Tiger's 5 quick takes:
1/ Ortho Access Wars
This move validates my point that innovating in Ortho has gotten harder and harder over the last 5 years. Big Ortho cannot compete with innovation, so they must compete by controlling access - its a game of contracts, access, GPOs, trimming sales reps wings, VAC committees, etc. Recall that ZB spun out their Spine business into public entity called ZimVie (total disaster) and Stryker divested their Spine business to VB Spine (TBD). My friend Rick Gerhart says it best, " Pricing is back to the late 80’s or early 90’s level. With the cost of doing...
