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What divisions/businesses do you think Medtronic will sell-off/spin-off soon?

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Possibly Perfusion. Has already been established as a 'stand alone' business unit. Easier to 'unbundle' from MDT. Low margins, no growth. All that is needed is a willing buyer at the right price.
 












Just heard this week that Neuro/Pain is being considered for a sell-off to private equity group out of California. Could be interesting. What probably be the best thing as they may be motivated to innovate.
 












anonymous said:
Can you provide any additional info?
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No...I'm not going to be tracked and locked up for violating insider trading laws. I do have details on proposed sizing: Very few sales layoffs expected (possibly increase in field force, in select markets). Minimum of $1.5million sales required per representative. Clinical specialists will be significantly downsized. Must have minimum of $2.5 million per territory to support sales and clinical. Exceptions will be made in markets where CS drives 50%+ sales (have no idea how that will be tracked). Will be an interesting late Summer/early-Fall.
 








anonymous said:
No...I'm not going to be tracked and locked up for violating insider trading laws. I do have details on proposed sizing: Very few sales layoffs expected (possibly increase in field force, in select markets). Minimum of $1.5million sales required per representative. Clinical specialists will be significantly downsized. Must have minimum of $2.5 million per territory to support sales and clinical. Exceptions will be made in markets where CS drives 50%+ sales (have no idea how that will be tracked). Will be an interesting late Summer/early-Fall.
Click to expand...

Such BS!!! dumb***, learn the insider trading laws. You are a real life Gordon Gekko! BTW, the minimum territory size you are quoting have been in place for some time.
 




anonymous said:
Such BS!!! dumb***, learn the insider trading laws. You are a real life Gordon Gekko! BTW, the minimum territory size you are quoting have been in place for some time.
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In place, but not readily enforced. That is where things will change, when we aren't protected under the large Spine sales. And no discussion of selling off Kyphon, but will be reabsorbed in the spine rep bag
 




anonymous said:
In place, but not readily enforced. That is where things will change, when we aren't protected under the large Spine sales. And no discussion of selling off Kyphon, but will be reabsorbed in the spine rep bag
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Why would they do that? Do you know the main call point for the Kyphon team? It is Interventional radiology. The spine reps do not have a clue on how to work in this area.
 




Resurrecting this Thread

Have disposed
-Disposables (Kendall, med supplies)
-Renal
-Ventilators
What else?

in 2024 seems like
-Cardiac Surgery
-Peripheral Vascular
-Infusion Pumps (Synchromed)
 




anonymous said:
Resurrecting this Thread

Have disposed
-Disposables (Kendall, med supplies)
-Renal
-Ventilators
What else?

in 2024 seems like
-Cardiac Surgery
-Peripheral Vascular
-Infusion Pumps (Synchromed)
Click to expand...
The clowns in charge are not capable of executing successfully on any M&A, not least a complicated divestiture. But nice job ringing the bell at NYSE. LOL
 












name one acquisition in the last 15 years that has been successful at Medtronic? If people do the math, most of our acquisitions only make enough profit to cover the interest carrying cost to purchase them. If you think I’m kidding pick one, take the annual sales and multiply it by .35… that’s our net profit margin. Then take the purchase price and multiply that by .05…that’s our interest carry. I bet dollars to Geoff Martha’s sweet Christmas sport jacket those numbers are very similar. The only people making money on Medtronics purchases is the company being sold and the banks financing the deals. Please try this little game…it really shows the “intelligence” of the people we work for.
 




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