We'll be fighting in the streets, with our children at our feet
And the morals that they worship will be gone
And the men who spurred us on, Sit in judgement of all wrong
They decide and the shotgun sings the song
I tip my hat to the new constitution, take a bow for the new revolution
Smile and grin at the change all around me, pick up my guitar and play
Just like yesterday, and I'll get on my knees and pray
We don't get fooled again, don't get fooled again
The change it had to come, we knew it all along............................
Yes fellow bloggers, some of you would love to imitate The Who and urinate on a monolithic slab while singing we won't get fooled again. The last couple of weeks have established a precedent in spine, whereas, more acquisitions are coming. Protecting and solidifying market share is the primary concerns of the Medtronics, DePuys, Strykers, Biomets, Zimmers and Smith and Nephew. These are the companies that hold the key to the Emerald City. DePuys acquisition was a diversification strategy, adding strength across the board, rather than just focusing on spine. Double D and the BOD at Zimmer must do something or be laughed out of spine. Smith and Nephew needs to flex its muscle and finally pull the trigger on a spine company. All talk and no action makes for a bad reputation. Stryker not only enhanced its portfolio with the recent acquisition of Orthovita, Vitagel and Cortoss will add more leverage in negotiating deals with its customers. So, Who's Next? Who will be the next company to be acquired? All of these companies have cash reserves that allows each one of them to pull the trigger. Why? Because contrary to popular belief, they know that a change is coming to the way healthcare will be delivered in the next ten years.
Will it be Globus? Will it be Nuvasive? Will it be K2? If the price is right, TSB believes that someone like Stryker will pull the trigger on another company, unfortunately, TSB does not believe it will be Nuvasive because the Purple People Eaters believe their stock is worth upwards of $50 per share, and contrary to the accusations directed at TSB, Nuva still has the best lateral device in the industry, and until they are unseated, it's good to be king. So why Stryker? Because they almost pulled the trigger on Globus once before. Because there is too much uncertainty and anxiety exhibited by many people in the industry. No one is sure whether they will have a long-term job until there is some stability, and that will only happen when all the deals are done. TSB wants to know what our bloggers think, Who's Next?
Remember what Roger Daltry sang; I'll move myself and my family aside, if we happen to be left half alive, I'll get all my papers and smile at the sky for I know that the hypnotized never lie...... meet the new boss same as the old boss.