Walden Group Healthcare M&A Blog

  • The Restart of Medicare Orthotics & Prosthetics Competitive Bidding Program Adds Margin Pressure on O&P Players

    After a pause, The Centers for Medicare & Medicaid Services (CMS) announced plans to reinstate the Competitive Bidding Program for Medicare Durable Medical Equipment, Prosthetics, Orthotics, and Supplies.  “Round 2021” competition will cover a total of 130 competitive bidding areas and add new product categories: off-the-shelf (OTS) back...
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  • The Coming of Age of Gene Therapy

    In vivo gene therapy, the process of delivering genetic material into the body to cure disease, is a challenging area but has the potential to cure millions suffering from genetic conditions such as cystic fibrosis or muscular dystrophy. With a $40b plus market, gene therapy has the potential to be non-pathogenic to humans and prevent DNA damage...
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  • In 2019 M&A Has Continued to Play a Critical Role in Growth Strategies

    • Boston Scientific acquired London-based BTG plc (maker of products used in minimally-invasive procedures targeting cancer and vascular diseases, as well as specialty pharmaceuticals) for $4b. • 3M closed its $6.7b deal of Acelity, a developer of wound care and specialty surgical management products, in October 2019. • J&J’s Ethicon...
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  • Robotics Remain an Active M&A Area

    Earlier in 2019, Johnson & Johnson paid $3.4b (plus up to an additional $2.35b) for Auris Health, Inc., a maker of endoscopic robotic technologies. The Auris platform complements robotics currently in development for general surgery by Verb Surgical, a startup founded by J&J and Verily Life Sciences (an Alphabet unit), and for orthopedics...
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  • FDA Grants Breakthrough Device Designation to Medtronic’s Minimally Invasive Valiant TAAA Stent Graft System

    The new Valiant TAAA Stent Graft System is designed to repair a thoracoabdominal aortic aneurysm (TAAA). A TAAA causes swelling of the aorta, which extends from the chest into the abdomen. Commonly, TAAA affects the branch arteries supplying blood to various internal organs. The condition accounts for approximately 15% of all thoracic aneurysms....
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