Replies to post #241450 on Biotech Values

[DewDiligence]

ZBH’s 2022 guidance assumes the fading of Omicron will fairly quickly be followed by a peak of yet another COVID variant. No other company I’m following has such a scenario as its base case, AFAIK.

Does any other public company have such a base-case scenario? If so, who? TIA

[DewDiligence]

ZBH has a collaboration with Apple Watch that improves post-surgical patient care and generates incremental margins on ZBH’s orthopedics sales:

https://finance.yahoo.com/news/zimmer-biomet-announces-one-data-120000697.html

Zimmer Biomet Holdings…today announced one-year data from a multicenter, prospective, randomized controlled trial to evaluate the impact of mymobility with Apple Watch, a first-of-its-kind remote care management platform. The data show that using mymobility with Apple Watch following primary knee arthroplasty, commonly known as knee replacement, can effectively guide rehabilitation, demonstrate similar outcomes to traditional care models, and significantly reduce the number of outpatient physical therapy (PT) visits.

In addition, use of mymobility with Apple Watch was associated with significantly fewer surgery-related emergency department (ED) visits, which could translate to lower costs of care. The data will be presented at a podium session at the 2022 annual meeting of the American Association of Hip and Knee Surgeons (AAHKS).

[DewDiligence]

ZIMV +52% on divestiture of spine business—leaving a pure-play dental company:

https://finance.yahoo.com/news/zimvie-announces-definitive-agreement-sell-130000834.html

ZIMV is a 2022 spinoff from ZBH.