keynote: 2025's orthopaedic leaders - omtec 2017
TRANSCRIPT
The Ortho Market Reflecting Back & Looking Ahead
2011-2025 June 14, 2017
Chicago, IL
Agenda 1. Market Overviews 2. Buzz at OMTEC 2011 3. Fast Forward to 2016 4. Buzz Prior to OMTEC 2017 5. Companies to Watch 6. Panel Discussion
1. Market Overview
Source: ORTHOWORLD estimates, 2017
Product Segment Performance: 2016 vs. 2015 ($Millions)
1. Market Overview (cont.)
Source: ORTHOWORLD estimates, 2017
1. Market Overview (cont.)
Orthopaedic Product Sales Projections: 2017 to 2021 ($Millions)
Orthopaedic Product Sales Trajectory 2015 to 2021 Projected ($Millions)
2. Buzz at OMTEC 2011… Healthcare Reform Slowdown in procedural volumes Uncertainties and delays at FDA Evolving hospital/surgeon/OEM relationship Looming 2.3% excise tax Reimbursement pressures Consolidation Mood: Somber
3. Fast Forward to 2016 ACA became law...with implications Procedural volumes , prices More predictable FDA Surgeon employees the norm Commoditization Device tax off-the-table More restrictive payer policies Mega-Deals Mood: Upbeat
4. Buzz Prior to OMTEC 2017 a) Value Based Healthcare b) Shift to Outpatient/ASC Settings c) Shifting Technological Emphasis d) Predictive Analytics e) 3D Printing
5. Potential “New” Companies To Watch Cardinal: Service experts seeking ortho
presence with lower-cost devices
Kaiser: Fully integrated system
Aetna: Lots of real-time data to quickly change delivery of care
Google, Apple: Ambition dependent
Philips, Samsung, IBM Watson: Partnership dependent
Panel Discussion
Scott Bruder
Founder and CEO
Bruder Consulting And Venture Group
Kyle Rose
Principal
Medical Technologies, Canaccord Genuity
Eric Lohrer
Partner
Loreda Holding
Don Urbanowicz
Principal
Urbanowicz Consulting, LLC
For more information, contact: Don Urbanowicz
Urbanowicz Consulting, LLC [email protected]
973.216.5292 www.urbanowiczconsulting.com
Thank You!