SH!T GOING DOWN YOU BETTER GET READY!

























Treace is making bad hires, EG - zero execution, GG - talks well, zero impact in the space. Treace is hiring in the wrong people in the wrong verticals in the business, continuing to leave the business exposed. Culture is broken all the way around and he is blind to what needs to be fixed

Hired EG to get us bio and didn’t happen. GG has a bad reputation with our surgeons that know him. At least AB is out there with our customers.
 
























With P28 now off the market, how long until this floundering fish is overpaid for? What will happen to all those W2 reps that were sold the dream? We already know what will happen to the 1099’s. Bye bye
 






With P28 now off the market, how long until this floundering fish is overpaid for? What will happen to all those W2 reps that were sold the dream? We already know what will happen to the 1099’s. Bye bye
Well this is a one trick pony, so odds of someone overpaying is pretty low - also no one sees this a competitive threat, but more of a bolt on that has lost its stickiness factor in the market. The problem is the business has lots its appeal, TMCI should have sold a few years while it was ripping. Just b/c P28 sold, doesn't mean TMCI is next in line.