MUST-SEE tv IF YOU'RE A HEALTHCARE INVESTOR...
In case you missed it... Our Healthcare analysts Tom Tobin and Andrew Freedman dissected the latest healthcare earnings, offered their updated insight and took viewer questions live this morning on a number of key names.
Our Healthcare Team’s #ACATaper theme is in full effect... Mednax (MD) (one of our favorite names on the short side) reported earnings this morning and missed $722.3M vs $730M consensus, coming in right in line with our model.
Zimmer (ZBH) another one of our top short ideas reported this morning as well. Americas Knee growth for ZBH was down -1.8% in Q3. ZBH weakness reflects competitive share losses likely attributable to salesforce disruption due to merger with Biomet, as well as weaker demand for TKR.