- The company is gaining share in its mainstay market of spinal implants.
- But its new spinal robotic navigation platform, the ExcelsiusGPS, seems to be off to a flying start and could drive sales from multiple angles.
- Shares have already priced this to a considerable degree as they trade on rather high multiples. We will only buy if they correct a bit.
Source: Globus Medical Is Gaining Share In Its Mainstay Market – Globus Medical (NYSE:GMED) | Seeking Alpha