Core Viewpoint - The recent leadership changes at Globus Medical, including the departure of CEO Daniel Scavilla and the appointment of Keith Pfeil as the new CEO, are significant for the company's future direction and performance in the spinal technology market [1][6][8]. Leadership Changes - Daniel Scavilla, with over 30 years of experience in the medical industry, has been pivotal in Globus Medical's growth since joining in 2015 and becoming CEO in 2022 [2][5]. - Scavilla will transition to Dentsply Sirona as CEO starting August 1, 2025, after serving on its board since February 2025 [4]. - Keith Pfeil, who has been with Globus since 2019 and served as CFO, will take over as President and CEO on July 18, 2025 [6][8]. Company Performance - Globus Medical reported preliminary sales of $745.3 million for Q2 2025, marking an 18.4% year-over-year increase, surpassing Wall Street expectations [8]. - The company reaffirmed its 2025 sales forecast, projecting annual sales between $2.8 billion and $2.9 billion, with adjusted earnings per share expected between $3.00 and $3.30 [8]. Market Position and Strategy - Under Scavilla's leadership, Globus Medical acquired NuVasive for $3 billion, positioning itself as the second-largest spinal technology company globally [5]. - The company is transitioning from a traditional implant supplier to a comprehensive musculoskeletal technology solutions provider [5]. - Pfeil's leadership is expected to align with Globus's strategic goals of becoming a leading global musculoskeletal technology company [8]. Analyst Insights - Analysts have expressed concerns about potential structural issues within Globus's core business, despite the positive preliminary sales results [9]. - The spinal business showed a 7.4% year-over-year growth in Q2 2025, indicating a recovery trend post-NuVasive merger [9].

报名：首届全球心血管大会 | 最新议程 合作伙伴征集：2025全球手术机器人大会 2025年5月8日，全球骨科领先企业Globus Medical（纽约证券交易所代码：GMED）公布了其截至2025年3月31日季度的财务业绩，第一季度全 球净销售额为 5.981亿美元（约合 43亿人民币） ，同比下降1.4%。 # 财报数据 公司总裁兼首席执行官 Dan Scavilla 表示， "第一季度的业绩受到多重因素的影响，包括 技术交易关闭放缓、供应链中断，以及国际经销商订单波动 。然 而，核心美国脊柱业务表现出色，部分抵消了这些不利因素。我们将继续加大投资力度，致力于提供创新且临床先进的产品和解决方案。" 首席运营官兼首席财务官 Keith Pfeil 表示， "本季度公司 成功恢复了无债务状态，偿还了因收购NuVasive而承担的剩余4.5亿美元债务。 同时，第一季度 自由现金流创下纪录。在扩大内部制造规模的过程中，我们继续 在机器、设备和器械套装方面进行投资 。" # 211亿大手笔收购的背后 2023年2月，Globus Medical与NuVasive宣布，以31亿美元（约合人民币211亿元）达成最终收购 ...