Can anyone provide some honest feedback on the spine outlook next 3-5 years. Currently in another Stryker division with good relationships which may help in Spine. The area I'm considering currently does well. 30/25/45 MDT/Syk/"others". Pretty good income, low 200s. concerned with declining implants cost. current $750 for ped screw. rumor of $300 down the road. Any new tech to makeup for the declining price on commodity products? bad time to make the jump? currently in a lower stress gig avg $150k. Thoughts?
If stryker is serious about buying small spine companies they should check out Amedica. Zimmer still hasn't pulled the trigger and Stryker could benefit from Si3N4 in spine and total joints. Check out my blog as the research is good, Stryker should jump in and steal this at an undervalued price. https://stocktwits.com/symbol/AMDA https://amedicablog.wordpress.com/2017/09/22/index-page/
LOL at this idiot. You must have noticed that purchase at Nass as we walked right by your crap. Is that stock price real? All time low and you are begging for someone to purchase? And why is your blog all about Zimmer? If you used stryker instead they we would have probably bought it just to shut you up lol.
stryker spine is going nowhere, and is quickly become irrelevant. Number 6 in the US marketplace, will be passed by K2M in 24mnts. Little to no innovation to make up for pricing pressure on commodities products. Leadership is not spine focused, and if they haven't left the company already, they are looking to transfer to another division. President has never sold/worked in spine, VP of sales no previous spine experience, VP/ Area directors primarily MSD hold overs from the last failed VP, they rest are from Endo/ other non spine divisions of Stryker. Now to the BIGGEST lie... Stryker Spine is not buying anyone. Why would they? Kevin Lobo can drop 5-9billion on a spine company OR buy three to four other companies and start a new division (see Neurovascular, ENT, and the now defunct foot and ankle). NUVA, GMED, K2 all over valued. No leadedship, no innovation, no hope. I love my SYK stock, but spine is the Albatross of the company.
Its focused on Zimmer because Zimmer has basically seized Amedica through Dr. Bal who now has full control of Amedica. Also all signs point to Zimmer signing the letter of intent in 2015 which is the first step in M&A process. What the fake boston745 fails to recognize is the LOI likely has a no shop provision. To the person pretending to be boston745, I do not approve of your use of my avatar. You exposed yourself with this recent post.
What you gonna do about it penny stock faggot. Troll getting trolled and you cant handle it? Go cry to your daddy Dr. Bal. What the hell is he doing as a ceo of a wanna be spine company? Get the fuck out of here. Zimmer doesn't want that garbage either.
Since it seems to bother certain folks ill just continue researching and sharing the information. Good day to you.
Wrong Division. IVS (Interventional Spine) is separate from Stryker Spine. Vexim is a compression fracture system and ended up in the IVS bag. Stryker has no intention of investing in the Spine Division.
I share the same concerns. Been Spine for 7 years. Good territory based on solid relationships. Declining income due to implant cost. 1200-1000-800-600 for Ped Screws . Who knows when it will stop. I think Stryker has a whole is in a good position along with the company like Medtronic, have first dibs on contracts with hospitals. Higher utilization of lowers cost Screws is key. Still we be a wash, or shrinking income to half at this rate. Maybe a 125k gig in 3 years. Ride it out til it’s time to move on.
I’d like to see us buy GMED. The portfolio and new robot is just what we need to inject some life back into the division. My surgeons have told me that their Robot is the best piece of technology they seen in spine in 15 years.
How do the surgeons view GMED robot compared to MDT/Mazor. They seem formidable with the nav/robotics experience.
One of my customers just came back from Globus. The hospital is buying a robot for a couple of the neuros and asked for his opinion. To my dismay, he came back very impressed. He said it was better than Mazor.
Ive witnessed MDT accounts buy a Mazor only to have it sit in a closet. The Globot is great, much better than Mazor. If you’ve ever watched or done a Mako TKA, You’d hope that type of robotics would come to and be carried over to the spine division. That would be game changing, but time is of the essence. If Medtronic and Globus place robots before hand it’ll be hard to get hospitals to buy another, unless Stryker does a trade in.
We will not release a spine robot for at least 2 years. Stryker never moves that fast. We should’ve bought Globus.
I’ve seen both MDT and Globus robots...globus is better, but I’ve heard there are still issues. I also believe that if Stryker puts Mako Tech into a spine robot, everyone will want it. Mako knee cases are amazing and if spine adopted it I’m sure it wouldn’t be just a hole to drop a tap/screw through. If a robot came through with that tech those companies would be in big trouble.
Medtronic Spine is going downhill especially the infuse fiasco. www.cafepharma.com/boards/threads/spine-conneticut.617506/ https://www.medtechy.com/boards/companies/medtronic/6153 While they snap up ear nose throat? What the hell? https://www.nasdaq.com/press-release/stryker-completes-acquisition-of-entellus-medical-20180228-00751 Even nuvasive upgraded their product to porous spine with clinical trial proven peek porous https://www.nuvasive.com/news/nuvasive-announces-acquisition-vertera-spine/ And yet stryker still in animal phase testing pourous metal. What are trying to show off at aaos this year? While zimmer is embracing better material soon as well to gain market share in spine. www.cafepharma.com/boards/threads/amedica-and-zimmer-soon-to-be-one.612417/page-4
Zimmer is not buy Amedica...nobody is. The market cap is 7 million, they have lost so many people money and have been mismanaged from day 1. They should be a joint surface, total joint focused company, why spine?, Why did they ever buy US Spine, that was a waste. It would be so easy for anyone to buy them because they are so cheap....NOBODY WANTS THEM!!!!
