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Re: None

Wednesday, 11/21/2018 10:48:23 AM

Wednesday, November 21, 2018 10:48:23 AM

Post# of 41615
It's now clear as day to me after the CTL call that Sonny was pushing to quickly offload the spine business as part of their strategic roadmap. This was less about how much they could gleam, but how much they could redeem through future cost savings. Had this been pushed out further, they would have found themselves right back where they started eventually. It was costing them too much and the research from this R&D experiment was complete. He has kept the company on track with burn and expenses to create positive trajectory. They now just need to execute. They are in a good position financially speaking.

As far as Zimmer, or any other big company for that matter merging or buying them? They are in a prime time position for this to happen. Whether it happens for sure, I have no idea, but man they are cheap right now.
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