Biotech Values

[DewDiligence]

SYK ZMH – Orthopedics and the demographic tail wind:

[hip/knee procedure counts] expected to double between now and 2030

That's long term, but in current economic headwinds, procedure volumes of hip and knee replacement should decrease more than those of less discretionary orthopedic reconstruction. So, which company do you think should be less vulnerable in the near future?

The two companies I mentioned — SYK and ZMH — have already been re-priced downward by investors to account for the effect you just mentioned. Here are the one-year charts:





Both stocks are now long-term buys, IMO.