Is Medtronic developing a total?

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SNN Troll

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Buying or developing?

"The CMS proposed bundled payment initiatives mandate for hip and knee replacements could have an impact on the company's business. Medtronic doesn't currently have hip or knee replacement lines, but similar initiatives could spread to other specialties. Participating hospitals are at risk for the cost and quality of joint replacement surgery and post acute care for 90 days after surgery.

"As bundled payments take hold, we expect to offer unique comprehensive solutions to healthcare providers, encompassing our devices, associated diagnostics and home-based patient monitoring programs, all wrapped in risk sharing business models," Mr. Ishrak said""
 






SNN Troll said:
Buying or developing?

"The CMS proposed bundled payment initiatives mandate for hip and knee replacements could have an impact on the company's business. Medtronic doesn't currently have hip or knee replacement lines, but similar initiatives could spread to other specialties. Participating hospitals are at risk for the cost and quality of joint replacement surgery and post acute care for 90 days after surgery.

"As bundled payments take hold, we expect to offer unique comprehensive solutions to healthcare providers, encompassing our devices, associated diagnostics and home-based patient monitoring programs, all wrapped in risk sharing business models," Mr. Ishrak said""
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What the fuck are you talking about?
Medtronic is not developing a "total". Medtronic is not even getting into the hip and knee game. There is no growth in hips and knees.
 






you actually sound like an idiot with that response. Just because pricing pressures are constantly here doesn't mean their is no future growth in hip and knees. If I were to look up I think the forecast for 2020 would be a much higher market in dollars. Volume is going to increase and help fight price decreases. Pricing of joints were just recently out of control and will eventually level off at a more sustainable dollar figure. Medtronic may get in one day but with an acquisition not developing their own knee or hip. Days of new full instrument sets for knees is gone, robotics with less trays is the new wave. The industry will always have the small market share vendors for joints like arthrex, medacta, djs, Lima, etc. I don't think stryker or depuy benefit all that much from acquiring SN either, only OX. Reps at this company are among the slimiest and aren't a corporate fit for a company.
 












There is no reason that MDT would reinvent the wheel, or joint as it were in this case.
They will most likely acquire a joint company within a couple years and my money is that S&N will be it. Who else could it be? Just makes too much sense from a contract positioning standpoint to bring an established joint company into the fold. That is what Omar is talking about here.
 






anonymous said:
There is no reason that MDT would reinvent the wheel, or joint as it were in this case.
They will most likely acquire a joint company within a couple years and my money is that S&N will be it. Who else could it be? Just makes too much sense from a contract positioning standpoint to bring an established joint company into the fold. That is what Omar is talking about here.
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I believe (for what that's worth) that you are quite correct. The only thing I would differ on is the time frame and does Medtronic really want SNN? The deal for SNN looks like it's really heating up. I think you could make a compelling argument for Medtronic because of the Ortho and the Wound Care. And I agree with you that Medtronic has said on several occasions that it want to be all the segments of Health Care for contract positioning. But they have so much money now, and every quarter their spinning off more money. There in a position to acquire just about anyone in the Device field with the exception of JNJ. But SNN would be the most affordable, and with the possibility for growth due to their contract positioning after the deal. Which makes it even more urgent for Stryker to buy SNN to keep them out. How would you want to compete against Medtronic if they get into Ortho in a larger way? Then your up against a $35 Billion a powerhouse at the contracting table. 2016 should be interesting.
 






even Alexander the Great couldn't conquer the globe. Medtronic won't get in to joints, the while continue to digest Covidien and improve their current lines. The article is the CEO saying bundle payments in joint will eventually hit other lines in hospitals and Medtronic is best prepared to offer solutions. Zimmer bought Biomet for market share knowing as hospitals dialed down on prices and companies they would need a substantial lead over Depuy Synthes and Stryker because they cannot offer the bundle of Joints/Trauma/Sports (mainly poor trauma offerings) that the others can. Stryker will buy SNN for a bump in market share and to add better sports and round out trauma, Depuy Synthes will iron out kinks and get Mitek moving. There will be pockets for smaller companies who have "consultant" surgeons to do well but in 5 years most major hospital groups will work with one maybe two of the above three companies exclusively.
 






QUOTE="anonymous, post: 5583333"]you actually sound like an idiot with that response. Just because pricing pressures are constantly here doesn't mean their is no future growth in hip and knees. If I were to look up I think the forecast for 2020 would be a much higher market in dollars. Volume is going to increase and help fight price decreases. Pricing of joints were just recently out of control and will eventually level off at a more sustainable dollar figure. Medtronic may get in one day but with an acquisition not developing their own knee or hip. Days of new full instrument sets for knees is gone, robotics with less trays is the new wave. The industry will always have the small market share vendors for joints like arthrex, medacta, djs, Lima, etc. I don't think stryker or depuy benefit all that much from acquiring SN either, only OX. Reps at this company are among the slimiest and aren't a corporate fit for a company.[/QUOTE]

Well you are an idiot for not knowing that growth associated with Medical devices is tied to improved outcomes (QoL) or increased access (bringing bodies into the system), not pricing or volume or any fucking combination. You fucking moron!
Show me one example of a company bringing to market an orthopaedic "solution" that is "substantially equivalent" (510k) to the state of the art, but results in improved care for the patient or a new reimbursement code to be generated... (There are only a handfull in existence)
You went on to say that "Medtronic may get in one day but with an acquisition not developing their own knee or hip." Captain Obvious, do you have any other useless knowledge to drop on us?
Why are you talking on here if you have nothing to say?
 






My guess is SNN will be broken up and sold off as separate businesses to maximize shareholder returns. The theory is it's worth more in pieces than as a whole plus it might be easier to sell. The reason the company hasn't been sold yet is the BOD wants a 30% premium over the flat 5 year share price which trades rich based on declining business fundamentals. ASD, AWM, etc. were created to parcel off and sell individually. Why buy a cow when you only want a steak?
 






"The CMS proposed bundled payment initiatives mandate for hip and knee replacements could have an impact on the company's business. Medtronic doesn't currently have hip or knee replacement lines, but similar initiatives could spread to other specialties. Participating hospitals are at risk for the cost and quality of joint replacement surgery and post acute care for 90 days after surgery.

"As bundled payments take hold, we expect to offer unique comprehensive solutions to healthcare providers, encompassing our devices, associated diagnostics and home-based patient monitoring programs, all wrapped in risk sharing business models," Mr. Ishrak said""

*****Did anyone else pick up from the quote "risk sharing business models"? a company can not share in risk with a hospital over profitabilty or outcomes etc.....totally not compliant. How can Ishrak be so stupid????
 






anonymous said:
QUOTE="anonymous, post: 5583333"]you actually sound like an idiot with that response. Just because pricing pressures are constantly here doesn't mean their is no future growth in hip and knees. If I were to look up I think the forecast for 2020 would be a much higher market in dollars. Volume is going to increase and help fight price decreases. Pricing of joints were just recently out of control and will eventually level off at a more sustainable dollar figure. Medtronic may get in one day but with an acquisition not developing their own knee or hip. Days of new full instrument sets for knees is gone, robotics with less trays is the new wave. The industry will always have the small market share vendors for joints like arthrex, medacta, djs, Lima, etc. I don't think stryker or depuy benefit all that much from acquiring SN either, only OX. Reps at this company are among the slimiest and aren't a corporate fit for a company.
Click to expand...

Well you are an idiot for not knowing that growth associated with Medical devices is tied to improved outcomes (QoL) or increased access (bringing bodies into the system), not pricing or volume or any fucking combination. You fucking moron!
Show me one example of a company bringing to market an orthopaedic "solution" that is "substantially equivalent" (510k) to the state of the art, but results in improved care for the patient or a new reimbursement code to be generated... (There are only a handfull in existence)
You went on to say that "Medtronic may get in one day but with an acquisition not developing their own knee or hip." Captain Obvious, do you have any other useless knowledge to drop on us?
Why are you talking on here if you have nothing to say?[/QUOTE]

QOL for patients and payments based on outcomes. I'm saying growth for companies idiot. Not surgeons and hospitals.

Technology to the market improving care?? mAKO, blue Belt, Google/Depuy. All reproducible outcomes improve QOL.
 












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