BDX Faces Monopoly Allegations in U.S. Hernia Mesh Market, Impacting Patient Choices
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 23 2025
0mins
Source: Benzinga
- Monopoly Allegations: TELA Bio's lawsuit claims that Becton Dickinson controls approximately 65% of the U.S. permanent hernia mesh market and 77% of the resorbable mesh market, leveraging its dominance to raise costs for hospitals and limit patient choices.
- Restrictive Contracts: The complaint alleges that Becton Dickinson used overlapping, multi-year contracts with hospitals and purchasing organizations to restrict access to OviTex, resulting in TELA Bio's marginal market share despite physician preference for its product.
- Patient Impact: The lawsuit highlights a case where a surgeon was denied approval to use OviTex due to Becton Dickinson's contracts, leading to a patient's worsening condition and eventual death during surgery, illustrating the direct harm caused by these practices.
- Legal Consequences: TELA Bio seeks damages and injunctive relief to restore competition and expand choices for patients and providers, while Becton Dickinson faces over 30,000 related lawsuits, indicating escalating legal risks for the company.
Analyst Views on BDX
Wall Street analysts forecast BDX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BDX is 202.38 USD with a low forecast of 183.00 USD and a high forecast of 220.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
3 Buy
5 Hold
0 Sell
Moderate Buy
Current: 203.400
Low
183.00
Averages
202.38
High
220.00
Current: 203.400
Low
183.00
Averages
202.38
High
220.00
About BDX
Becton, Dickinson and Company is a global medical technology company. The Company is engaged in the development, manufacture and sale of a broad range of medical supplies, devices, laboratory equipment and diagnostic products used by healthcare institutions, physicians, life science researchers, clinical laboratories, and more. Its BD Medical segment produces an array of medical technologies and devices that are used to help improve healthcare delivery in a range of settings. The BD Medical segment consists of various business units, including medication delivery solutions, medication management solutions, advanced monitoring, and pharmaceutical systems. Its BD Life Sciences segment provides products for the collection and transport of diagnostics specimens, and instruments and reagent systems to detect a range of infectious diseases, healthcare-associated infections and cancers. Its BD Interventional segment provides vascular, urology, oncology and surgical specialty products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
