Glad you brought this up CL as this caught my attention too. The fact that the new CEO has strong spine experience is another clear signal that Zimmer intends to increase its revenues via the lucrative Spine market. Reading through old forums indicates that spine leadership is something Zimmer has lacked big time for well over a decade. Zimmer clearly intends on investing big in Spine.
New CEO strong spine & new Spine HQ in Colorado. Now they just need the right president to takeover their spine division and to acquire Amedica's Si3N4 tech!
CL101, I'm also very curious how AMDA would be valued (compared with LDR) in a merger scenario especially regarding the below intangible assets categories.
Data from Zimmer Annual report figures regarding LDR merger:
Intangible assets not subject to amortization:
In-process research and development (IPR&D) 2.0 mil