What does Stryker/Mako buyout mean for us?

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Not much. It means they have lost all credibility. First they have navigation, which they still have, but is dead in reconstructive orthopedics. Then they bought Otismed, whose entire mode and clinical history was built off anatomical alignment. Total knee implants don't like anatomical alignment. Otismed was taken off the market, switched to mechanical alignment, and relaunched as Shapematch. Shapematch had a bunch of problems and was recalled and taken off the market. Now for strike 3, Stryker buys Mako. Mako was dying anyway. Does Stryker really think they can sell robots? Robots don't make sense in the looming Obamacare. Meanwhile Signature has worked great from day one and we have more cases than all their 3 failed attempts at custom implant placement. Selling Oxford with Signature is a much easier sell than a robot putting in metal and plastic without clinical history and a class action lawsuit against it.
 






Anonymous said:
Not much. It means they have lost all credibility. First they have navigation, which they still have, but is dead in reconstructive orthopedics. Then they bought Otismed, whose entire mode and clinical history was built off anatomical alignment. Total knee implants don't like anatomical alignment. Otismed was taken off the market, switched to mechanical alignment, and relaunched as Shapematch. Shapematch had a bunch of problems and was recalled and taken off the market. Now for strike 3, Stryker buys Mako. Mako was dying anyway. Does Stryker really think they can sell robots? Robots don't make sense in the looming Obamacare. Meanwhile Signature has worked great from day one and we have more cases than all their 3 failed attempts at custom implant placement. Selling Oxford with Signature is a much easier sell than a robot putting in metal and plastic without clinical history and a class action lawsuit against it.
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#makopwnage
 






Anonymous said:
Not much. It means they have lost all credibility. First they have navigation, which they still have, but is dead in reconstructive orthopedics. Then they bought Otismed, whose entire mode and clinical history was built off anatomical alignment. Total knee implants don't like anatomical alignment. Otismed was taken off the market, switched to mechanical alignment, and relaunched as Shapematch. Shapematch had a bunch of problems and was recalled and taken off the market. Now for strike 3, Stryker buys Mako. Mako was dying anyway. Does Stryker really think they can sell robots? Robots don't make sense in the looming Obamacare. Meanwhile Signature has worked great from day one and we have more cases than all their 3 failed attempts at custom implant placement. Selling Oxford with Signature is a much easier sell than a robot putting in metal and plastic without clinical history and a class action lawsuit against it.
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the investment community seems to like the acquisition.
 












Anonymous said:
Not much. It means they have lost all credibility. First they have navigation, which they still have, but is dead in reconstructive orthopedics. Then they bought Otismed, whose entire mode and clinical history was built off anatomical alignment. Total knee implants don't like anatomical alignment. Otismed was taken off the market, switched to mechanical alignment, and relaunched as Shapematch. Shapematch had a bunch of problems and was recalled and taken off the market. Now for strike 3, Stryker buys Mako. Mako was dying anyway. Does Stryker really think they can sell robots? Robots don't make sense in the looming Obamacare. Meanwhile Signature has worked great from day one and we have more cases than all their 3 failed attempts at custom implant placement. Selling Oxford with Signature is a much easier sell than a robot putting in metal and plastic without clinical history and a class action lawsuit against it.
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I love seeing Stryker panic. Hope those rats all get washed down the sewer. This absolutely the most inane deal in the last five years.
 






Anonymous said:
I love seeing Stryker panic. Hope those rats all get washed down the sewer. This absolutely the most inane deal in the last five years.
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This is what happens when you have a bunch of financially focused MBA's making big M&A decisions. If they had anyone with a clinical/engineering/marketing background, they would never have made this deal.
 












Anonymous said:
This is what happens when you have a bunch of financially focused MBA's making big M&A decisions. If they had anyone with a clinical/engineering/marketing background, they would never have made this deal.
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Nail on the head. No idea what Stryker was thinking. The uni knee implant placement is very impressive, but only when the robot cooperates and nothing nav-wise is compromised. Same with the hip, however,does being that much more accurate in placing the cup equate to a significant improvement in clinical outcome? Some clinical data says no, as long as it's within an acceptable range, all is good. Add to that, MAKO was TANKING, granted, not the best foot soldier sales force out there. I just don't get why a hospital would pay 1 million for a robot when there are at least equivalent and way cheaper options out there. Ok, maybe I do, they use it as a marketing tool, but regardless. Super expensive billboard IMO. But hey, there are some really good, grossly under appreciated clinical guys working at MAKO. I hope it all works out in their favor and assuming they have stock options, made out like bandits bc they're probably about to get canned. It's just such a puzzling acquisition. I don't even work in ortho, i have no dog in the fight, just find this very intriguing from an investor's standpoint and wish like hell I had bought 20,000 shares several months ago. I would be
 






Anonymous said:
Nail on the head. No idea what Stryker was thinking. The uni knee implant placement is very impressive, but only when the robot cooperates and nothing nav-wise is compromised. Same with the hip, however,does being that much more accurate in placing the cup equate to a significant improvement in clinical outcome? Some clinical data says no, as long as it's within an acceptable range, all is good. Add to that, MAKO was TANKING, granted, not the best foot soldier sales force out there. I just don't get why a hospital would pay 1 million for a robot when there are at least equivalent and way cheaper options out there. Ok, maybe I do, they use it as a marketing tool, but regardless. Super expensive billboard IMO. But hey, there are some really good, grossly under appreciated clinical guys working at MAKO. I hope it all works out in their favor and assuming they have stock options, made out like bandits bc they're probably about to get canned. It's just such a puzzling acquisition. I don't even work in ortho, i have no dog in the fight, just find this very intriguing from an investor's standpoint and wish like hell I had bought 20,000 shares several months ago. I would be
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It could just have easily gone sub $10 with a Q3 miss. Complete surprise from left field. Feel sorry for the stryker team managing the integration. This one will not be fun to work on. One easy decision is to fire Ferre
 






Mako announced today that they're buying out Pipeline Biomedical's ortho division, prior to the Stryker deal closing, for $120M. Does Pipeline really sell to anyone besides Mako or are they shutting the door on some other clients?
 






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