AcquisitionsThe NeoOrtho acquisition makes sense as many markets struggle with care affordability, offering a way to differentiate the premium Swiss brand while gaining access to volume and scale that large tenders offer.
Growth ExpectationsFY25 guide looks achievable with a 13%-15% organic Sales growth outlook and a more robust EBITDA range in the high-teens guided for FY25.
Product StrategyMore focus on Upper Extremities going forward, where the portfolio is complete, and the Keri Touch thumb device can generate pull-through, is seen as the right approach.