Large Joint Reconstruction
Scott Ellison, Senior Analyst, Large Joint Reconstruction P.O. Box 1765 |
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Large Joint Market Landscape
Large Joint Recon Industry Revenue Overview
Source: Company Reports
Source: Company Reports
Source: Company Reports
Revenue Estimates by Company (in millions)
| 1Q10 A | 2Q10 E | 3Q10 E | 4Q10 E | 2010 E | 2011 E | 2012 E | ||
| Hip Revenue | Biomet | $ 143.2 | $ 148.7 | $ 153.8 | $ 148.2 | $ 593.9 | $ 602.2 | $ 630.9 |
| DePuy | $ 299.0 | $ 291.5 | $ 301.9 | $ 332.5 | $ 1,225.0 | $ 1,298.5 | $ 1,363.4 | |
| Exactech | $ 6.6 | $ 7.3 | $ 6.6 | $ 7.0 | $ 29.3 | $ 30.2 | $ 31.7 | |
| Smith & Nephew | $ 183.7 | $ 167.4 | $ 158.0 | $ 183.5 | $ 692.6 | $ 716.9 | $ 745.5 | |
| Stryker | $ 290.7 | $ 285.2 | $ 286.1 | $ 326.4 | $ 1,188.4 | $ 1,277.5 | $ 1,354.2 | |
| Wright | $ 46.3 | $ 44.2 | $ 40.0 | $ 46.3 | $ 176.7 | $ 185.1 | $ 197.1 | |
| Zimmer | $ 316.0 | $ 317.2 | $ 287.0 | $ 342.0 | $ 1,262.2 | $ 1,293.8 | $ 1,332.6 | |
| Total | $ 1,285.5 | $ 1,261.6 | $ 1,233.4 | $ 1,385.9 | $ 5,168.1 | $ 5,404.2 | $ 5,655.4 | |
| 1Q10 E | 2Q10 E | 3Q10 E | 4Q10 E | 2010 E | 2011 E | 2012 E | ||
| Knee Revenue | Biomet | $ 199.4 | $ 209.1 | $ 226.0 | $ 223.1 | $ 857.6 | $ 882.7 | $ 978.2 |
| DePuy | $ 356.0 | $ 376.3 | $ 354.3 | $ 392.1 | $ 1,478.7 | $ 1,604.4 | $ 1,716.7 | |
| Exactech | $ 20.9 | $ 19.4 | $ 15.6 | $ 21.9 | $ 77.8 | $ 82.1 | $ 87.7 | |
| Smith & Nephew | $ 210.0 | $ 194.7 | $ 186.6 | $ 211.5 | $ 802.7 | $ 850.9 | $ 918.9 | |
| Stryker | $ 344.0 | $ 306.9 | $ 311.1 | $ 361.7 | $ 1,323.6 | $ 1,436.1 | $ 1,543.8 | |
| Wright | $ 32.4 | $ 31.8 | $ 29.5 | $ 35.1 | $ 128.9 | $ 136.3 | $ 145.8 | |
| Zimmer | $ 461.0 | $ 453.0 | $ 403.0 | $ 474.0 | $ 1,791.0 | $ 1,844.7 | $ 1,946.2 | |
| Total | $ 1,623.7 | $ 1,591.1 | $ 1,526.2 | $ 1,719.3 | $ 5,602.7 | $ 5,954.5 | $ 6,359.1 |
* adjusted to match fiscal year of Jan 1 to Dec 31
Source: Company Reports and PearlDiver Research
Payment Distribution
Most Common Large Joint Procedures
Source: PearlDiver Patient Records Database and Center for Disease Control
Source: PearlDiver Patient Records Database
Most Common Large Joint Disorders
Disorders of the Knee |
|
ICD-9 Code |
% |
Pain in Joint |
719.46 |
11.5% |
|
Tear of Medial Cartilage or Meniscus of Knee |
836.0 |
9.7% |
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Sprain and Strain of Unspecified Site |
844.9 |
9.1% |
|
Primary Localized Osteoarthrosis |
715.16 |
8.1% |
|
Effusion of Lower Leg Joint |
719.06 |
7.9% |
|
Chondromalacia of Patella |
717.7 |
4.9% |
|
Unspecified Internal Derangement of Knee |
717.9 |
4.7% |
|
Tear of Lateral Cartilage or Meniscus |
836.1 |
4.1% |
|
Localized Osteoarthrosis Primary or Secondary |
715.36 |
3.3% |
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Sprain and Strain of Cruciate Ligament |
844.2 |
3.1% |
|
Other |
|
|
33.6% |
Source: PearlDiver Patient Records Database
Disorders of the Hip |
|
ICD-9 Code |
% |
Pain in Joint |
719.45 |
28.0% |
|
Primary Localized Osteoarthrosis |
715.15 |
14.8% |
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Closed Dislocation, Sacrum |
839.42 |
11.7% |
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Localized Osteoarthrosis, Unsp. Primary or Secondary |
715.35 |
7.6% |
|
Other Congenital Deformity of Hip (Joint) |
755.63 |
5.4% |
|
Osteoarthrosis, Unsp. generalized or localized |
715.95 |
4.7% |
|
Effusion of Pelvic Joint |
719.05 |
2.8% |
|
Aseptic Necrosis of Head and Neck of Femur |
733.42 |
2.6% |
|
Sprain and Strain of Unsp. Site of Hip and Thigh |
843.9 |
2.3% |
|
Congenital Dislocation of Hip, unilateral |
754.30 |
1.5% |
|
Other |
|
|
18.6% |
Source: PearlDiver Patient Records Database
U.S. Osteoarthritis Population
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