When will Medtronic come save us?

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so naive....nobody is investing more $ (large acquisition) into a slow dying company (see Zimmer and many more). Medtronic makes more loot outside ortho and spine than they do in it (see cardiac and diabetes). Margins are falling, ortho not as attractive anymore. ASC's will dominate and lower ASP's, it will benefit the smaller leaner players that have grown smart. Many newer, smaller innovative companies, that lived in the red with dreams of a large buy out will not survive the pandemic, they will all be gobbled up first for cheap.
 






anonymous said:
so naive....nobody is investing more $ (large acquisition) into a slow dying company (see Zimmer and many more). Medtronic makes more loot outside ortho and spine than they do in it (see cardiac and diabetes). Margins are falling, ortho not as attractive anymore. ASC's will dominate and lower ASP's, it will benefit the smaller leaner players that have grown smart. Many newer, smaller innovative companies, that lived in the red with dreams of a large buy out will not survive the pandemic, they will all be gobbled up first for cheap.
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lol. Naive. We got an expert here. Probably the same snowflake that said biomet would never happen either.
 






The medtronic cohort within ZB goes way beyond BH. The entire leadership team has MDT on their resume somewhere. My $0.02 is that S&N is a way better fit for medtronic. But it has about the same likelihood of moving forward as a ZB acquisition by medtronic: zero.
 






anonymous said:
The medtronic cohort within ZB goes way beyond BH. The entire leadership team has MDT on their resume somewhere. My $0.02 is that S&N is a way better fit for medtronic. But it has about the same likelihood of moving forward as a ZB acquisition by medtronic: zero.
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smith and nephew is on the hunt to buy a different company themselves right now. They told Stryker no more messing around after last few years of speculation and do not want to be bought out/merge anymore. Ask Zimmer spine folks how its going, everyone just waiting for Medtronic bag at this point. Spinal division divestment soon is what everyone wants to see.
 






anonymous said:
smith and nephew is on the hunt to buy a different company themselves right now. They told Stryker no more messing around after last few years of speculation and do not want to be bought out/merge anymore. Ask Zimmer spine folks how its going, everyone just waiting for Medtronic bag at this point. Spinal division divestment soon is what everyone wants to see.
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Zimmer Spine guys would not get the Medtronic bag, if this deal ever happened. That would be foolish because everyone knows ZB Spine people cant sell anything. They do Mobi-c because it was already selling, they had zero to do with it. Could never move the Trabecular Metal when they had the only porous, metal interbody....now everyone uses similar products but from people that could sell it to them. ZB has some nice products but they always been stuck in the mud with poor distributors and reps.
 






anonymous said:
Zimmer Spine guys would not get the Medtronic bag, if this deal ever happened. That would be foolish because everyone knows ZB Spine people cant sell anything. They do Mobi-c because it was already selling, they had zero to do with it. Could never move the Trabecular Metal when they had the only porous, metal interbody....now everyone uses similar products but from people that could sell it to them. ZB has some nice products but they always been stuck in the mud with poor distributors and reps.
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TRUTH!!!
 


















anonymous said:
Hanson was put here for a reason. EVERYONE knows this. Wink wink
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It is much complicated than this , there has been some exchange of communications with legal department that may have negative effect on Zimmer being able to properly disclose information for any transactions within such scope, investors on both sides need to be careful , there is now record of defective manufacturing practices which still pending that could lead to class action. This alone could set back any sales or agreement if either party has not disclosed all liability issues to the other party.
 






anonymous said:
It is much complicated than this , there has been some exchange of communications with legal department that may have negative effect on Zimmer being able to properly disclose information for any transactions within such scope, investors on both sides need to be careful , there is now record of defective manufacturing practices which still pending that could lead to class action. This alone could set back any sales or agreement if either party has not disclosed all liability issues to the other party.
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whistle blow if you know so much otherwise it just sounds like you are drunk on a Wednesday night.
 












anonymous said:
whistle blow if you know so much otherwise it just sounds like you are drunk on a Wednesday night.
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Your statement certainly makes sense. However fishing requires delicate timing and patience. Specially when you know you are MDT stockholder of record, know you have documented evidence that Zimmer Biomet has been manufacturing defective products since 2013. With that said perhaps you should direct this inquiry to Mr. Robert J. Hall. Just make sure you tell him where you find this information. A the end of the day when and if such merger takes place he should have legally disclosed any risk that may come after the merger to MDT management. As for WhistleBlowing that would be counterproductive in my humble opinion. May be you should ask Mr. Hall to share with you his side of the story.
 












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