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In this episode, host Tiger Buford leads an open discussion among orthopedic industry experts, entrepreneurs, and investors. 1. Emerging Orthopedic Technologies Capitan & Genesis Innovation Group: Chance Eric discussed Capitan, a subsidiary of Genesis focused on irreparable rotator cuff tears. The technology aims to resurface the humeral head to maintain joint alignment without requiring complex biology or anchors that might fail [04:22]. Diamondron Spine Technology: Mention was made of a diamond-based ceramic for the spine that reportedly has zero wear, currently undergoing FDA IDE (Investigational Device Exemption) studies [00:26]. InSpace Balloon Discussion: The panel critiqued the InSpace balloon, noting its challenges with anchoring and the lack of U.S. clinical data prior to its acquisition by Stryker [06:51]. Nanochon: The group expressed optimism for Nanochon, which utilizes 3D-printed implants for cartilage defects in the knee, potentially delaying total hip or knee replacements [55:11]. 2. Fundraising and Market Sentiment Investment Environment: Colleen Gray noted that M&A (Mergers and Acquisitions) activity has increased over the last 6–8 months, improving investor optimism. There is a sense that capital that was "sitting on the sidelines" in early 2025 is beginning to move [19:05]. IPO Market: The panel observed that the IPO market is "more open than it’s been recently," providing an alternative exit strategy for companies that aren't acquired [21:02]. Revenue Requirements for Acquisition: There was a discussion regarding "revenue creeping up" as a requirement for acquisition by major companies, with some suggestings that firms now look for $20 million to $40 million in revenue to prove market acceptance before buying [21:32]. 3. Major Industry Mergers & Business Failures Arthrex Acquisition of Corin: A major point of discussion was the rumored (and reportedly closed) acquisition of Corin by Arthrex for approximately $330 million [32:48]. Management Critiques: The panel discussed how Corin—a company with high-quality implants—suffered due to poor management decisions and a lack of investment in U.S.-based engineering [31:33]. Culture Clash: Panelists expressed skepticism about merging Sports Medicine (Arthrex's strength) with Total Joints (Corin's focus), noting that the sales cultures and customer bases are significantly different [37:39]. Historical Context: The group reminisced about Hand Innovations (founded by Jorge Orbay) and its acquisition by DePuy, highlighting how Orbay’s rapid iteration and investment in surgical trays set a gold standard for innovation [59:16]. 4. Business Strategy for Startups ASC Readiness: Experts emphasized that new orthopedic technologies must be "ASC-ready"—meaning they should feature sterile-packed instruments and implants to reduce the sterilization burden on Surgery Centers [15:10]. The "Two-Raise" Model: Chance Eric shared a strategy of aiming for only two major funding rounds—one for initial clinical data (registry of the first 100-150 patients) and a second for full-scale commercialization [27:01].