Stryker Corporation · NYSE:SYK
Stryker — Investor Day (November 2023)
16 slides from Stryker's investor day presentation, Nov 8, 2023
Slide 1: CEO and CFO outlook quotes
“We remain confident in the outlook of our business and expect to continue to deliver sales growth at the high end of MedTech, driven Kevin Lobo by our robust pipeline of innovation, developing solutions to raise Chair and CEO the standard of patient care.” “Our top-line strength starts with innovat
Slide 2: Forward-looking statements
This presentation contains information that includes or is based on forward-looking statements within the meaning of the federal securities law that are subject to various risks and uncertainties that could cause our actual results to differ materially from those expressed or implied in such stateme
Slide 3: Division president perspectives
“It’s a privilege to be part of 5 healthcare. Our depth and Through our commitment to cross-specialty surgical visualization, integrated OR design and construction, sports medicine and sustainable product and service solutions, the Endoscopy Division provides clinical differentiation and a seamless
Slide 4: Market size and CAGR by division with new product launches
The 1788 Platform features several enhancements for a broader range of clinical applications and specialties, including urology, neurology, and ear, nose and throat. In addition, 1788 can be used to visualize ICG and Cytalux. Est. market size* Est. market CAGR through ’26 1788 Camera Launched 3Q23 X
Slide 5: Andy Pierce, Group President, Medsurg & Neurotechnology
stryker Andy Pierce Group Pre:
Slide 6: Endoscopy market and key products
Launch of the 1788 Camera. Winning build contracts in Communications. Strength in the ASCs across the Sports Med portfolio. Est. market size* Est. market CAGR through ‘26 Designed for ease of use and OR safety allowing surgeons and OR staff to focus on the mechanical aspects of the Endoscopy TAM: $1
Slide 7: Medical market and key products
Launch of Xpedition powered stair chair. Multi-year momentum of ProCuity. Cross-sell opportunities and platform acceleration of Vocera. Est. market size* Est. market CAGR through ‘26 Consistent, strong growth across Sage portfolio. Medical TAM: $13B Medical CAGR (‘24- ‘26): HSD Providing life saving
Slide 8: Instruments market and key products
Continued momentum of System 9 and Neptune S. Progression of US smoke legislation. Future innovation with System 9 CD NXT. Mix benefit from product innovation. Est. market size* Est. market CAGR through ‘26 Instruments TAM: $5B Instruments CAGR (‘24- ‘26): HSD Delivering innovative products and serv
Slide 9: NeuroCranial market and key products
Market development driven by BoneMill+. Key customer conversion across CMF segments. Continued price and mix momentum. Est. market size* Est. market CAGR through ‘26 NeuroCranial TAM: $5B NeuroCranial CAGR (‘24- ‘26): MSD Overcoming obstacles begins by understanding them, through our rich history of
Slide 10: Neurovascular market and key products
Acquisition of Cerus Endovascular. Launch of the Target Tetra coil. Strong international growth opportunity. Market leader in complete stroke care. Est. market size* Est. market CAGR through ‘26 Growth in NV adjacencies. Neurovascular TAM: $4B Neurovascular CAGR (‘24 – ’26): HSD Advancing the practi
Slide 11: Spencer Stiles, Group President, Orthopaedics & Spine
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Slide 12: Joint Replacement market and key products
Accelerated utilization in robotic procedures. Continued global expansion. Strong growth in the ASC space. Market leading cementless offering in knees. Est. market size* Est. market CAGR through ‘26 Joint Replacement TAM: $15B Joint Replacement CAGR (‘24- ‘26): MSD Market-leading implants for total
Slide 13: Mako SmartRobotics statistics and utilization
Mako SmartRoboticsTM has demonstrated better patient outcomes for Partial Knee, Total Hip and Total Knee patients.1,2,3 Mako enables increased precision and accuracy to plan compared to manual surgery,4,5,6 supporting a more predictable surgical experience. Key utilization drivers: Mako 3D CT-based
Slide 14: Spine market and key products
Acceleration of enabling technology growth. Market growth driven by robotic procedures.* Share opportunity from market consolidation. Est. market size* Est. market CAGR through ‘26 Spine TAM: $13B Spine CAGR (‘24- ‘26): LSD A broad portfolio of spine procedural solutions enhanced by guidance and ima
Slide 15: Trauma & Extremities market and key products
Momentum of UE and F&A in the U.S. Strong growth in F&A driven by total ankle replacement. Steady cadence of innovation continues to drive above market growth. Est. market size* Est. market CAGR through ‘26 Salesforce specialization. T&E TAM: $11B T&E CAGR (‘24 – ’26): MSD Core Trauma: $5B Core Trau
Slide 16: References
1. Kayani B, Konan S, Tahmassebi J, Pietrzak JRT, Haddad FS. Robotic-arm assisted total knee arthroplasty is associated with improved early functional recovery and reduced time to hospital discharge compared with conventional jig-based total knee arthroplasty: a prospective cohort study. Bone Joint