Move over Gynecare!
GE watch your back.
There's a new player in the women's health ob/gyn space and they are definitely kicking butt and taking names!
It had become obvious in the past several years that Cytyc had fixed its sights on the women's health market not just the diagnostic end of it either. Last month they snapped up Adeza. But with the merger/acquisition today of Hologic and Cytyc the J&J, Ethicon, Gynecare, franchise and GE as the "Big Kids" on the Women's Health medical device block is definitely being challenged.
Cytyc has been acquiring companies at a fast clip over the past 4 years, but I don't know anyone who saw this one coming. (Maybe I just don't know the right people!)
What will it mean for the industry and profession? Overall it portends well I think. In the past several years there has been a lot of inertia in the marketplace about being a women's health company. Several big pharmas left the space or merged...it just seemed like no one was interested in the women's health market and it was hitting a glass ceiling with dollars going to chase cardiology, dermatology, and diabetes. All "chick" diseases too buy not classified as women's health by most players. That however seems to be shifting too.
Women's Health is sexy once again (pun intended) and companies are trying to put together mega franchises. It should make for some great competitive action in the space. Certainly some excellentmoney to be made betting on the right ponies, and who better to know which ones they are then the Ob/Gyn's themselves.
It is going to put a lot of squeeze on the little companies but thats the game. It will IMHO not stop here. There are a lot of things going on in the hysterectomy and alternative space that bears watching. Too many companies with too similar products riper for a round-up. Robotics and non invasives coming into the field.
Cosmetic gynecology is hot too, as is all things related to us aging baby boomer girls with lots of disposable income and a desire to spend it on quality of life if we are indeed to live so long. As Cindy Lauper sang, "Girls Just Want To Have Fun". Which brings me to the next big thing...Female Sexual Dysfunction...everyone is working on it, thinking about it, has plans...that could be the next Holy Grail for Ob/Gyn if it can be done which causes much debate. Stay tuned.
We all used to think the medical device industry was represented by the mighty bastion of Gynecare right here in New Brunswick, NJ. ,coincidentally, where I chose to relocate OBGYN.net to 2 years ago.
But my old home state, my birthright, Massachusetts, is starting to look better all the time. Maybe its time to go North again, where the real action seems to be coalescing around Women's Health these days in the quaint towns an d suburbs of Boston. To "pak the ka in havad yad' once again. I am always so happy to visit. I went West to find my dreams fifteen years ago, but they seem to be bringing me right back to my own back yad (sic), just like Dorothy in The Wizard of Oz.
Anyone care to take some guesses on who will be the next big acquisition by this Hologic/Cytyc powerhouse?
Comments welcome!
Best,
Roberta
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