Happening Now - Call Invite | Apr 8 @ 2:00 PM ET | How COVID-19 & Digital Health are Shaping Ortho

Overview

We're excited to host a discussion and Q&A with Dr. Sharat Kusuma, CMO & SVP at privately-held Exactech, a developer and producer of implants, instrumentation, and smart technologies for joint replacement surgery that acquired Muvr Labs in 4Q20. Hedgeye Health Care Sector Head Tom Tobin will moderate the discussion, which we expect to cover topics including how medical device companies are integrating technology and digital tools to enhance everything from implant placement to monitoring rehabilitation. Exactech’s Active Intelligence platform of technologies now includes Muvr, which according to the company is, "Designed to help surgeons engage with their joint replacement patients throughout the journey of care." We hear all about the patient journey due to our coverage of telehealth and other digital health companies (Teladoc, Amwell, and DarioHealth, to name a few), and it's becoming increasingly clear that digital tools can help doctors manage their practices and patient care more efficiently. Dr. Kusuma's experience as a busy orthopedic surgeon (hips and knees), at McKinsey, and at Apple give him a unique perspective on the space.

Discussion Topics:

1. The snapback of in-person care + something extra thesis - views from a former high-volume surgeon, the role of telehealth pre- and post-op, etc.; the recovery of orthopedic procedure volume.
2. Recent top line sales trends for ZBH, SYK, et al. - what strategies have worked and why? Have product cycles like ceramic and gender, and more recently cementless, changed because of COVID?
3. The commoditization of implants and pricing pressure, and how has the role of the ASC changed recently with policy changes, COVID, and device pricing?
4. Intraoperative surgical technology - Zimmer partnership with Canary, Stryker's acquisition of Orthosensor, J&J - Depuy Velys (can they compete w/ SYK-MAKO?), Monogram, and others. Any emerging players worth watching?
5. Data – what to do with all of it?

We look forward to discussing the above, as well as fielding any questions you may have for us or Dr. Kusuma on Thursday.

About the Speaker

Dr. Sharat Kusuma, FAAOS, MBA, is the Chief Medical Officer and a Senior Vice President and at Exactech, a global medical device company that creates and markets orthopedic implant devices and surgical instrumentation to hospitals and physicians. Prior to Exactech, he worked at Apple where he led the development of digital health product lines and partnerships between Apple and various healthcare companies. Dr. Kusuma also worked as a Senior Engagement Manager at McKinsey and Company in the healthcare provider, payor, pharma, and Medtech space. Notably, he led several engagements and large project teams at top 15 US health systems for supply chain transformations to generate >$50 million in savings. As a board certified and fellowship-trained orthopedic hip and knee surgeon*, he has been involved in and around academic orthopedic surgery for >20 years. Dr. Kusuma studied medicine and business at Vanderbilt University and completed orthopedic surgery training at the University of Pennsylvania School of Medicine, Rush University Medical Center, and Queens Medical Centre in the United Kingdom.

*Dr. Kusuma was a high-volume Attending Orthopedic Surgeon and Associate Chairman of Adult Reconstruction at OhioHealth Group from 2009-2015.

Please send us any questions for Dr. Kusuma and Tom via .

We hope you can join us! 

Thomas Tobin
Managing Director


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Justin Venneri
Director, Primary Research


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William McMahon
Analyst


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