Replies to post #208606 on Biotech Values

[DewDiligence]

ZBH is a strong beneficiary of The Global Demographic Tailwind, and I recently mentioned it in #msg-128046924.

I remain mystified, however, by the persistent negative pricing growth (#msg-126194402).

[DewDiligence]

I bought both Zimmer and Stryker as a Trump Trade figuring that if people feel they were to lose health care, these two companies would benefit over the short term. Zimmer (+15% ytd) has performed nicely but Stryker (+2%) has been running in place.

Until the Biomet merger, Zimmer (then ZMH) and SYK traded in lockstep to the point that you could superimpose their price charts and see only one curve. That's apparently not true anymore.

[DewDiligence]

ZBH dumps CEO—pre-announces soft quarter:

https://finance.yahoo.com/news/zimmer-biomet-announces-leadership-transition-203000408.html

https://finance.yahoo.com/news/zimmer-biomet-reports-certain-preliminary-203100051.html

Despite all that, the stock is down only 1.4% in AH trading.