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anonymous said:

I wouldnt invest into any of these primarily office/hopd based skin sub companies unless I felt confident that a bigger company would buy them. Mimedx could be attractive for such a purchase because of its institutional market share, payor coverage, brand, and studies, but it would be on the higher end for a purchaser, and the moat for human amnions isnt great. a Solventum or Molylecke could buy a stimlabs for cheaper and just build up.

That said, the other issue is that no one really sells human amnions outside of the US (just epifix in Japan), so while the US market is lucrative, those limit you to one market. And the US market is going to contract at some point due to reform, so that diminishes the shine of human amnios

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1. Relying only on the US market is way too risky. One new healthcare rule there and the whole company could be toast.
2. You gotta grow or die. Once the US market is tapped out, going global is the only way to keep investors happy.

anonymous said:

EMEA perspective. Directors need to stop micromanaging their direct reports and let them manage their people.Directors get bored because they have nothing value-added to do.

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anonymous said:

What's with all the Microvention people joining? Is it so JnJ can rebrand the division to Micronovus? Cause a good rebranding definitely makes up for stale products.

Also makes me wonder whats up with Microvention that everyone wants to leave to join JnJ of all places.

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