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

[anonymous]

just remember to include the adjusted sales of some acquisitions that generated ZERO revenue for Medtronic. All of a sudden those missing Million$ start to make sense.

 

[anonymous]

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.

Heartware FTW

 

[anonymous]

Resurrecting this Thread

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

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

My man is really out trying to say TAVR and PV are going away

Meanwhile aortic is slinging 10yo stent grafts and their newest thoracic piece is still at least 5 years out

 

[anonymous]

My man is really out trying to say TAVR and PV are going away

Meanwhile aortic is slinging 10yo stent grafts and their newest thoracic piece is still at least 5 years out

Structural Heart (TAVR) and Aortic are combined into a business unit.

Cardiac Surgery is business unit that has all the stuff that hasn't been touched in 20 years. They carved that out to get rid of it.

PV doesn't have anything in the hopper. Here's the Q1 results -- " Peripheral Vascular Health grew low-single digits, with high-single digit growth in drug-coated balloons and low-single digit growth in endoVenous products"

 

[anonymous]

Structural Heart (TAVR) and Aortic are combined into a business unit.

Cardiac Surgery is business unit that has all the stuff that hasn't been touched in 20 years. They carved that out to get rid of it.

PV doesn't have anything in the hopper. Here's the Q1 results -- " Peripheral Vascular Health grew low-single digits, with high-single digit growth in drug-coated balloons and low-single digit growth in endoVenous products"

Ellipsys was spun off of PV because it’s dead in the water, I would expect to see that sold to DaVita/Mozarc

MDT is market share leader in almost every PV product they compete- #1 hospital atherectomy in the US, DCBs, venous stenting, etc. The only way PV gets higher returns than that is with an acquisition that isn’t total shit.

 

[anonymous]

Spin off the money pit Robotics into its own company until it gets FDA approval to sell in the USA, IMHO

 

[anonymous]

Spin off the money pit Robotics into its own company until it gets FDA approval to sell in the USA, IMHO

Robotics...is it me, or is it humorous that this franchise has hired a VP of Sales who's busy building a sales organization that will have nothing to sell in the foreseeable future?

 

[anonymous]

Robotics...is it me, or is it humorous that this franchise has hired a VP of Sales who's busy building a sales organization that will have nothing to sell in the foreseeable future?

when the leader of the whole portfolio is a one-trick sales guy, thats one of the only tricks they have to make people think they are making progress.

 

[anonymous]

when the leader of the whole portfolio is a one-trick sales guy, thats one of the only tricks they have to make people think they are making progress.

What would you do if you were him?

 

[anonymous]

Robotics...is it me, or is it humorous that this franchise has hired a VP of Sales who's busy building a sales organization that will have nothing to sell in the foreseeable future?

What would you do if you were able to change things sir?

 

[anonymous]

Just out a window and hopefully land on GM

 

[anonymous]

ENT is in trouble. Billion dollars for a stent that no one really wants, a nerve monitoring platform in dire straights, an old nav system that costs twice as much as the competition, and a 20 year old power system. Wow, way to go leadership. You took an awesome division and in 3-4 years completely destroyed it. All you had to do was say no.

 

[anonymous]

Affera

 

[anonymous]

CST should be sold. Zero innovation

 

[anonymous]

Affera

They'll never admit Affera was a mistake.

See also CardioInsight

 

[anonymous]

They'll never admit Affera was a mistake.

See also CardioInsight

Why was Affera a mistake. Looks powerful.

 

[anonymous]

Sell the ICD business

They haven’t made a device without an advisory or recall in over 10 years!

The market is tapped, commodity driven by hospital contract pricing

Sell the stock

 

[anonymous]

Spin off the money pit Robotics into its own company until it gets FDA approval to sell in the USA, IMHO

Hugo has become a drain on us all. Do more with less but gain share they say lol

 

[anonymous]

Endoscopy is in trouble. Getting their lunch eaten by more innovative companies, the Genius AI platform has been a dud and now the scope companies are all integrating AI anyway. Sr leadership is a joke.

 

[anonymous]

Endoscopy is in trouble. Getting their lunch eaten by more innovative companies, the Genius AI platform has been a dud and now the scope companies are all integrating AI anyway. Sr leadership is a joke.

Tell us more friend