S+N being bought

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anonymous said:
No one has 17Billion or would want 10 different divisions that don’t talk to one another.
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Market cap at 12 billion fyi. Stryker market cap almost 140 billion and they have over 5 billion cash on hand. There’s a lot that can happen, especially if they are looking for production facilities world wide over our actual products…. Be easy to sell off a few divisions for them and keep what they want. Just saying, careful as SN is in desperation mode. 12 point 3 year plan coming to an end this year, and the way it looks they wanna blame it all on sales force for the way things turned out. The way SN has divisions segmented and separate it’s like they are begging for a sale and a scalp. No wonder why investors think shenanigans are at play.
 
Likely :
Arthrex or Globus buys ortho divsion
Remaining 2 divisions left to go it alone but will be rough road. Ask linvatec how hard it is being a stand alone sport company.
 
anonymous said:
Likely :
Arthrex or Globus buys ortho divsion
Remaining 2 divisions left to go it alone but will be rough road. Ask linvatec how hard it is being a stand alone sport company.
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Hopefully we sell to arthrex. My surgeons will jump ship with me so fast to wherever I want to go it will be awesome. Arthrex will watch half the SN Sales team leave with their surgeons, would be brutal to watch whoever tries to play with fire here.
 
anonymous said:
Hopefully we sell to arthrex. My surgeons will jump ship with me so fast to wherever I want to go it will be awesome. Arthrex will watch half the SN Sales team leave with their surgeons, would be brutal to watch whoever tries to play with fire here.
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The whole reason SN is in this position is because Ortho reps have been donkeys losing double digit share, so nice threat
 
anonymous said:
The whole reason SN is in this position is because Ortho reps have been donkeys losing double digit share, so nice threat
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You can’t even get us implants and instruments surgeons want to use. The jokes on management here. How poorly can you manage things, or……. Like investors are crying outloud currently the books have been cooked and it’s known to short sellers and those alike. Only so many years you can cook the books before it catches up to you. Welcome to smith and Nephew current issue, so obvious the CEO had to go on TV to try and defend the accusations but utterly failed at doing that. The cat is out of the bag at this point, the algorithms have targeted SN. 100,000,000,000% on leadership.
 
CFO openly talking about letting orthopedics go still. Wonder if our CEO appreciates this after telling shareholders all is well.
Seeking alpha report last month.

Smith & Nephew (NYSE:SNN) quickly edged higher by ~1% after a report that it's considering a break-up amid activist pressure.

The medical equipment maker has outlined scenarios where it can evaluate options for its orthopedics division, according to a report fromThe Times on Tuesday, which cited people familiar with the matter.

Smith & Nephew Chief Financial Officer John Rogers told investors last week in a breakfast meeting that although he was committed to the unit, he would consider options for the division if growth in the US orthopedics reconstruction market US doesn't "sustainably improve," according to the report.

The latest update comes after reports in November that shareholders were looking for a shake-up in Smith & Nephew's (NYSE:SNN) orthopedics division, which may be a potential spin-off candidate. Swedish activist investor Cevian Capital disclosed a 5% stake in the UK-medical device maker in July.

The activist pressure follows as Smith & Nephew (SNN) shares fell 10% last year amid supply-side constraints and multiple leadership changes.
 
The ortho space is crowded with Robotics. I counted 31 ortho Navigation systems on the market. Soon the M&A sharks will be acquiring these small-cap companies. I think the advantage that some companies have over others is the surgical DATA that is cloud-based. I do not think to date that any of these robots are being billed and or reimbursed for the technology. I am to be off the Ortho Hampster wheel.
 
Applied medical is private, they would have to pay a premium per share to get investors
Vote to take SN private. Not likely unless they way overpay for the cooking of the books going on here investors keep yelling about. This CEO has killed SN. Final nail in the coffin coming December when he has to lay off a ton more people to hit his goal. Hitting goals through layoffs and not actual number's will be this CEO’s SN legacy. Never seen such a cluster F like we have now. Sad time for SN.
 
We have 4 different managers telling us to get open orders and not one person telling us what’s open and where. They fired all the people who did the work, now management and area leaders just sit around and make other work for them. Insane how SN works these days.
 


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