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Where will domestic surgical robots go? Industry investors talk about technology, patents, clinical value and commercialization trends
Release time:
2022-03-02
According to public information, orthopedic giants such as Medtronic, Johnson & Johnson, and Stryker have all acquired technology sources through the acquisition of orthopedic surgical robot companies to complete the industrial layout of orthopedic surgical robots.
Among them, Stryker's achievements are the most outstanding. In 2013, Stryker acquired MakoSurgical for $1.6 billion. On May 5, 2021, Don Payerle, President of Stryker Joint Replacement, announced that the number of robotic surgeries performed using Mako exceeded 500,000.
Yang Zhenjun said, "Overseas we have seen that several major orthopedic companies have acquired robotics companies, ranging from hundreds of millions to billions of dollars. This is based on these large consumables companies, which have been formed at the global level. Relatively large and stable market share.”
"In China, orthopedic consumables companies have not formed a relative monopoly. For example, the highest share in the joint field may be more than ten percent of the market share. Therefore, according to our understanding, surgical robot companies have the opportunity to go in the opposite direction. Acquire a consumables company.”
In addition, Yang Zhenjun believes that the commercialization trend of domestic surgical robots in the future is to create a closed loop around "equipment + consumables + service", and the internal closed platform will reach the incremental ceiling. In the era of human-computer interaction, surgical robots take platformization as the general trend, focusing on intelligence, consumables, core components and other directions.
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