Acquisition StrategyThe 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.
Market AdaptationInvestors will have had a favorable impression on what is happening at Medartis, with most questions focused on adapting to local markets and how the 'new' Medartis will be different from the 'old' Medartis.
Product LaunchThere is an expectation that the TOUCH prothesis product launch will contribute to growth in 2025, based on positive surgeon feedback.
Strategic FocusMore 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.