Integra LifeSciences is undergoing a deliberate transition period, shifting towards predictable execution with product relaunches and a more resilient supply chain. The company’s two-horizon plan aims to improve service levels, meet demand, and drive profitability. Recent launches like PriMatrix and Durepair show promising early traction, with PriMatrix sales rising over 80%.

Integra is focusing on faster growth through clinical evidence generation and new indications for tissue technologies in neurosurgery and ENT. The company is prioritizing growth and higher-margin areas to make initiatives more repeatable and scalable. A new manufacturing facility in Braintree, Massachusetts, is expected to enhance supply resilience for tissue-based wound and reconstruction products.

Tissue technologies, including tissue-engineered skin substitutes (TESS), are a significant part of Integra’s revenue mix. The TESS market is projected to grow from $2.6b in 2025 to $3.9b by 2030. With Allergan leading the market share, Integra aims to sustain manufacturing stability and build clinical evidence to capture the growing demand.

Integra highlighted reimbursement changes for skin substitutes by CMS, making products economically attractive. In the ENT segment, Acclarent’s performance post-acquisition met expectations, while balloon sinuplasty faced reimbursement challenges. Integra’s focus on consistent product supply, successful relaunches, and clinical relevance drives growth in wound categories.

Integra’s goal for 2026 is modest growth, aligning with served markets. Consistent product supply, clean execution on relaunches, and sustained clinical and economic relevance in wound categories are key levers for growth. The company is working towards earning the right to grow again by focusing on these fundamentals.

Read more at Yahoo Finance: Integra resets by fixing supply and riding reimbursement tailwinds