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Re: boston745 post# 13864

Wednesday, 02/28/2018 9:39:57 AM

Wednesday, February 28, 2018 9:39:57 AM

Post# of 41192
Good observation CL and thanks boston for adding it to your blog. Speaking of the blog I went back to read some of your blog posts starting with the first one from 9/11/17. I specifically wanted a re-read the quotes from the June 8, 2017 Nasdaq article to see the specific language used alluding to Zimmer's future growth coming from "mega-acquisitions." I've been musing whether there is any chance that the tantalizing news Zimmer is promising at the end of Q1 has anything to do with growth in their legacy products only; maybe something new that no one is picking up on. Here is the quote below from that article. Could it be something else? Let me know what you think.

"On a positive note, we look forward to the expected synergy from the recently completed LDR Holding acquisition, which should broaden and complement the company's musculoskeletal offering. This is in line with the strategy to grow through inorganic means by focusing on mega acquisitions.

Management is also striving to develop spine portfolio in order to cash in on the opportunities. Reportedly in the first quarter, Zimmer Biomet saw a 32.1% improvement in Spine and CMF segment. The company's spine offerings such as Mobi-C Cervical Disc prosthesis and Vitality Spinal Fixation System showed a considerable progress in performance.

Zimmer Biomet has been of late working to strengthen its foothold in the emerging markets that provide long-term opportunities. The company's strategic investments in these regions over several quarters with a view to enhance operational and sales performance are yielding results."


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