Comments on: Medtronic is dead and all the innovation that goes with it (with me so far?) http://mediligence.com/blog/2009/06/21/medtronic-is-dead-and-all-the-innovation-that-goes-with-it-with-me-so-far/ insights, perspectives and inside data from the founder of MMD Wed, 17 Mar 2010 12:01:12 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Twitted by OrthoStream http://mediligence.com/blog/2009/06/21/medtronic-is-dead-and-all-the-innovation-that-goes-with-it-with-me-so-far/comment-page-1/#comment-3614 Twitted by OrthoStream Sat, 04 Jul 2009 15:06:51 +0000 http://mediligence.com/blog/?p=1533#comment-3614 [...] This post was Twitted by OrthoStream [...] [...] This post was Twitted by OrthoStream [...]

]]> By: David Locke http://mediligence.com/blog/2009/06/21/medtronic-is-dead-and-all-the-innovation-that-goes-with-it-with-me-so-far/comment-page-1/#comment-3608 David Locke Mon, 22 Jun 2009 21:31:52 +0000 http://mediligence.com/blog/?p=1533#comment-3608 Sounds like Medtronic is stuck in a red ocean. The radical innovator at least has the advantage that there are no alternatives to their product. <br><br>There is another issue in regards to financing. Realize that a doctor's AR is not an asset that they can get financing on. They cannot factor their receivables, because of the discounting done by the insurance companies. <br><br>If healthcare has a problem, it is the insurance companies. Sounds like Medtronic is stuck in a red ocean. The radical innovator at least has the advantage that there are no alternatives to their product.

There is another issue in regards to financing. Realize that a doctor's AR is not an asset that they can get financing on. They cannot factor their receivables, because of the discounting done by the insurance companies.

If healthcare has a problem, it is the insurance companies.

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