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Saturday, 07/21/2018 5:30:58 PM

Saturday, July 21, 2018 5:30:58 PM

Post# of 40985
Hello REAL BULLs:

First off, OSI involvement topic again:

https://imgur.com/a/tUAkPFh

Basically, the BEARs want to tell the whole world that "oh, look, look, it's not Zimmer, it's OSI, so sell your shares...LMAO."

Zimmer + Biomet planned all this, way before Zimmer & Biomet Merger in 2014!!! Just keep reading.

The REAL BULls that already did their research/DDs should know that:

1. Orthopaedic Synergy, Inc. (OSI) owns OMNIlife Science Inc.

2. Zimmer's President of the Orthopedics Implant Division, Guy Mayer, joined OSI back in 2013 as a BOD.

https://www.zoominfo.com/p/Guy-Mayer/382663

3. OSI helped Amedica to design their solid MC2 silicon nitride femoral - then, they ran a biomechanical testing with a STRATEGIC PARTNER, which is Zimmer (Amedica femoral head articulates against Zimmer's acetabular cup) & yielded better results than the gold-standard femoral head, which use ZTA biomaterial.

http://www.amedica.com/news-media/press-releases/detail/95/amedica-announces-results-of-independent-femoral-head-wear

As you can see from the image I posted last time:

https://imgur.com/a/g2mKZhF

Hips & Knees are Zimmer's bread & butter (main income). Also, Zimmer holds #1 spot in these 2 industries. It makes perfect sense for Zimmer to find ways to cut cost by trying to have their own brand in femoral heads for their hip replacement product lines without having to get the supplies from the middle man (current gold-standard, ZTA biomaterial) & also to compete and steal their market share in the future as well...since Si3N4 biomaterial is safer & perform better than others. In addition, they have to defend their pot of gold as well. This will lead to a logical point that Amedica hip testing' strategic partner is Zimmer, which means it can't be Zimmer's hip business competitor. If their competitor is the strategic partner, then why they bother to test Amedica's Si3N4 femoral head with Zimmer's acetabular cup??? MAKE NO SENSE!!!

Once the test is successfully done:

We are seeking a strategic partner to develop and commercialize our total joint replacement product candidates. We will be reliant on our strategic partners to develop and commercialize a total hip or knee joint replacement product candidate that utilizes silicon nitride-coated components, although we have not yet entered into an agreement with any strategic partner to develop products with these silicon nitride-coated components and may be unable to do so on agreeable terms. In order to succeed in our joint commercialization efforts, we and any future partners must execute effectively on all elements of a combined business plan, including continuing to establish sales and marketing capabilities, manage certified, validated and effective commercial-scale manufacturing operations, conduct product development and testing, and obtain regulatory clearances and approvals for our product candidate. If we or any of our strategic partners fail in any of these endeavors, or experience delays in pursuing them, we will not generate revenues as planned and will need to curtail operations or seek additional financing earlier than otherwise anticipated.



https://www.sec.gov/Archives/edgar/data/1269026/000149315218002146/forms-1.htm

So this plays well with their plan of "SALE of the company" as stated in their recent S-1 filings (Page 1)!!! Hence, we are waiting for the merger announcement with Zimmer!!! Three straight years audited Balance Sheets is for Merger event & share swapping. Zimmer already registered their shares with SEC in their filings months ago.

4. Now this is the fun part (new DDs):

The journey began when George Cipolletti, David LaSalle and Edward Cheal, PhD, formed Apex Surgical, LLC in 1999.



http://www.omnils.com/our-company/history.cfm

Company Description

Zimmer Biomet Apex Surgical, Llc is a Domestic Limited Liability Company located in , Ohio. The company was registered on 2011-12-29 and it is approximately 6 years years old. According to Ohio business register Zimmer Biomet Apex Surgical, Llc status is Active.

Zimmer Biomet Apex Surgical, Llc agent is Derek Justin Fox. We don't have information about this agent address.

There is 1 director in Zimmer Biomet Apex Surgical, Llc.



https://businesswiki.info/company/oh/2070852/zimmer-biomet-apex-surgical-llc

https://opencorporates.com/companies/us_oh/2070852

& THE CONTACT PERSON:

https://www.linkedin.com/in/derek-fox-09684072

https://www.linkedin.com/in/derek-fox-942a72155

https://twitter.com/djf1434?lang=en

http://www.biomet.com/campaign/footAnkle/findADistributor.cfm?stateSelected=Pennsylvania

http://www.zimmer.com/medical-professionals/distributor-list/0018000000McKTYAA3.html

https://www.explorehudson.com/list/member/zimmer-biomet-apex-surgical-llc-4250

NOT A SURPRISE AT ALL after all...

Biomet was found by Zimmer former employees

Apex Surgical LLC was found by Biomet or Zimmer former employees as well.

...

THE ABOVE INFO. SHOULD FURTHER CONFIRM THE MERGER COMPANY THAT THE REAL BULLS ARE WAITING FOR IS ZIMMER BIOMET!!!

This also matches the timeline and info. that someone posted on the spineblogger website in 2011:

1. Zimmer will acquire Biomet (done)

2. Zimmer will acquire LDRH (done)

3. Zimmer will acquire Amedica as well (we are waiting on this)

The timing of the info. that person posted was in 2011, which was the year Zimmer & Biomet formed Zimmer Biomet Apex Surgical LLC (3 years prior to their merger in 2014). In 2010, OSI (OMNI Life Sciences owns Apex Surgical LLC) signed joint development agreement with Amedica to help them to design the femoral head, so they can test with Zimmer's cup. There must be some forms of confidential agreement between Zimmer Biomet & OSI. You see how Zimmer was hiding behind layer after layer to pull strings on Amedica to test the tech. Their approach was trying to without alarming the whole ortho industry that their Trabecular Metal (Tantalum) was a flop biomaterial after all...while they can fully, slowly confirm the performance of Si3N4 tech using AMDA's investors $$$ (as their secret weapon)! Shall Si3N4 tech performs as expected, then acquire the tech, if not, walk away free, no-risk approach for Zimmer!

Also, before merging with Amedica, it's normal for Zimmer to have their surgeons to oversee Amedica's clinical studies, planted BOD & CEO in Amedica, planted VPs to run Amedica sale & to set up all the deals before fundamental transaction with Zimmer. In short, AMDA' Si3N4 is a MUST HAVE tech for Zimmer!

=====================

A quick note regarding Global Star Inc merger comparison. Basically, the BEARs' sending a message to tell the REAL BULLs that once Amedica merger news out, it will drop lower than the current trading price, just like the way GSAT stock price performed...LMFAO!!!

THE FACT:


https://www.globalstar.com

1. GSAT outstanding shares = 1.2 BILLION shares (yes 1,200 millions shares) with 100 of millions of convertible securities too.

*** AMDA OS is just a few millions

2. Their revenue was $110 mils per year

*** AMDA revenue was around $12 mils (should be at $20 mils after revenue fully recognized from uptick in sale in 2017)

3. Yearly operating loss is around $69 mils per year

*** around $11 millions

4. GSAT 's long term debt alone is around $500 mils

*** AMDA has $0 debt by now

5. Market Cap valuation at the time the merger news was out = $1 Billion

*** AMDA's current Market Cap is less than $4 millions - LMAO - Shake my head - Thanks to front-running, NAKED shorting from manipulators.

6. GSAT merger was just a combination of 2 subsidiaries from the same parent company - to shuffle the books.

7. GSAT's Total Addressable Market is just a fraction of Si3N4 tech's TAM.

*** AMDA's minimum TAM is $45 BILLIONs - Look for Global Market Size - AMDA's tech is unique. AMDA is a material company not just in Spine medical device.

https://imgur.com/a/g2mKZhF (all info. from Zimmer's 10Ks)

8. THEY DON'T HAVE 5G spectrum like Straight Path...IT WAS JUST A HYPE afer Straight Path acquision by Verizon, so their Market Cap once was almost $3 billions. Straight Path does have 5G spectrum. Global Star only has mobile satelite voice and data services with some owned & leased satelites. Their SPOT, GPS tracking products are similar to other companies' & sold all over the internet...nothing really special...anyway, good try though Bears!!!

======================

Currently, Zimmer' Spine business only hold 7% of the Spine TAM (#5 spot). AMDA's CSC tech (holy grail in spinal fusion implant) can easily help Zimmer to steal tons of market share from the 2 big players in Spine industry (mainly based upon PEEK biomaterial), which made up 70% of market shares (around 7 Billions yearly revenue out of $10 Billions Spine Market Size)...just google around you will know who they are. Every 10% revenue taking from the 2 big players will translate into $700 mils, which equates to $3 Billions Market Cap valuation for Zimmer!!! This is just for Spine not even including other types of revenue. Now you think hard & see why this company is heavily under attacked!!! They are not here to make millions in shorting the stock. It's a collusion of several parties tried kill the development of Si3N4 tech & tried to BK AMDA. They tried, but it's not happening.

a. NO BK

b. Si3N4 tech clinically performs as expected

c. most importantly, the tech is about to transfer to Zimmer! Zimmer has the resources to commercialize the tech (yields growths & profits), to further develope the tech (more growths, more profits) & to protect the IP in legal front, etc...

=====================

A quick note on Japan again, which I already posted tons of info. in previous posts:

https://www.emergobyul.com/resources/japan-process-chart

https://www.pmda.go.jp/english/review-services/outline/0001.html

QMS process - ISO image on AMDA's twitter page = August 03, 2017 in effect.

GMP/QMS/GCTP Inspection & Regulartory Review simultaneously in process.

1st attempt of clinical studies consultation in Summer 2016.

2nd attempt of clinical studies consultation, which was favorable & accepted sometimes in June 2017.

If you look at the flow of the process, application must be submitted together with ISO Certification - sometimes in August 2017. At thalman conference in September 2017, Sonny clearly said "recently submitted application in Japan & expect to see clearance in that market too".

Japan class 3 medical devices clearance process takes up to 11 months...Japan Clearance news is just around the corner - any day now, REAL BULLs.

More details in some of mine past posts.

=======================

99% M&A already, I am waiting for the strategic announcement (1%). I can't wait to read the details of the deal! Also, don't listen to the ill-advice from sharks that tell you to set stop-loss!!! Market Makers trigger stop-losses to drive price down. Sharks are getting more & more aggressive. So be careful!

Come on Japan, it's about time to clear the last piece of puzzle...so they can announce the pending Merger! AMDA is being dressed as a perfect target. There must be some meaningful #s (in deals) for Zimmer's big investors to evaluate the high fundamental transaction valuation in the range of billions (synergy valuation of Zimmer + Amedica). Up to this moment, the timing of the merger announcement, 2 scenarios:

a. as soon as the Japan Clearance news, merger news will follow

b. announce merger news, while the merger is being closed, Japan Clearance news will pops up in between.

Also, in the case of M&A, all the convertible securities conversion price will be adjusted accordingly. So the fully diluted total shares will not be as high as some claimed. Just read AMDA's latest filings under "fundammental transactions" conversion price.

At the minimum, what I am expecting is 1:1 share swapping + CVR on IPR&D milestones payout (you must hold & vote your shares for the M&A to close successfully to receive this). AGN paid TBRA almost $1 billion on CVR payout back in 2016. So don't under estimate the amount of CVR payout, could be substantial. Again, many info. can be found in my past posts.

Please mark this post as sticky. Thank You!
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