Zimmer to Buy OFix???

[Anonymous]

I happen to be looking at the Zimmer postings...Are they buying Ofiix? WTF? Anyone else hearing this? I cannot afford this stuff too much longer.

 

[Anonymous]

Wishful thinking. They wouldn't be interested in this mess:

1 - Weak me-too spine fusion bag at Orthofix, with alot of holes
2 - Nothing in the R&D pipeline for spine that will come out until mid 2014
3 - Fragmented distribution through a hundred tiny distributors
4 - Spine stim business that is losing reimbursement from the private payers for Cervical
5 - Physio stim business that is shrinking and almost non-existant
6 - Ortho foot and ankle business in total in the US is the same size as a decent one product at a larger company
6 - Biologic license only, competitors will start eating into that share soon. Evolution will 100% cannibalize Elite. No new cusotmers using this product, so just flipping existing customers, which is another sign of a weak sales force.

This business will continue to shrink. Just watch the Q1 numbers, will sure to sink further and then same with ongoing quarters. Plus, if Zimmer was to buy this mess, they'd never clear the due diligence. Rats: permission given to jump ship before it sinks.

 

[Anonymous]

No they bought Xtraortho. The people who started the rumour couldnt spell. They musta been Orthofix VPs.

 

[Anonymous]

No they bought Xtraortho. The people who started the rumour couldnt spell. They musta been Orthofix VPs.

They could buy it for a lot less today.. $34 hahahahahahaha
What a joke. Cant wait for the lack of earnings call!

 

[Anonymous]

should be shorting it.

 

[Anonymous]

Wishful thinking. They wouldn't be interested in this mess:

1 - Weak me-too spine fusion bag at Orthofix, with alot of holes
2 - Nothing in the R&D pipeline for spine that will come out until mid 2014
3 - Fragmented distribution through a hundred tiny distributors
4 - Spine stim business that is losing reimbursement from the private payers for Cervical
5 - Physio stim business that is shrinking and almost non-existant
6 - Ortho foot and ankle business in total in the US is the same size as a decent one product at a larger company
6 - Biologic license only, competitors will start eating into that share soon. Evolution will 100% cannibalize Elite. No new cusotmers using this product, so just flipping existing customers, which is another sign of a weak sales force.

This business will continue to shrink. Just watch the Q1 numbers, will sure to sink further and then same with ongoing quarters. Plus, if Zimmer was to buy this mess, they'd never clear the due diligence. Rats: permission given to jump ship before it sinks.

This is right on! The only thing Neiman has done is recruit reps from DJO. The company has done nothing to solve issues with reimbursement,studies, service or improve the product.