Dafinchi AI

Zimmer Biomet Holdings, Inc.

ZBH

Healthcare

1w

Monogram Technologies Acquisition and Autonomous Robotics Innovation

Zimmer Biomet announced the acquisition of Monogram Technologies on July 14, which is behind the mBôs robot with semi and fully autonomous AI-driven capabilities.
Monogram's robot became the first in the world to complete a fully autonomous surgery using its implants, highlighting its disruptive potential.
The acquisition aims to complement Zimmer Biomet's existing robotic solutions like ROSA and to position the company as a leader in autonomous orthopedic surgery.
Management emphasized the strategic importance of autonomous robotics, with plans to launch semi-autonomous systems in early 2027 and fully autonomous systems by late 2027 or early 2028.
The technology features AI, machine learning, markerless tracking, and remote surgery capabilities, which are expected to significantly improve precision, reduce surgeon fatigue, and enhance scalability.

PROCEPT BioRobotics Corporation

PRCT

Healthcare

1w

Progress and Impact of the HYDROS Next-Generation Robotic Platform Launch

The launch of HYDROS, PROCEPT's next-generation robotic platform, is seen as a foundation for ongoing innovation and growth.
Initial installations of HYDROS began in the first quarter of 2025, with a ramp-up expected to continue through the year.
Customer reception has been positive, with accounts launching with multiple surgeons and patients per day, indicating strong early engagement.
Utilization metrics are still early, but anecdotal feedback highlights features like simpler setup and AI assistance as key value propositions.
The company expects the full ramp-up and more detailed insights into system utilization by the end of 2025.

PROCEPT BioRobotics Corporation

PRCT

Healthcare

1w

Financial Performance Summary

48 new HYDROS robotic systems were sold in Q2, with system revenue up 24% to $22.1 million.
Cash and equivalents stood at approximately $306 million as of June 30, 2025.
Gross margin expanded by 640 basis points to 65.4%, driven by operational efficiencies and higher average selling prices.
International revenue grew 69% to $9.6 million, driven by strong sales in the UK, Japan, and Korea.
Net loss improved to $19.6 million from $25.6 million, and adjusted EBITDA loss narrowed to $8 million from $18 million.
Operating expenses increased to $74 million from $58.3 million year-over-year.
Total revenue for Q2 2025 was $79.2 million, a 48% increase year-over-year.
U.S. revenue grew 46% to $69.6 million, with handpiece revenue up 58% and 12,750 handpieces sold, a 59% unit growth.

Stryker Corporation

SYK

Healthcare

2w

Robotic Surgery Milestone: 2 Million Procedures with Mako

Achieved milestone of 2 million robotic procedures performed with Mako during Q2.
Best ever Q2 for Mako installations globally, with high utilization rates.
Positive surgeon feedback on new applications like revision hip.
International expansion of Mako is in early stages, with significant growth potential.

AMGN

Healthcare

1w

AI Integration in R&D and Commercial Operations

Amgen emphasizes heavy investment in AI to accelerate innovation across discovery, development, and commercial execution.
AI-enabled workflows and modernized data infrastructure are key to enhancing productivity.
The company is leveraging advanced generative AI tools to improve operational efficiency and decision-making.