Globus Medical (GMED) is a fast-growing musculoskeletal and spine surgery player built on aggressive product innovation and acquisitive expansion. In this episode we unpack its origin story—founded in 2003 by a former Synthes executive, an early lawsuit, and a string of buys that brought tech like the ExcelsiusGPS surgical robot and 3D‑printed implants into its portfolio—culminating in the transformative all‑stock merger with NuVasive. That combo gives Globus a powerful, integrated “procedure-first” position (think robots plus proprietary implants in a razor‑and‑blades model) but also creates huge execution risk: cultural integration, realizing synergies, supply‑chain and regulatory headaches, and fierce competition from Medtronic, DePuy Synthes, and Stryker. If they pull the integration off, they could be an industry powerhouse riding long‑term demand for minimally invasive musculoskeletal care—but if execution falters, the merger’s promise could quickly unravel.

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