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Zimmer Biomet Holdings, Inc. (ZBH)

NYSE - NYSE Delayed Price. Currency in USD
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121.22-1.71 (-1.39%)
At close: 04:03PM EST
121.22 0.00 (0.00%)
After hours: 06:03PM EST
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  • M
    Matthew
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  • L
    Lynton
    What a Disappointment!

    Revenues down (core business decreasing a real concern), Guidance lowered. Nearly all categories of expenses increasing. Like many, losing confidence in the direction this company is headed. May be time to move on.
  • L
    Lynton
    I'm out. Q3 Transcript expects Q4 to be similar to Q3 results (not good). Per Transcript, 2022 is expected to be flat in revenues, again similar to 2021. The current price reflects a premium for this stock, the numbers don't support this premium. It appears that a large increase in R&D expenses, more than likely company pushing all they can into this bucket to show investors they are working on additional R&D for the future. When in reality they may be collecting dollars to justify the earnings adjustments they have been reporting. I believe the large increase in R&D expenses will be audited for validity. With the outlook flat for Q4 and 2022, no dividend to help the cause, debt payments, and potential market turmoil, I am out until this company shows signs of growth.
  • B
    Borja
    I am out also. Worst is to see underperformance compared to peers. R&D investment is tricky as it may not be able to activate... and thus it may be expenditure only.
    I understand management bold decision but it may or may not work. Leading the industry may need to come from such bold decisions since ZB has tough competition.
    My view is keep an eye on them, they are on the edge of a cliff they can fall but also they cam reach the top to see the best views...
    They are loosing the match but the match is not over!
  • L
    Lynton
    Watching Results

    Not expecting any Revenue movement. Zimmer purchased Biomet, combined Revenues roughly $8B, seven years later, Revenues roughly $8B. Revenue remains flat?

    Increasing expense ratios. Debt reported past Quarter increased to $7.85B. Did results make enough money to pay notes, or did debt increase again?

    EPS, past Quarter EPS $1.90 ($.67 profit, $1.23 write offs). Are adjusted earnings still being used to make the numbers work? Lets hope adjustments are turning into profits?

    Hoping for better results. Not interested in any more "Pent-Up" demand talk, or talk about vanity R&D projects.
  • D
    Dan
    More excuses for poor management ( bla, bla, covid, bla bla R&D, bla bla consolidation, bla bla spin off ) while competion continues to eat ZBH's lunch. Sales are down again and expenses are up again while they (in a drunkin stupor) continue to slap each other on the back and attest "We are the best in the industry".
  • H
    Haman
    Growing from a market cap of 1 billion to 1,000 billion within two years, invest in the most profitable resource,profit guaranteed. Contact Alessandro Dante on Facebook.
  • S
    Steven
    Are they ever going to spin off spine and dental? Seems like they are slow rolling it.
  • L
    Lynton
    Increasing the debt, renewed going forward pricing pressures, and the spin off of Dental and Spine (spinning off more than likely means they couldn't find a buyer, not marketable segments) makes the outlook in question. Agree it has been a tough year, but leadership doesn't seem to be reacting accordingly.
  • L
    Lynton
    The historical norm for a company in this sector growing high single digits and earnings in line, typically maintains a PE ratio between 20-30. Currently this company doesn't have the sales or earnings to support its 58+ PE ratio. Like the company sector, but not enough upside at current ratios.
  • L
    Lynton
    Some credit due for the spin the company executives put on a soft quarter. The inability to make meaningful debt reduction is a lingering concern. The company may not financially positioned to combat the never ending litigation processes (lawsuits, recalls, product liability issues) that regularly occurs in this type of business. The debt seems to be manageable, but only if the business dynamics remain positive. High profit core implant growth patterns are concerning. Leary that the new technology platforms being highlighted can add meaningful dollars to the bottom line. Nice technologies to talk about, but time will tell if they play out. Undoubtedly, the current political health care climate will reinstate pricing pressures going forward. Every quarter the company boasts how good their management team is, a little less bragging and a little more growth/profitability would be reassuring. The stock price is favorable because of the overall market, if the market begins to pull back, the price will pull back quickly without some real sales growth. Is the risk greater than the rewards?
  • s
    stocktargetadvisor
    $ZBH
    Reiterated by Robert W Baird Buy
    Initiated by Raymond James Financial Market Perform
  • S
    StockStuffer
    $ASYS conversation
    The robotic surgery market includes
    $MDT market cap 158B
    $ISRG market cap 94B
    $SYK market cap 91B
    $ZBH market cap 34B
    $EDAP
    A lesser known play that uses high frequency ultrasound to target cancer without the incision is EDAP if you want to broaden the portfolio. The robotics guides the waves and essentially burns the cancer cells killing them and the body takes care of the rest.
  • D
    DueDiligenceSmart
    AcelRx Pharmaceuticals, Inc.
    $PFE $MRK or $ZBH bidding war for ACRX... ACRX jumped 10% on Volume... news leak!
  • L
    Lynton
    Good news sales coming back, bad news where's the money. $2 billion in sales and only $142 million in net. Seems like a big gap. Most of the large joint product lines supposedly have a 50%+ margin. Something seems out of line. $1.90 adjusted earnings, only $.67 in the pocket, versus $1.23 adjusted, company appears to be struggling finding dollars. This is confusing as the margins are supposedly high, and the sales are coming back. Where's the net profits?
  • T
    The Batman
    50% drop in 1 month?! I used to own this stock. Anyone care to comment on what has happened (other than the obvious Covid stuff)?
  • a
    annie
    Does anyone have an opinion on the earnings tmrw.?
  • T
    The Batman
    Great results followed by immediate large drop. The norm on wall st it seems.
  • A
    Anonymous
    What happens in 2021 when Lorecicivant comes to market?

    https://www.fiercebiotech.com/biotech/conversation-osman-kibar-ceo-samumed

    SNIP:
    Take Samumed’s lead program, lorecivivint, which is in phase 3 for knee osteoarthritis. There is no treatment for osteoarthritis that reverses damage to the joint, so doctors focus on managing symptoms: They prescribe exercise and weight loss to improve muscle strength and reduce burden on joints as well as drugs such as painkillers, anti-inflammatory meds and cortisone injections. Some patients may eventually undergo joint repair or replacement surgery.

    Lorecivivint is designed to fix joint damage, so patients don’t need to go through all that.

    Samumed expects its phase 3 osteoarthritis study to read out by the end of 2020 and hopes to submit lorecivivint for FDA approval in the first quarter of 2021.
    Samumed CEO Osman Kibar discusses regenerative medicine, drugging the Wnt pathway and his company's unorthodox journey.
    Samumed CEO Osman Kibar discusses regenerative medicine, drugging the Wnt pathway and his company's unorthodox journey.
    www.fiercebiotech.com
  • A
    Anonymous
    $ZBH
    Target Raised by BTIG Research Buy USD 160 » USD 173