I have experience supporting the preoperative planning software business in the orthopedic field in the Japanese market. Companies like Medtronic and Zimmer Biomet are trying to leverage digital technology, but I see many new entrants unable to do business in terms of FDA and PMDA certification and access to KOL. I don’t know who will be the key player, but I personally think that the medical device industry will become like the pharmaceutical industry, which is likely to move from a vertically integrated model to a horizontal international specialization. e.g.Spin-out of manufacturing department and appearance of CDMO.
