Which orthopaedic companies and technologies will stand at the forefront of innovation in 2025? This Keynote Panel sets out to answer this question, and in so doing, will discuss current and future market forces and the ways that companies should respond, finishing with predictions for 2025. The panel comprises executives with diverse experience working at the industry’s largest orthopaedic companies down to its startups. These are the people tracking the strategic activity of public companies and investing, negotiating and completing due diligence on innovative, industry-leading, profitable companies globally.

2. The Ortho Market
Reflecting Back & Looking Ahead
2011-2025
June 14, 2017
Chicago, IL

3. 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

4. 1. Market Overview
Source: ORTHOWORLD estimates, 2017
Product Segment Performance: 2016 vs. 2015 ($Millions)

5. 1. Market Overview (cont.)
Source: ORTHOWORLD estimates, 2017

6. 1. Market Overview (cont.)
Orthopaedic Product Sales Projections: 2017 to 2021 ($Millions)
Orthopaedic Product Sales Trajectory 2015 to 2021 Projected ($Millions)

7. 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

8. 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

9. 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

10. 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

11. 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

12. For more information, contact:
Don Urbanowicz
Urbanowicz Consulting, LLC
durbanowicz@du-llc.com
973.216.5292
www.urbanowiczconsulting.com
Thank You!