Avanos Medical, Inc. (AVNS): Analyse de Pestle [Jan-2025 Mise à jour]

Dans le paysage dynamique de la technologie médicale, Avanos Medical, Inc. (AVNS) navigue dans un réseau complexe de défis et d'opportunités mondiales. Des politiques de soins de santé en passant par les innovations technologiques, cette analyse complète du pilon dévoile les facteurs externes à multiples facettes qui façonnent la trajectoire stratégique de l'entreprise. Plongez dans une exploration complexe des influences politiques, économiques, sociologiques, technologiques, juridiques et environnementales qui définissent l'écosystème commercial d'Avanos Medical, révélant les interconnexions critiques qui stimulent son positionnement concurrentiel dans l'industrie des dispositifs médicaux en constante évolution.

Avanos Medical, Inc. (AVNS) - Analyse du pilon: facteurs politiques

Les changements de politique de santé aux États-Unis ont un impact sur les réglementations des dispositifs médicaux

La loi sur les guérisons du 21e siècle, signée en 2016, continue d'influencer les réglementations des dispositifs médicaux avec 4,8 milliards de dollars alloués à l'innovation médicale et à la modernisation réglementaire. Le budget total de la FDA pour la surveillance des dispositifs médicaux en 2023 était de 3,2 milliards de dollars.

Catégorie de réglementation	2023 Impact
Temps d'approbation des dispositifs médicaux	177 jours moyens pour les soumissions traditionnelles 510 (k)
Coût de conformité réglementaire	24,5 millions de dollars d'investissement annuel moyen pour les sociétés de dispositifs médicaux

Processus d'approbation de la FDA pour le développement de la technologie médicale

En 2023, la FDA a reçu 5 712 soumissions de dispositifs médicaux, avec 4 389 effacés par voie 510 (k).

• Désignation de dispositif révolutionnaire: 389 appareils ont reçu une revue accélérée
• Soumissions d'approbation avant le marché (PMA): 312 en 2023
• Budget total des dispositifs médicaux de la FDA: 406 millions de dollars pour la surveillance réglementaire

Les politiques commerciales internationales affectant les chaînes d'approvisionnement médicales

Les tarifs de l'article 301 sur les dispositifs médicaux en provenance de Chine sont restés à 25% en 2023, ce qui concerne les coûts d'importation.

Métrique de la politique commerciale	Valeur 2023
Tarifs d'importation des dispositifs médicaux	25% sur les importations chinoises
Importations totales de dispositifs médicaux	54,3 milliards de dollars en 2023

Politiques de remboursement de Medicare et Medicaid

Le remboursement de Medicare pour les dispositifs médicaux en 2023 a totalisé 37,6 milliards de dollars, Medicaid, contribuant à 22,4 milliards de dollars supplémentaires.

• Taux de remboursement de l'assurance-maladie: moyenne 80% du coût de l'appareil
• Couverture de l'appareil Medicaid: 67% du marché total des dispositifs médicaux
• Temps de traitement moyen du remboursement: 28 jours

Avanos Medical, Inc. (AVNS) - Analyse du pilon: facteurs économiques

Les pressions de confinement des coûts de santé en cours affectent la tarification des dispositifs médicaux

En 2023, les dépenses de santé américaines ont atteint 4,5 billions de dollars, ce qui représente 17,3% du PIB. La tarification des dispositifs médicaux a été confrontée à une pression importante, avec des réductions moyennes de prix de 3 à 5% entre les catégories de produits chirurgicaux et interventionnels.

Année	Dépenses de santé	Pression de prix du dispositif médical
2023	4,5 billions de dollars	Réduction de 3 à 5%
2024 (projeté)	4,7 billions de dollars	Réduction de 4 à 6%

La récession économique potentielle peut réduire les investissements de procédure médicale élective

Les indicateurs économiques suggèrent des risques de récession potentiels. Les volumes de procédure médicale élective pourraient diminuer de 7 à 10% pendant les ralentissements économiques. Les prestataires de soins de santé devraient réduire les investissements en équipement d'environ 12 à 15% dans des environnements économiques difficiles.

La hausse des dépenses de santé sur les marchés émergents crée des opportunités d'expansion

Les marchés émergents démontrent un potentiel d'investissement en santé important:

• Les dépenses de santé en Chine prévoyaient pour atteindre 1,9 billion de dollars d'ici 2026
• Le marché des soins de santé en Inde devrait croître à 22% CAGR
• Le marché des dispositifs médicaux brésiliens prévoyait de s'étendre de 6,5% par an

Pays	Projection de dépenses de santé	Croissance du marché des dispositifs médicaux
Chine	1,9 billion de dollars (2026)	15% CAGR
Inde	372 milliards de dollars (2024)	22% CAGR
Brésil	89 milliards de dollars (2024)	6,5% par an

Les taux de change de la monnaie fluctuants ont un impact sur les revenus internationaux

La volatilité des devises a un impact significatif sur les revenus internationaux d'Avanos Medical. Les fluctuations de taux de change de l'USD à 5 à 7% peuvent modifier les projections de revenus. En 2023, les revenus internationaux représentaient 28% du total des revenus de l'entreprise.

Paire de devises	2023 plage de volatilité	Impact sur les revenus
USD / EUR	5-7%	± 2,3% de variation des revenus
USD / CNY	3-5%	± 1,8% de variation des revenus

Avanos Medical, Inc. (AVNS) - Analyse du pilon: facteurs sociaux

La population vieillissante augmente la demande de dispositifs médicaux et de solutions de gestion de la douleur

Selon le US Census Bureau, d'ici 2030, tous les baby-boomers auront 65 ans ou plus. La population de 65 ans et plus devrait atteindre 73,1 millions d'ici 2030.

Groupe d'âge	Projection de la population (2024)	Impact du marché des dispositifs médicaux
65-74 ans	33,2 millions	45,2 milliards de dollars de dépenses de dispositifs médicaux
75-84 ans	19,5 millions	62,7 milliards de dollars de dépenses de dispositifs médicaux

Préférence croissante des patients pour les technologies médicales mini-invasives

Le marché mondial des appareils chirurgicaux mini-invasifs était évalué à 43,6 milliards de dollars en 2022 et devrait atteindre 78,3 milliards de dollars d'ici 2030.

Type de technologie	Part de marché (2024)	Taux de croissance annuel
Dispositifs laparoscopiques	37.5%	8.2%
Chirurgie assistée par robot	22.3%	12.5%

Les pénuries de travail de la santé ont un impact sur l'adoption et la formation des dispositifs médicaux

L'American Hospital Association rapporte une pénurie prévue de 124 000 médecins d'ici 2034. Les pénuries de soins infirmiers sont estimées à 195 400 infirmières autorisées chaque année jusqu'en 2030.

Professionnel de santé	Pénurie actuelle	Impact prévu sur les dispositifs médicaux
Médecins	124 000 d'ici 2034	Taux d'adoption de la technologie de 7,2%
Infirmières autorisées	195 400 par an	5,8% réduit la mise en œuvre de la technologie

Augmentation de la sensibilisation aux patients et de l'engagement dans les technologies de santé personnelles

Le marché mondial de la santé numérique était évalué à 211,2 milliards de dollars en 2022 et devrait atteindre 536,1 milliards de dollars d'ici 2030.

Segment technologique	Valeur marchande 2024	Taux d'adoption
Surveillance à distance des patients	43,5 milliards de dollars	38.7%
Dispositifs de soins de santé portables	29,6 milliards de dollars	45.2%

Avanos Medical, Inc. (AVNS) - Analyse du pilon: facteurs technologiques

Investissement continu dans l'innovation avancée des dispositifs médicaux et la R&D

Avanos Medical, Inc. a investi 53,2 millions de dollars dans la recherche et le développement pour l'exercice 2022. Les dépenses de R&D de la société représentaient 6,8% des revenus totaux.

Année	Investissement en R&D	Pourcentage de revenus
2022	53,2 millions de dollars	6.8%
2021	47,6 millions de dollars	6.3%

Intégration de l'intelligence artificielle et de l'apprentissage automatique dans les diagnostics médicaux

Avanos Medical s'est développé 3 technologies de diagnostic propulsées par l'IA dans les segments de gestion de la douleur et de soins respiratoires.

• Taux de précision de l'algorithme AI: 92,4%
• Applications de brevet d'apprentissage automatique: 7 en 2022
• Budget de développement des outils de diagnostic numérique: 12,3 millions de dollars

Télémédecine et technologie de surveillance des patients à distance

Métrique technologique	2022 données
Investissements de la plate-forme de télémédecine	8,7 millions de dollars
Lance de dispositif de surveillance à distance	2 nouvelles plateformes
Dispositifs médicaux connectés	17 appareils compatibles IoT

Plates-formes de santé numériques émergentes transformant les interactions des dispositifs médicaux

Revenus de la plate-forme de santé numérique: 42,5 millions de dollars en 2022, ce qui représente une croissance de 14,3% par rapport à l'année précédente.

• Taux d'intégration d'interface numérique: 68%
• Systèmes de gestion des dispositifs médicaux basés sur le cloud: 5 déployés
• Investissement de sécurité des données des patients: 6,9 millions de dollars

Avanos Medical, Inc. (AVNS) - Analyse du pilon: facteurs juridiques

Exigences strictes de conformité réglementaire de la FDA pour les dispositifs médicaux

Avanos Medical, Inc. fait face à une surveillance réglementaire rigoureuse de la FDA, avec 510 (k) Déclaration requise pour 87% de son portefeuille de dispositifs médicaux. Depuis 2024, la société a 23 installations de fabrication active de la FDA.

Métrique réglementaire	Statut de conformité	Valeur
FDA 510 (k) Claitures	Obtenu	87%
Installations de fabrication	FDA enregistré	23
Dépenses annuelles de conformité réglementaire	Investi	12,4 millions de dollars

Risques potentiels de responsabilité médicale et de sécurité des produits

En 2023, Avanos Medical a rapporté 3 réclamations de responsabilité du produit des produits, avec une exposition potentielle sur le litige estimé à 4,7 millions de dollars.

Métrique du litige	2023 données
Réclamations de responsabilité de la responsabilité des produits	3
Exposition potentielle au litige	4,7 millions de dollars
Couverture d'assurance légale	25 millions de dollars

Protection de la propriété intellectuelle pour les innovations en technologie médicale

Avanos Medical Holds 47 brevets actifs avec un Évaluation du portefeuille de brevets de 63,2 millions de dollars.

Métrique de la propriété intellectuelle	Statut 2024
Brevets actifs	47
Évaluation du portefeuille de brevets	63,2 millions de dollars
Dépenses annuelles de protection IP	3,6 millions de dollars

Défis de conformité réglementaire de la confidentialité et de la sécurité des données sur les soins de santé

Avanos Medical alloue 8,9 millions de dollars par an à HIPAA et à la conformité à la protection des données, avec Zero a rapporté des incidents de violation de données en 2023.

Métrique de confidentialité des données	Statut 2023-2024
Dépenses de conformité annuelles	8,9 millions de dollars
Incidents de violation de données	0
Investissement en cybersécurité	5,3 millions de dollars

Avanos Medical, Inc. (AVNS) - Analyse du pilon: facteurs environnementaux

Accent croissant sur les pratiques de fabrication de dispositifs médicaux durables

Avanos Medical, Inc. a déclaré une réduction de 15,2% du total des émissions de gaz à effet de serre en 2022 par rapport à 2021. La société a investi 3,7 millions de dollars dans les technologies de fabrication durables au cours de l'exercice 2022.

Métrique environnementale	2022 Performance	Performance 2021
Émissions totales de gaz à effet de serre (tonnes métriques CO2E)	24,560	28,950
Investissements d'efficacité énergétique	3,7 millions de dollars	2,9 millions de dollars
Consommation d'énergie renouvelable	22.6%	17.3%

Réduire l'empreinte carbone dans le développement et la distribution des produits médicaux

En 2022, Avanos Medical a réduit les émissions de carbone liées au transport de 8,7%, mettant en œuvre des stratégies logistiques plus efficaces. L'optimisation de la chaîne d'approvisionnement de l'entreprise a entraîné une diminution de 12,4% de l'impact environnemental lié à la distribution.

Catégorie de réduction de l'empreinte carbone	2022 pourcentage de réduction
Émissions de transport	8.7%
Impact environnemental de la chaîne d'approvisionnement	12.4%
Gaspillage de matériel d'emballage	6.3%

Demande croissante de matériaux d'offre médicale respectueux de l'environnement

Avanos Medical a déclaré une augmentation de 27,5% des ventes de produits d'offre médicale respectueux de l'environnement en 2022. La société a alloué 5,2 millions de dollars à la recherche et au développement de matériaux médicaux durables.

Performance des matériaux durables	2022 données
Augmentation des ventes de produits respectueuses de l'environnement	27.5%
Investissement en R&D dans des matériaux durables	5,2 millions de dollars
Pourcentage de composants de produits recyclables	42.6%

Mise en œuvre des principes de l'économie circulaire dans la gestion du cycle de vie des dispositifs médicaux

Avanos Medical a mis en œuvre un programme complet de recyclage d'appareils, réalisant une augmentation de 19,3% de la réutilisation et du recyclage des composants de produits en 2022. La société a développé 6 nouvelles initiatives d'économie circulaire au cours de l'exercice.

Métriques de l'économie circulaire	2022 Performance
Augmentation du recyclage des composants de produit	19.3%
Nouvelles initiatives d'économie circulaire	6
Pourcentage de réduction des déchets	14.7%

Avanos Medical, Inc. (AVNS) - PESTLE Analysis: Social factors

Strong societal push for non-opioid pain management alternatives drives demand for Radio Frequency Ablation (RFA) and ON-Q.

The social response to the US opioid crisis is a major tailwind for Avanos Medical's Pain Management & Recovery (PM&R) segment. You're seeing a massive, sustained societal shift away from addictive narcotics toward non-pharmacological and minimally invasive alternatives like Radio Frequency Ablation (RFA) and the ON-Q pain pump (a non-opioid regional anesthesia system). This isn't just a clinical preference; it's a public health mandate.

The global non-opioid pain treatment market is a huge opportunity, estimated at $51.86 billion in 2025 and projected to grow at a Compound Annual Growth Rate (CAGR) of 7.12% through 2034. Avanos Medical is capitalizing on this with RFA net sales growing 10.5% in the third quarter of 2025 alone. That's a clear indicator that the market is actively adopting these solutions. Honestly, the public push for safer pain relief is defintely one of the strongest drivers for the PM&R portfolio right now.

Here's the quick market context for non-opioid solutions:

• Non-Opioid Pain Treatment Market Size (2025): $51.86 billion
• Projected CAGR (2025-2034): 7.12%
• Avanos RFA Net Sales Growth (Q3 2025): 10.5%

Increasing need for home and long-term care supports strong demand for enteral feeding products.

The move to home healthcare is fundamentally changing how nutritional support is delivered, and this directly benefits Avanos Medical's Specialty Nutrition Systems (SNS) business. Patients prefer recovering at home, and healthcare systems want to lower costs by reducing long hospital stays. This means a growing reliance on user-friendly, reliable enteral feeding devices (products that deliver nutrition directly to the stomach or small intestine) for long-term care outside of a hospital setting.

The global enteral feeding device market is projected at $2,912.0 million in 2025, with a forecast CAGR of 4% through 2035. More than 61.4% of enteral feeding formula product usage was already in home care settings in 2023, showing the established shift. For Avanos Medical, this trend translated into a robust 9.1% volume growth in the SNS segment for the first nine months of 2025. That's above-market performance, driven by the sustained demand for home-based nutritional therapy. You can't ignore a market where the primary care location is shifting to your advantage.

Aging US population increases the prevalence of chronic pain conditions treatable by RFA solutions.

The demographic reality of the US population is a powerful, long-term driver for Avanos Medical's chronic pain solutions. As people live longer, the prevalence of age-related conditions like osteoarthritis and degenerative disc disease-the key targets for RFA-rises significantly. In 2023, nearly one in four US adults, or over 60 million people, reported chronic pain, and this prevalence is much higher in older demographics.

Specifically, 36.0% of US adults aged 65 and older reported chronic pain in 2023, compared to just 12.3% of those aged 18-29. This aging cohort is seeking durable, non-surgical treatment options to maintain their quality of life, and RFA procedures fit that need perfectly. This demographic trend provides a stable, expanding foundation for the Interventional Pain portion of the PM&R segment.

US Adult Chronic Pain Prevalence (2023)	Percentage	Implication for Avanos
Overall US Adults	24.3% (Over 60 million people)	Large, growing base for all PM&R solutions.
Adults Age 65 and Older	36.0%	Directly drives demand for RFA, which treats age-related chronic pain.

Acquisition of Nexus Medical strengthens focus on high-acuity Neonatal and Pediatric Intensive Care Units (NICUs/PICUs).

Avanos Medical's acquisition of Nexus Medical, LLC, announced in September 2025, is a strategic move to focus on a high-acuity, specialized patient population: neonates and pediatrics. Socially, there is an extremely high sensitivity and demand for the safest possible care in Neonatal and Pediatric Intensive Care Units (NICUs/PICUs). This acquisition aligns with that social value.

The Nexus TKO anti-reflux needleless connector technology is an evidence-based solution designed to prevent blood reflux in IV catheters, which reduces the risk of catheter failure and infection-critical concerns in vulnerable patients. This move immediately strengthens Avanos Medical's Specialty Nutrition Systems business with a complementary, high-value product. The company expects the acquisition to be immediately accretive to both revenue growth and earnings per share, showing a clear financial benefit from addressing this high-need segment of the market.

Avanos Medical, Inc. (AVNS) - PESTLE Analysis: Technological factors

Avanos Medical is strategically using technology to drive growth and improve patient safety, shifting capital investment toward its highest-return product lines. The company's focus on minimally invasive pain management and advanced nutrition delivery is evident in key 2025 performance metrics and strategic moves, confirming a clear path to a higher-growth profile.

Double-digit growth in Radio Frequency Ablation (RFA) product sales reflects adoption of minimally invasive technology.

You can see the market's appetite for less invasive procedures reflected directly in Avanos Medical's Pain Management & Recovery (PM&R) segment. Radio Frequency Ablation (RFA) products, which include the ESENTEC and TRIDENT lines, are driving this growth, offering an opioid-sparing solution for chronic pain. This technology uses heat to disrupt nerve signals, a clear technological shift away from traditional, more invasive surgical or pharmacology-heavy approaches.

The numbers are strong: RFA product sales grew 13.7% in the second quarter of 2025 and continued with 10.5% growth in the third quarter of 2025, compared to the prior year periods. This sustained, double-digit performance is fueled by increased sales of RFA generators, which then drives higher procedural volumes-it's a classic razor-and-blade model. Here's the quick math on the segment's Q3 2025 performance:

Segment	Q3 2025 Net Sales	RFA Product Sales Growth (Q3 2025)
Pain Management & Recovery (PM&R)	$59.0 million	10.5%

That kind of organic, double-digit growth in a core technology is defintely a key strategic advantage.

Acquisition adds Nexus TKO anti-reflux needleless connector, improving IV therapy safety technology.

Avanos Medical strengthened its Specialty Nutrition Systems (SNS) segment with the acquisition of Nexus Medical in September 2025, adding a critical, safety-focused technology. This is a smart, targeted move to enhance the quality of care in high-acuity settings like Neonatal and Pediatric Intensive Care Units (NICUs and PICUs). The acquisition was funded with available cash and is expected to be immediately accretive to both revenue growth and earnings per share (EPS).

The core technology acquired is the TKO anti-reflux needleless connector. This device features a patented, pressure-activated tri-seal silicone valve. Why does this matter? It minimizes blood reflux, which is a significant clinical problem that contributes to catheter occlusions, treatment delays, and infection risk during IV-based nutrition and medication delivery. This technology helps clinicians provide consistent care, which is the whole point.

• Nexus TKO: Patented, tri-seal silicone valve technology.
• Clinical Benefit: Minimizes blood reflux, reducing catheter occlusion and infection risk.
• Financial Impact: Expected to be immediately accretive to revenue and EPS.

Recent launch of CORGRIP SR Nasogastric/Nasointestinal Tube Retention System addresses tube dislodgement risk.

In the Specialty Nutrition Systems segment, Avanos Medical is tackling a long-standing, costly problem in enteral feeding: tube dislodgement. The CORGRIP SR Nasogastric/Nasointestinal Tube Retention System, launched in late 2024, is a technological upgrade from older methods. It's a specialized nasal bridle solution designed to secure feeding tubes more reliably than tape.

The need for this technology is clear: research shows that between 40% and 63% of feeding tubes secured with tape can become inadvertently dislodged. The CORGRIP SR system uses a monofilament thread and includes user-friendly features like color-coded clips and printed centimeter markings to reduce the incidence of accidental tube removal and improve overall tube survival rates. This small but significant innovation directly improves patient outcomes and reduces the costs associated with tube replacement and therapy disruption.

Divestiture of the Hyaluronic Acid (HA) business focuses R&D capital on core, higher-growth med-tech.

The decision to divest the Hyaluronic Acid (HA) product line, which included the TriVisc® and GenVisc® 850 injection products, on July 31, 2025, was a decisive strategic move. This wasn't a distress sale; it was a choice to focus capital and R&D resources on the higher-growth, technologically advanced PM&R and SNS segments. The HA products, which were indicated for osteoarthritis knee pain, had been a drag on profitability, contributing to lower pricing and unfavorable tariff impacts that decreased the adjusted gross margin in Q2 2025.

By shedding this lower-growth, non-core asset to Channel-Markers Medical, Avanos Medical has streamlined its portfolio. This focus gives management the clarity to invest more heavily in technologies like RFA and advanced nutrition delivery. The company's full-year 2025 guidance reflects this sharpened focus, with estimated revenue now between $690 million and $700 million and adjusted diluted EPS in the range of $0.85 to $0.95. This is what a focused technology strategy looks like.

Avanos Medical, Inc. (AVNS) - PESTLE Analysis: Legal factors

CMS final rule for 2025 implements the NOPAIN Act, creating a new, favorable reimbursement structure

The Centers for Medicare and Medicaid Services (CMS) finalized its 2025 Hospital Outpatient Prospective Payment System (OPPS) and Ambulatory Surgical Center (ASC) Payment System rule, which is a major legal tailwind for Avanos Medical. This rule, effective January 1, 2025, implements the Non-Opioids Prevent Addiction in the Nation (NOPAIN) Act.

The NOPAIN Act mandates separate Medicare payment for qualifying non-opioid drugs and devices used in Hospital Outpatient Departments (HOPDs) and ASCs through December 31, 2027. This unbundles the payment, meaning facilities get reimbursed for the non-opioid pain management device in addition to the surgical procedure payment.

Avanos Medical's ON-Q elastomeric infusion pump and ambIT disposable electronic infusion pump are the only infusion pain pumps included under this policy, a clear competitive advantage. The payment limitation published by CMS for both the ON-Q and ambIT systems is up to $2,284.98 per device.

Avanos Product	HCPCS Code (2025)	CMS Payment Limitation (Up To)	Policy Duration
ON-Q Infusion System	C9804	$2,284.98	Jan 1, 2025 - Dec 31, 2027
ambIT Infusion System	C9806	$2,284.98	Jan 1, 2025 - Dec 31, 2027

Compliance costs are rising due to stringent FDA requirements for new medical devices and acquisitions

You need to see compliance as a cost of doing business, not just a risk. For Avanos Medical, this cost is defintely elevated and structural due to past issues and the increasingly stringent regulatory environment for new medical devices.

The company is still operating under heightened scrutiny following its 2021 deferred prosecution agreement with the Department of Justice, where it agreed to pay over $22 million to resolve criminal charges related to the fraudulent misbranding of surgical gowns and obstruction of an FDA inspection.

This settlement mandated significant, costly compliance enhancements, which are ongoing operational expenses in 2025. Here's the quick math on the structural changes:

• Substantially increased the budget and headcount of its compliance and quality departments.
• Created a stand-alone Compliance Committee of the Board of Directors.
• Appointed a full-time Chief Ethics and Compliance Officer who reports directly to the CEO.

Plus, every new device or acquisition, like the recent Nexus Medical deal, requires rigorous regulatory clearance and compliance integration with the FDA's Unique Device Identification (UDI) Rule and Quality Systems (QS) regulation, adding to the total compliance spend.

Intellectual property (IP) protection is crucial for proprietary systems like COOLIEF and Nexus TKO

Strong intellectual property protection is the legal moat around Avanos Medical's high-margin products. The company's core growth drivers in pain management and specialty nutrition rely heavily on patents and trademarks to maintain market exclusivity.

The COOLIEF Cooled Radiofrequency system, a key interventional pain management product, is protected IP. The company must actively monitor and defend against infringement to protect its market share in the chronic pain space.

Furthermore, the acquisition of Nexus Medical in September 2025 was fundamentally about securing the proprietary Nexus TKO anti-reflux needleless connector technology. This technology features a patented, pressure-activated tri-seal silicone valve, which is a critical piece of IP that reinforces the Specialty Nutrition Systems business. The legal team's job is to ensure the patent remains defensible.

Delays in reimbursement decisions, such as the O Pay Act, can still impact the surgical pain business

While the NOPAIN Act is a major win, the broader legal landscape still poses risks from reimbursement delays and administrative hurdles. The complexity of the healthcare revenue cycle means that even with a favorable law, cash flow can be impacted by slow payer processes.

The issue of delayed payments is a systemic industry problem. As of mid-2025, there is legislative action-specifically the proposed No Surprises Enforcement Act (H.R. 4710 / S. 2420)-aimed at penalizing health insurance companies that fail to pay physicians within 30 days after losing an Independent Dispute Resolution (IDR) case under the No Surprises Act (NSA).

This legislation, if passed, would impose a penalty of three times the difference between the insurer's initial payment and the IDR ruling, plus interest. This is a positive legal development for Avanos's customers (physicians/hospitals) that should ultimately improve the speed and consistency of payments for the company's devices. Still, until enacted, delayed reimbursement remains a working capital risk for providers, which can slow adoption of new devices.

Avanos Medical, Inc. (AVNS) - PESTLE Analysis: Environmental factors

Here's the quick math: The $18 million tariff hit is real, but the $15 million to $20 million in cost savings by 2026 should offset it, plus the NOPAIN Act is a pure revenue tailwind. You need to monitor the execution of those cost cuts. Finance: draft a 13-week cash view by Friday, specifically modeling the tariff mitigation timeline.

Accelerating supply chain diversification away from China, while cost-driven, reduces geographic environmental risk concentration.

You are seeing Avanos Medical strategically de-risk its supply chain, and while the primary driver is financial-mitigating the impact of rising tariffs-this shift has a clear, positive environmental side effect. The company is actively moving production closer to its end markets, a trend called nearshoring, which inherently reduces the carbon footprint associated with long-haul ocean freight.

The financial pressure is significant: in May 2025, the company lowered its adjusted diluted earnings per share (EPS) forecast to a range of $0.75-$0.95, down from the previous $1.05-$1.25, largely due to tariff headwinds. The counter-move is increasing the reliance on its Latin America (LATAM) manufacturing base, which includes three facilities in Mexico (Nogales and Tijuana) employing over 1,400 people. Shifting production to Mexico, and away from China, shortens the supply chain and provides a buffer against geopolitical trade risks, plus it cuts down on the environmental risk concentration that comes from having a single, distant manufacturing hub.

Increased investor scrutiny on ESG (Environmental, Social, and Governance) requires better reporting on medical device waste and sterilization.

Investor focus on ESG is no longer a soft issue; it directly impacts valuation and cost of capital. Avanos Medical is responding by providing more transparent data, as seen in their 2024 Corporate Citizenship Report (released April 2025). The company tracks its direct and indirect environmental footprint, showing a commitment to managing its operational impact.

In 2024, Avanos achieved a 2% reduction in total Greenhouse Gas (GHG) emissions (Scope 1 and 2) from the previous year, bringing the total down to 14,112.15 metric tons of $\text{CO}_2$ equivalent ($\text{tCO}_2\text{e}$). That's a solid step, but the total number is what matters to institutional investors like BlackRock, who are pushing for net-zero roadmaps. They are also making progress on waste, reducing the percentage of total waste sent to landfill to 30% in 2024, down from 33% in 2023.

Here is a snapshot of the 2024 operational environmental metrics:

Environmental Metric (2024)	Value (2024)	Change from 2023	Significance
Total GHG Emissions (Scope 1 & 2)	14,112.15 $\text{tCO}_2\text{e}$	-2% Reduction	Operational efficiency improvement
Total Non-Hazardous Waste Generated	1,722.09 MT	-1.9% Reduction	Waste reduction through Lean methods
Percentage of Total Waste Recycled	57%	+1 Percentage Point	Improved circularity
Total Influent Water Use	92,768 $\text{m}^3$	-0.3% Reduction	Water conservation in manufacturing

Focus on single-use devices (e.g., infusion pumps) presents ongoing challenges for sustainable waste management in hospitals.

The core of Avanos Medical's Pain Management & Recovery business relies on single-use devices, specifically the ON-Q elastomeric and ambIT disposable electronic infusion pumps. This is a major environmental challenge for the entire MedTech industry, as disposable products account for up to 90% of medical device waste. The safety benefits of single-use devices are clear, but the waste footprint is a growing liability.

Avanos is mitigating this product-level impact through smart, non-device-related initiatives like Electronic Instructions for Use (eIFUs) for its US-based professional customers. This is a simple, effective change.

• Eliminates over 275 tons of paper consumption annually.
• Reduces oil consumption by more than 100,000 gallons.
• Cuts water consumption by over 2,600,000 gallons.

Still, the single-use nature of the pumps themselves is the elephant in the room. You should be watching the industry trend toward third-party reprocessing of single-use devices (SUDs), a regulated practice that saves U.S. hospitals over $400 million per year and diverts over 6,000 tons of solid waste annually. Avanos needs a clear, public strategy on whether it will support or participate in reprocessing for its high-volume single-use products to defintely address this long-term environmental risk.