I dont believe Zimmer can afford to let this go on much longer. Favorable currency exchange will eventually flip causing revenue declines. Zimmer needs to do something soon or suffer market weakening and all that comes with that.
In addition to that Zimmer is facing a big PR problem, as are all Ortho companies, with the growing awareness of Cobalt Chroimium toxicity. Since Hip/Knee make up 58% of Zimmers revenue this could be a major problem for them in the future.