anonymous
Guest
anonymous
Guest
Ryan stays, Ryan goes, it’s not changing anything for the company’s fortune. The company is simply not big enough to survive as an independent CRM company. Dual vendor agreements are here to stay. Technology carve outs are becoming increasingly rare. There is nothing that special about what Biotronik has to offer that would get most physicians to stand up for the company or get any hospital procurement person to break existing contracts. Nothing except price and Biotronik is the least capable of the CRMs to lead a race to the bottom in price since its cost structure is so high and alternative revenue sources so limited. Berlin can’t pull the plug on CRM quite yet as VI hasn’t hit its stride in the US and neuro is still years away, if ever, to meaningfully contributing to revenue, but I think the days for Biotronik in CRM are numbered.