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Re: None

Wednesday, 07/26/2017 10:19:13 AM

Wednesday, July 26, 2017 10:19:13 AM

Post# of 41469
A few things

1.
Given the issues I was reading about on Trabecular Metal Dental Implants between 2012 - 2015 on Cafe Pharma and assuming this is valid feedback, Then it's easy to see why Zimmer would sign an LOI agreement to research Si3N4 back in 2015, and another reason why this has taken 2 years since LOI lead to any sort of BO. Not to say Zimmer and others weren't keeping a close eye on Americas progress prior, I just think these sorts of issues lead to mitigation plans that include definitive research published and completed prior to making the same mistake again. Meanwhile Zimmer Dental has been taking major hits on their ERs which is in line with the feedback. Sonny has emphasized over and over how their research will be rewarding. Lucky for us, the research has indeed been positive and smokes the competition in several key areas. 2 years since 2015 we now have several published reports to back the tech including some breakthrough reports on si3N4 Dental effectiveness. This leads me to believe they have what they need to make the plunge (not just including what they have been tracking for ortho, they would likely look at all areas of use)

TB Dental Implants

2.
Having had some time to absorb the last proxy. As many have stated already, they will likely be presented with a letter by Nasdaq on the 15th, then have to request a hearing. This ultimately buys them more time. With a that being said, Financials will need to be in as well. Of course this may all turn out to be a moot point if there is a BO announcement. If BO is the event happening then, the proxy does indeed as CL points out does hint at some things happening behind the scenes (timings, accelerated options) Let wait and see what the definitive discloses. The evidence is mounting for something big happening at literally any time now.

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