Carlsmed's Customized Spine Implants Receive Major Reimbursement Benefit
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 18 2025
0mins
Source: Benzinga
Company Overview: Carlsmed Inc. is an AI-driven company specializing in spine surgery, recently gaining additional Medicare reimbursement for its aprevo personalized implants for cervical fusion procedures.
Financial Outlook: The new reimbursement allows for an extra $21,125 per qualifying inpatient procedure, improving Carlsmed's financial prospects and supporting its anticipated U.S. commercial launch in 2026.
Analyst Projections: Bank of America Securities has initiated coverage with a Buy rating and a price forecast of $16, highlighting Carlsmed's potential for high revenue growth and strong gross margins through its innovative technology.
Market Potential: Despite competition from major players in the spine market, Carlsmed is expected to capture significant market share, with projected revenues of $133 million by 2028, representing about 1% of the total U.S. spine market.
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Analyst Views on JNJ
Wall Street analysts forecast JNJ stock price to fall
20 Analyst Rating
13 Buy
7 Hold
0 Sell
Moderate Buy
Current: 246.910
Low
190.00
Averages
218.50
High
240.00
Current: 246.910
Low
190.00
Averages
218.50
High
240.00
About JNJ
Johnson & Johnson and its subsidiaries are engaged in the research and development, manufacture, and sale of a range of products in the healthcare field. The Company’s segments include Innovative Medicine and MedTech. The Innovative Medicine segment is focused on various therapeutic areas, including immunology, infectious diseases, neuroscience, oncology, pulmonary hypertension, cardiovascular and metabolism. Its products include REMICADE (infliximab), SIMPONI (golimumab), SIMPONI ARIA (golimumab), STELARA (ustekinumab), TREMFYA (guselkumab), EDURANT (rilpivirine), and INVEGA SUSTENNA/XEPLION (paliperidone palmitate). The MedTech segment includes a portfolio of products used in cardiovascular, orthopedics, surgery, and vision categories. The Cardiovascular portfolio includes electrophysiology products to treat heart rhythm disorders and circulatory restoration products (Shockwave) for the treatment of calcified coronary artery disease (CAD) and peripheral artery disease (PAD).
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.
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See More
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- Good Tolerability: The safety profile of RYBREVANTFASPRO™ was consistent with the individual agents, with no new safety signals identified, and common adverse events like rash occurred in 49% of patients, indicating a high level of acceptability for clinical use.
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