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MiMedx Group, Inc. Message Board

  • homebuilder_watcher homebuilder_watcher Feb 19, 2014 9:33 AM Flag

    Medtronic

    Reported yesterday, Not that I expected to see anything related to MDXG in the transcript but there was no mention. Not material to MDT at this point. I did catch the following in an analyst note though:

    "One of our concerns has been that the InFuse spinal biologic line could continue to hemorrhage sales. This quarter, the $113M was flat sequentially , giving us hope that the decline has ended. Healthy core markets (CRM and Spine) are key to MDT being able to grow at a higher rate."

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    • dannyj@snet.net dannyj Feb 19, 2014 1:34 PM Flag

      I am a little confused, could you explain the relevance of this to MDXG.?

    • Infuse is a remarkable product, stimulating bone growth in spinal bone fusion cases and elsewhere for bone growth. However, Infuse causes marked swelling and this could cause pressure on the spinal cord. This resulted in some paralysis cases and litigation. Likely some phycisions have stopped using the product. It is great for me and produces good bone. The product is very expensive and swelling are the negatives. Likely, Medtronic needs the epifix for a spinal patch to promote healing, decrease adhesions, seal the area and allow some natural bone growth without soft tissue/scar invasion. I see this product being much more important to them in the future as Infuse continues to lose market for this treament modality.

      • 1 Reply to docsurick
      • Thank you. On this site where one or two (maybe even three) of us regularly don't know what we're talking about when it comes to the technical details of these products, it's great to actually read something from someone who does.
        I've participated in selling a couple of small private ortho companies to MDT and selling a couple where MDT was their dominant customer. Even with their problems, they're still a 900 lb gorilla.

 
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