强生继续加码手术机器人赛道

RoboticTech01-13

近日，瑞士手术机器人公司Distalmotion宣布获得医疗巨头强生公司旗下风险投资机构--强生创新投资公司（JJDC）的战略投资。此轮融资旨在加速其核心产品DEXTER®手术机器人系统在美国日间手术中心（ASCs）市场的布局与拓展，标志着大型医疗产业资本正积极押注快速增长的院外手术机器人赛道。紧接大额融资，资本持续加码此项战略投资并非孤立事件。就在2025年，Distalmotion刚刚成功完成...

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Capital领投的1.5亿美元G轮融资。在不到一年时间内接连获得顶级医疗投资基金和产业资本的重磅加持，充分显示了市场对其商业模式与产品方向的高度认可。Distalmotion明确将自身定位为“为日间手术中心而生的机器人平台”，精准切入当前美国医疗体系中最具活力的细分市场。洞察市场变迁，精准定位需求日间手术中心已成为美国外科护理领域增长最快的场所。这一趋势由两大核心动力驱动：一是患者对ASC便捷、高效、高品质服务的偏好；二是医疗支付方为控制成本，出台政策鼓励将更多手术从传统医院向更具成本效益的ASC转移。在此背景下，引入先进的软组织手术机器人，已成为众多ASC提升竞争力、吸引顶尖外科医生、满足患者对微创手术一致性质需求的关键策略。专为ASC设计：DEXTER的差异化优势DEXTER系统从设计之初便深刻植根于门诊环境的需求。与传统大型手术机器人系统相比，其差异化优势显著：灵活高效：拥有小巧、可移动的物理足迹，能快速适应ASCs紧凑、多用途的手术室环境，优化周转效率。开放兼容：采用开放架构，可与ASCs现有的可视化系统及各类微创手术器械无缝集成，保护机构既往投资，降低采纳门槛。直觉操作：专注于腹股沟疝修补、胆囊切除、良性子宫切除等ASCs最常开展的前五大手术类别，其设计旨在让外科医生快速上手，实现稳定、精准的操作。目前，DEXTER在美国已获准用于上述三项手术，其对应的年手术量合计超过250万例，市场基础庞大。产业视角认可，预示市场细分对于此次合作，Distalmotion首席执行官Greg Roche表示：“这项投资是美国医疗场景从医院向外部持续迁移过程中的一个重要里程碑。它清晰地表明，产业界已认识到软组织手术机器人市场正走向精细化细分。ASCs需要的并非‘全能但笨重’的解决方案，而是一种能在卓越性能与运营效率间取得完美平衡的方案——这正是DEXTER诞生的使命。”未来展望：依托临床与资本双轮驱动截至目前，DEXTER已在欧美临床实践中成功治疗了超过3000名患者，积累了坚实的临床证据与用户口碑。进入新阶段，Distalmotion在JJDC的产业资源及现有财务投资者的共同支持下，将聚焦于加速市场落地执行，全力赋能外科医生、医疗服务提供者及医疗系统，迎接机器人手术在门诊场景规模化普及的时代浪潮。此次强生创新JJDC的战略入股，不仅为Distalmotion提供了资金，更打开了与全球最大医疗保健企业之一在战略协同、市场洞察与渠道资源上的想象空间。手术机器人战局，正随着护理场景的迁移而开辟新的战场。强生在医疗机器人的布局回顾强生在医疗机器人领域采取 “自研 + 投资并购 + 战略合作” 的组合策略，重点布局腔镜、骨科等关键赛道：2019年以 34 亿美元现金加最高23.5亿美元里程碑付款收购 Auris Health，获得 Monarch 经自然腔道诊疗机器人和 iPlatform 腔镜平台，快速切入软组织手术机器人领域，并于 2025 年推动 Monarch 在华获批；同期与中国骨科机器人龙头天智航开展商业研发与战略合作，将天玑骨科机器人与强生骨科植入物结合，提升脊柱与创伤手术的精准度和临床推广效率；2024–2026 年推进自研 Ottava 一体化腔镜机器人，将机械臂集成于手术床，打造 “手术台即机器人” 的差异化产品，计划2026年申报注册；2025年领投中国分体式腔镜机器人企业瑞龙外科6700万美元D轮，并与其达成战略合作，结合海山一在国内多专科的全适应症获批优势及强生外科耗材生态，加速本土化渗透。整体来看，强生通过全赛道布局、双线并行和本土化适配，构建 “设备 + 耗材 + 数据” 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