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March 14-18 - American Association of Orthopaedic Medicine Annual Meeting 2017

March 14-December 31 - Canaccord Genuity Musculoskeletal Conference

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Orthopedic and Dental Industry News

April 2003

Rumors of the death of Product Mix price increases greatly exaggerated BY EDITOR, APRIL 21, 2003

Exhibit A: Stryker Exhibit B: Interpore Cross Not to pick on Merrill Lynch... but, and we quote, "Product mix benefit may slow a tad... we suspect this mix benefit has been largely realized." Cementless hip stems, metal on metal components... more

First Quarter's Recon Revenue Growth Rate - so far 20-24% BY EDITOR, APRIL 21, 2003

As the following table illustrates, revenue growth rates for the first week of earnings season are ranging from 15% for Interpore Cross to 32% for Synvisc' (sold by Genzyme Biosurgery). The DePuy and Stryker (#1 and #2 orthopedic market share,... more

Who is listening to those earnings calls? BY EDITOR, APRIL 14, 2003

Earnings season starts this week with the Tuesday, April 15th release of DePuy/Acromed's first quarter results (as buried in JNJ's release) and continues until mid-May when Sofamor Danek's numbers for the April quarter (Medtronic, Sofamor Danek's parent, is on an... more

Merrill turns bearish on Orthopedics while Stephens puts its money into a sparkling Gem of a spine center. Guess who we think is the smarter investor! BY EDITOR, APRIL 7, 2003

Merrill Lynch's ratings downgrade of, in effect, the entire Orthopedics industry will rank, we think, with Business Week's infamous "Death of Equities" cover story - which coincided with the beginning of the greatest bull market in history - as one... more

Stephens funds a multi-faceted Gem of a Spine Center. BY EDITOR, APRIL 7, 2003

We attended last week's dedication of the new, 12 story Jackson T. Stephens Spine and Neurosciences Institute at the University of Arkansas for Medical Sciences and came away very impressed with the size and dedication of the new research and... more


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