and what Zimmerman is hoping to learn at the American Academy of Orthopedic Surgeons (AAOS), which takes place March 10-14 in San Diego.
