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semi_infinite

03/03/20 3:53 PM

#21129 RE: DewDiligence #21124

Do you see a repeat of China's experience here at US hospitals? ie almost all resources devoted to Covid-19 patients?

BTW - I lump VCEL into ZBH/SYK/SNN group because it is an adjacent market (younger people with bad knees but not bad enough for TKR). Smaller market - around 1/10th the size of TKR is what company is targeting.