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Spine Industry Roundup

The month's headline news from the spine companies — acquisitions, approvals, leadership changes and results — each in two sentences with a link to the original report.

Checked 6 November 2026. A green chip means the story is confirmed by the company or a regulator; amber means it rests on press reports or a single source and still needs confirming. We summarise in our own words and link to Becker's Spine Review, Orthopedics This Week, The Spine Market Group and others for the full story.

Listings are a selection made at NSpine's editorial discretion and are not exhaustive. Inclusion is not an endorsement, and omission implies nothing.

Safety: medicines and gene therapy (1)

Company and regulator reports on medicine safety relevant to spine patients. Full entry on Regulatory Watch.

6 Nov 2026SafetyUSFDA safety communicationGene therapy

FDA investigates tumours after Zolgensma gene therapy for SMA

The FDA is investigating postmarketing reports of tumours in children treated with Zolgensma. Some reports show tumours caused by the product itself: the gene therapy's vector DNA had inserted next to or inside the cancer gene GLI1. Reported tumours involved the brain, spinal cord and nerves, the spinal and paraspinal regions, and the kidney. The FDA says the benefits still outweigh the risks for approved uses, and that treated patients and trial participants should be monitored for tumour formation.

Details
Company
Novartis Gene Therapies
Product
Zolgensma (intravenous) and Itvisma (intrathecal), onasemnogene abeparvovec, AAV9 gene therapy for spinal muscular atrophy
FDA (6 Nov 2026)
Three cases involved GLI1-associated tumours. In two, the tumour tissue contained Zolgensma vector DNA integrated into the patient's genome, upstream of or within GLI1. In the third, the mechanism is still under investigation. The FDA is evaluating whether regulatory action is needed and is reviewing the prescribing information (which already lists a theoretical risk of tumours from vector integration) and Novartis's long-term follow-up studies. The risk applies to Itvisma as well (same vector and construct; approved 24 Nov 2025 for patients aged 2 and over); no tumour has been reported after Itvisma so far.
Novartis (statement of 5 Nov 2026)
More than 6,000 patients have received Zolgensma since approval in 2019. Novartis has received 9 reports of tumours in treated patients. Two show evidence of vector DNA integration; both patients were treated and remain under monitoring. Novartis says it notified health authorities in each case. We found the statement through SMA Europe; we did not find it on novartis.com as of 7 Nov.
UK National MDT for Zolgensma (4 Nov 2026, via SMA UK)
Three of the nine tumours have been tested: two are linked to Zolgensma and one appears unrelated. Routine care and follow-up should stay the same, and no additional scans, tests or monitoring are needed at this time. Families with concerns should contact their neuromuscular team.
Europe and Switzerland
As of 7 Nov 2026 we found no public statement from the EMA, the MHRA or Swissmedic. SMA Europe says regulators are assessing the cases.
Earlier published case
Retson et al., Molecular Therapy 2023: a low-grade epithelioid intramedullary tumour at the conus (T12), 14 months after treatment; the authors found no evidence that vector integration caused it, but the test was limited by very little tumour DNA.
For spine teams
Reported tumours include spinal and paraspinal sites, and many treated children are seen by spine teams for scoliosis. Follow the FDA and your national guidance; report any tumour in a treated patient to Novartis Gene Therapies and to your regulator (US: 1-833-828-3947 or FDA MedWatch).

FDA safety communication, 6 Nov 2026 →
Novartis statement via SMA Europe, 5 Nov 2026 →
UK National MDT update via SMA UK, 4 Nov 2026 →
Retson et al., Mol Ther 2023 (PMID 37598295) →Sources checked

Three stories to know

Earnings

Globus cuts its 2026 sales outlook

Third-quarter sales were flat at $763.7 million and full-year guidance fell to about $3.09 billion, though robotics and navigation sales grew 24%.

Ownership

J&J orthopaedics deal talks reported off

The Financial Times says talks to merge J&J's orthopaedics business with Smith & Nephew collapsed over leadership. Neither company commented, and the future of the former DePuy Synthes business remains open.

Earnings

SI-BONE and ATEC keep growing

SI-BONE grew third-quarter revenue 14.5% and reaffirmed guidance; ATEC grew 13% but said biologics held it back.

Headlines, August to early November 2026

Company news from the last three months, grouped by type, newest first within each group.

Mergers and acquisitions(8)
3 Nov 2026Globus Medical

Globus buys cranial navigation and visualisation company Synaptive MedicalNew · week 1

M&ATrade press

Globus said it had acquired Synaptive Medical, which makes visualisation, navigation, planning and MRI technology for cranial surgery, through a court-appointed receivership process. No price was disclosed; Globus suggested the tools could be linked to its Excelsius enabling-technology platform.

28 Oct 2026Companion Spine

Companion Spine completes integration of Paradigm SpineNew · week 1

M&AVerified

Companion Spine said Paradigm Spine, bought from Xtant in December 2025, is now fully integrated, giving one business selling coflex, CoFix, DIAM and other motion-preserving implants in 36 countries. The combined company has about 82 staff, with offices in the US, France and Germany.

23 Oct 2026J&J MedTech / DePuy Synthes

Reported J&J and Smith & Nephew orthopaedics merger talks collapseNew · week 1

M&AUnconfirmed report

The Financial Times reported that talks to combine J&J's orthopaedics business (formerly DePuy Synthes) with Smith & Nephew in a deal worth about $34 billion broke down over who would lead the combined company. Both companies declined to comment, and J&J is reported to be leaning back towards a spin-off; spine was not specifically mentioned.

16 Sep 2026Globus Medical

Court filings name Globus as buyer of Synaptive Medical assets; Globus silent

M&AUnconfirmed report

SPINEMarketGroup reported that filings in Synaptive Medical's Canadian receivership name Globus Medical as purchaser, and that an Ontario court approved a related order on 10 July 2026. Globus has not commented or disclosed any terms.

11 Sep 2026J&J MedTech / DePuy Synthes

Apollo reportedly in talks to buy J&J's DePuy Synthes for about $20B

M&APartly confirmed

Bloomberg and the Wall Street Journal reported, citing unnamed sources, that Apollo Global Management was negotiating to buy all or part of DePuy Synthes for around $20 billion. J&J had announced in October 2025 that it would separate the orthopaedics business, and a sale would replace a standalone spin-off.

1 Sep 2026Enovis / eCential Robotics

Enovis makes binding EUR 155M offer for French robotics firm eCential

M&AVerified

Enovis made a binding offer to buy Grenoble-based eCential Robotics at an upfront enterprise value of EUR 155 million plus up to EUR 35 million in milestones. A definitive agreement depends on French works-council consultation, with closing targeted by end-2026 subject to approvals.

26 Aug 2026Globus Medical

Globus buys Higgs Boson Health, a Duke-born surgical patient app company

M&ATrade press

Globus acquired Higgs Boson Health, a Durham, North Carolina company whose app connects care teams with patients before and after surgery. Terms were not disclosed, and the deal brings mainly software and AI staff into Globus's surgical intelligence unit.

11 Aug 2026VB Spine

VB Spine completes purchase of Augmedics CT-Fluoro technology for xvision

M&AVerified

VB Spine closed its acquisition of exclusive spine rights to Augmedics' CT-to-fluoroscopy registration, which matches a preoperative CT with two standard C-arm images. It will be built into the xvision augmented-reality system VB Spine acquired in April 2026.

Approvals(6)
13 Oct 2026Providence Medical Technology

FDA clears 3D-printed titanium version of Providence's CORUS posterior cervical device

ApprovalTrade press

Providence Medical Technology received 510(k) clearance for the CORUS PCSS 3D-T, a 3D-printed porous titanium update of its posterior cervical stabilisation device, which keeps the same indications and technique. It is used alongside posterior cervical fusion for degenerative disease and was shown for the first time at NASS 2026.

29 Sep 2026VB Spine

FDA grants Breakthrough designation to VB Spine blood test for scoliosis progression

ApprovalVerified

The FDA gave Breakthrough Device designation to ScolimiR-3D, a blood test measuring six circulating microRNAs to estimate the risk of severe curve progression in adolescent idiopathic scoliosis. The science comes from CHU Sainte-Justine in Montreal; the test is not yet cleared or approved.

28 Sep 2026SI-BONE

SI-BONE gets FDA clearance for iFuse Granite Onyx for use beyond pelvis

ApprovalTrade press

SI-BONE received 510(k) clearance for the iFuse Granite Onyx System, its first compromised-bone product for use outside the pelvis. It targets screw loosening at the upper and lower instrumented vertebrae of fusion constructs and is the company's third platform with Breakthrough designation.

3 Sep 2026Globus Medical

Globus Excelsius3D intraoperative imaging system receives CE mark for EU and UK

ApprovalVerified

Globus said Excelsius3D, a mobile unit combining cone-beam CT, 2D fluoroscopy and digital radiography, is now CE marked for sale in the EU and UK. It can work with ExcelsiusGPS or on its own and has had US 510(k) clearance since 2021.

26 Aug 2026Spineart / eCential Robotics

FDA clears Spineart PERLA TL app for robotic use on eCential Op.n

ApprovalTrade press

The FDA granted 510(k) clearance for Spineart's PERLA TL application on eCential Robotics' Op.n platform, extending it from navigation to robotic-assisted workflows. It supports Spineart's open and MIS PERLA TL pedicle screw systems.

11 Aug 2026Spineart

FDA approves Spineart BAGUERA C cervical disc for one or two levels

ApprovalTrade press

Spineart announced FDA approval of its BAGUERA C cervical disc replacement for one and two contiguous levels, supported by two US randomised trials with almost 600 patients. More than 80,000 devices have been sold worldwide.

Products(6)
3 Nov 2026OssDsign

OssDsign offers US fusion warranty for Catalyst bone graftNew · week 1

ProductVerified

OssDsign launched a US programme that replaces product for eligible hospitals and surgery centres if an on-label fusion using Catalyst shows no bridging bone on CT at 12 months. It cites an 88.4% fusion rate in 108 patients from its PROPEL real-world registry.

29 Oct 2026Providence Medical Technology

First cases with 3D-printed CORUS posterior cervical implantNew · week 1

ProductTrade press

Surgeons in Los Angeles and Mechanicsville, Virginia performed the first procedures with the 3D-printed titanium CORUS 3D-T posterior cervical stabilisation system, cleared by the FDA in October.

27 Oct 2026Cresco Spine

Cresco Spine begins controlled US release of spring distraction system for early-onset scoliosisNew · week 1

ProductTrade press

Dutch company Cresco Spine is rolling out its Spring Distraction System, a continuous-force growing implant for early-onset scoliosis that gained FDA 510(k) clearance in January 2026, at a small number of US and Canadian children's hospitals. The first US implant was in April 2026; the device is not CE marked.

14 Oct 2026Globus Medical

Globus shows SCRIPT patient-specific implants and XLIF Prone system at NASS

ProductTrade press

Globus used NASS 2026 in San Antonio to present SCRIPT, a patient-specific implant platform whose plans can be loaded into ExcelsiusGPS or ExcelsiusHub, described by the company as FDA-cleared. It also showed an XLIF Prone package with a dedicated patient positioner and a two-blade prone lateral retractor.

14 Oct 2026Carlsmed

Carlsmed starts full US launch of aprevo bilateral posterior lumbar system

ProductTrade press

Carlsmed announced at NASS the US commercial launch of its aprevo Lumbar Bi-lateral Posterior System, which brings its AI-planned, patient-specific interbody devices to a direct posterior approach. A limited market evaluation had begun in February 2026, with the first case on 10 February.

15 Sep 2026SIGNUS

SIGNUS USA reports first US case with COSY cervicothoracic rod-screw system

ProductPartly confirmed

German company SIGNUS, through its new US subsidiary, announced the first US implantation of its COSY occipito-cervico-thoracic posterior fixation system at Berkshire Health Systems in Massachusetts. COSY can be combined with SIGNUS's DIPLOMAT thoracolumbar system.

Financial results(7)
5 Nov 2026Globus Medical

Globus third-quarter sales flat at $763.7m; 2026 revenue outlook cut to $3.09bnNew · week 1

FinancialVerified

Globus reported Q3 2026 worldwide sales of $763.7 million, down 0.7%, with US spine up about 2% and enabling technology (robotics and navigation) sales up 24% to $34.9 million. It lowered full-year revenue guidance to about $3.09 billion, from $3.18-3.22 billion.

2 Nov 2026SI-BONE

SI-BONE third-quarter revenue up 14.5% to $55.7m; guidance reaffirmedNew · week 1

FinancialVerified

SI-BONE reported Q3 2026 revenue of $55.7 million, up 14.5%, with US procedure volume up about 19.5% and positive adjusted EBITDA. It kept full-year revenue guidance of $231-233 million and noted new MS-DRGs for complex fusion with iFuse Bedrock Granite from October.

29 Oct 2026ATEC (Alphatec)

ATEC third-quarter revenue up 13% to $221m but below its own expectationsNew · week 1

FinancialVerified

ATEC reported Q3 2026 revenue of $221 million, up 13%, with surgical revenue up 14% and case volumes up about 20%; it said lower biologics attachment held revenue back. It now expects 2026 revenue of about $862 million.

15 Oct 2026Spineway

Spineway nine-month sales fall 7%; CFO Erwan Martin becomes Deputy CEO

FinancialVerified

French implant maker Spineway reported unaudited nine-month 2026 revenue of about EUR 8.0 million, down 7%, with third-quarter sales down 25% which it attributed to subcontractor supply problems. Former CFO Erwan Martin became Deputy CEO from 1 October 2026.

9 Sep 2026Medacta

Medacta H1 2026 spine sales EUR 29M, up 4.5% at constant currency

FinancialVerified

Swiss company Medacta reported first-half 2026 revenue of EUR 368 million (+9.7% at constant currency), with spine at EUR 29 million, up 4.5% at constant currency and flat in euros. It launched NextAR 2.0 spine instruments in most markets during the half.

1 Sep 2026Medtronic

Medtronic cranial and spinal sales rise 12.8% in Q1 FY27

FinancialVerified

Medtronic's Cranial & Spinal Technologies division reported Q1 FY27 revenue of USD 1.365 billion, up 12.8%, with enabling technology growing in the low 20s percent. The company raised its full-year organic growth guidance to 7.25-7.75%.

6 Aug 2026Globus Medical

Globus Q2 sales up 5.9%; US spine grows 7%, enabling tech falls

FinancialVerified

Globus reported Q2 2026 sales of USD 789.6 million (+5.9%), with US spine up 7% and international spine up 14%, while enabling technologies fell about 26%. It kept revenue guidance of USD 3.18-3.22 billion and raised its EPS outlook.

Leadership(5)
2 Nov 2026Highridge Medical

Highridge Medical names Rob Fredericks as CEONew · week 1

LeadershipTrade press

Highridge Medical, the former ZimVie spine business, appointed Rob Fredericks as chief executive, filling the post left by Rebecca Whitney in June. He has previously held senior roles at Lighteum Medical, Merit Medical and C.R. Bard, and worked in spine at Medtronic.

6 Oct 2026Stryker

Stryker names Spencer Stiles CEO from January 2027; Lobo becomes Executive Chair

LeadershipTrade press

Stryker announced that President and COO Spencer Stiles will succeed Kevin Lobo as CEO on 1 January 2027 and join the board. Lobo, CEO since 2012, will become Executive Chair.

6 Oct 2026VB Spine

VB Spine appoints ex-Zimmer Biomet finance executive Thomas Oglesby as CFO

LeadershipTrade press

VB Spine named Thomas Oglesby as Chief Financial Officer, effective 16 September according to Becker's. He previously held finance roles at Zimmer Biomet, including CFO of its Dental and Spine unit and interim head of the spine business, and earlier at Medtronic.

1 Oct 2026Carlsmed

Carlsmed adds new COO, CFO and a Chief Product and AI Officer

LeadershipTrade press

Carlsmed promoted Jeff Bertolini to COO (8 September), appointed former ZimVie and Breg CFO Richard Heppenstall as CFO (28 September, replacing Leo Greenstein) and hired Tony Jarc from Intuitive Surgical as Chief Product and AI Officer (1 October). The new AI role is newly created.

23 Sep 2026ATEC (Alphatec)

ATEC hires spine veteran Tommy Carls to lead data intelligence and EOS

LeadershipVerified

ATEC created a new EVP Data Intelligence and Strategy role for Tommy Carls, reporting to CEO Pat Miles. He will oversee EOSedge, EOS Insight and the InformatiX data strategy; he previously worked at Proprio and for over 20 years at Sofamor Danek and Medtronic.

Legal and regulatory(3)
15 Sep 2026Carlsmed / DeGen Medical

Carlsmed sues DeGen Medical over eight patient-specific implant patents

Legal/regulatoryTrade press

Carlsmed filed a patent infringement suit against DeGen Medical in federal court in South Carolina on 15 September 2026, claiming eight patents on implants, methods and systems. It is seeking damages and an injunction.

11 Sep 2026Globus Medical

Federal Circuit upholds Globus win in Moskowitz spinal implant patent case

Legal/regulatoryTrade press

In a precedential decision, the US Court of Appeals for the Federal Circuit upheld all contested rulings in Globus's favour in Moskowitz Family LLC v. Globus Medical. The case involved three patents covering spacer, screw-guide, bidirectional screw and expandable implant technology.

6 Aug 2026SpineFrontier

Former SpineFrontier CFO sentenced to prison in surgeon kickback scheme

Legal/regulatoryTrade press

The former CFO of Massachusetts implant company SpineFrontier received four months in prison, a fine and supervised release after pleading guilty to conspiracy to violate the Anti-Kickback Statute. Prosecutors said over USD 540,000 in sham consulting fees went to surgeons.

Other news(1)
15 Oct 2026Medtronic

Medtronic's Stealth AXiS robot named to TIME Best Inventions 2026 list

OtherVerified

Medtronic said TIME included its Stealth AXiS system, which combines planning, navigation and robotic execution, on its 2026 Best Inventions list. The platform is positioned for spine as well as cranial and ENT work within Medtronic's AiBLE ecosystem.

Background still worth knowing

Earlier 2025–26 stories that explain this month's news.

5 Aug 2026Orthofix

Orthofix raises 2026 guidance; M6 disc lines discontinued

FinancialVerified

Orthofix reported Q2 2026 net sales of USD 210.9 million (+3.8%) and raised full-year guidance to USD 845-855 million, citing restored Medicare payment for bone growth stimulators. The release notes the M6 product lines have been discontinued.

5 Aug 2026Carlsmed

Carlsmed Q2 revenue up 57%; new inpatient DRGs from 1 October

FinancialVerified

Carlsmed reported Q2 2026 revenue of USD 18.9 million (+57%) and raised 2026 guidance to USD 74-78 million. It said the CMS FY2027 inpatient rule added three new MS-DRGs with better payment for aprevo lumbar cases from 1 October 2026.

4 Aug 2026ATEC (Alphatec)

ATEC Q2 revenue up 15% on 20% surgical case growth

FinancialVerified

ATEC reported Q2 2026 revenue of USD 214 million (+15%), with surgical revenue up 17% on 20% higher case volume. It kept full-year revenue guidance of about USD 882 million and raised its adjusted EBITDA target.

3 Aug 2026SI-BONE

SI-BONE Q2 revenue up 15% and full-year outlook nudged higher

FinancialVerified

SI-BONE reported Q2 2026 worldwide revenue of USD 56.0 million, up 15.2%. It raised 2026 revenue guidance slightly to USD 231-233 million.

16 Jul 2026J&J MedTech / DePuy Synthes

DePuy Synthes buys Expanding Innovations and its X-PAC expandable cages

M&AVerified

DePuy Synthes acquired Expanding Innovations, maker of the X-PAC expandable TLIF and lateral cages and the X-PAC N-GAGE lumbar plate. Terms were not disclosed; next-generation cages and an ALIF line are in the pipeline.

11 Jun 2026Highridge Medical

Highridge CEO Rebecca Whitney steps down; no successor named by early July

LeadershipPartly confirmed

Rebecca Whitney said on 11 June 2026 she would leave Highridge Medical, the former ZimVie spine business owned by H.I.G. Capital, and on 1 July became CEO of dental company Young Innovations. As of 3 July no successor had been named; Eric Major remained executive chairman.

26 Apr 2026ulrich medical

ulrich medical reports 10% revenue growth in 2025, driven partly by US

FinancialTrade press

Ulm-based ulrich medical said 2025 sales grew 10%, its 16th straight year of growth, with the US a main driver. The uCentum Pro screw-rod system supported spine growth in Germany and Europe.

26 Feb 2026Highridge Medical

Highridge begins limited US launch of activL lumbar disc

ProductTrade press

Highridge Medical started a limited US launch of the activL lumbar artificial disc, licensed from B. Braun in July 2025, with first cases at several disc replacement centres. Aesculap/B. Braun originally won FDA approval for activL in 2015.

17 Feb 2026Medtronic

FDA approves Infuse bone graft for one- and two-level TLIF

ApprovalVerified

The FDA granted PMA approval on 13 February 2026 for Infuse bone graft in one- or two-level TLIF from L2 to S1, including up to grade 2 spondylolisthesis, with PEEK or titanium static or expandable cages. Approval was based on a 493-patient randomised trial versus local autograft.

13 Feb 2026Medtronic

FDA clears Medtronic Stealth AXiS combined planning, navigation and robotics platform

ApprovalTrade press

Medtronic received FDA 510(k) clearance for Stealth AXiS for spine, a modular platform combining planning, navigation and robotics, with a LiveAlign feature that tracks spinal segments in real time. Cranial and ENT clearances followed, and SPINEMarketGroup reports a CE mark in April 2026.

6 Jan 2026VB Spine / Stryker

VB Spine takes over Stryker's Cestas spine implant plant in France

M&AVerified

VB Spine completed the purchase of Stryker's spinal implant manufacturing site in Cestas, near Bordeaux. This followed VB Spine's 2025 acquisition of Stryker's spinal implants business.

15 Dec 2025Companion Spine

Companion Spine wins FDA PMA for DIAM posterior stabilisation device

ApprovalTrade press

The FDA granted premarket approval for the DIAM Spinal Stabilization System for single-level lumbar degenerative disc disease pain after six months of failed conservative care. Companion also bought Xtant's coflex assets and OUS Paradigm business, a deal finalised in March 2026.

14 Oct 2025J&J MedTech / DePuy Synthes

J&J plans to separate DePuy Synthes into standalone orthopaedics company

M&ATrade press

Johnson & Johnson said it intends to separate DePuy Synthes within 18-24 months, with Namal Nawana, former head of DePuy Synthes Spine, as worldwide president. DePuy Synthes had about USD 9.2 billion in 2024 sales.

30 Sep 2025Medtronic

Safety notice on Medtronic Catalyft PL cage for loss of height

Legal/regulatoryPartly confirmed

Colombia's regulator INVIMA published a safety report saying Medtronic had received reports of loss of lordosis or subsidence after Catalyft PL expandable interbody implantation, mostly asymptomatic radiographic findings. It asked users to contact the manufacturer for its action plan.

Before you rely on this page

  • News moves fast. Q3 results from Stryker (29 Oct) and Globus (5 Nov) fall after this issue was checked. Deals reported in the press, such as the DePuy Synthes talks, can change or collapse.
  • Ownership is not the same everywhere. Stryker's US spinal implants now belong to VB Spine, while some countries still see Stryker labelling. Check the IFU for your country.
  • Coverage is uneven. Latin America, the Middle East, Africa and makers approved only in China or Korea are still thinly covered. Tell us about companies we have missed.

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