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Patterson Dental and Amazon Partnership

Henry Schein about to kick the can?

Patterson Companies, Inc. (NASDAQ:PDCO), Amazon.com, Inc. (NASDAQ:AMZN) - Patterson Companies: Something Sizeable This Way Comes

Shares of Patterson Companies, Inc. (NASDAQ: PDCO) plunged more than 23 percent to a new 52-week low of $36.46 as the company didn't announce an expected distribution deal...

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Another company will if Patterson doesn't.

Interesting anecdotal survey from this dentist:

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55% of the Patterson's dental business is consumables. Amazon could shut Patterson down within 6 month if they wanted to. There's no protection from Amazon's reach. What exactly is the incentive for Amazon to purchase Patterson? Patterson needs a lifeline like Amazon.

Another company will if Patterson doesn't.

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Walchirk would give his left nut for Amazon to buy Patterson.

55% of the Patterson's dental business is consumables. Amazon could shut Patterson down within 6 month if they wanted to. There's no protection from Amazon's reach. What exactly is the incentive for Amazon to purchase Patterson? Patterson needs a lifeline like Amazon.

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Net revenues were off 3% in the quarter. Walchirk will do anything to make a deal happen. Amazon or whoever.

Walchirk would give his left nut for Amazon to buy Patterson.

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Walchirk big time dodged the question on the earnings call about Amazon.

Net revenues were off 3% in the quarter. Walchirk will do anything to make a deal happen. Amazon or whoever.

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Walchirk big time dodged the question on the earnings call about Amazon.

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Maybe getting sued by the feds for not selling to small dental practices has to do with the success Amazon is having. If a company won't sell to you, wouldn't you buy product at the only place you could get it with an affordable price?

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I hope you know that you can find plenty of Patterson products on Amazon already. Even if there is no purchase by Amazon, the days of big dental sales organizations are over.

true and it really sucks because I love this industry.

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Here's to hoping dental is too small a market for them to care about. Insurance is much bigger and probably more profitable for them.

Save yourself and get out of dental. The good days were gone in early 2000's. So many better jobs out there these days.

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You can already find dental products and some medical devices on Amazon. There is reason to worry, however, the big plans Amazon has were just announced and they are going to focus on insurance and the PBM's. Huge news.

Here's to hoping dental is too small a market for them to care about. Insurance is much bigger and probably more profitable for them.

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I hope you know that you can find plenty of Patterson products on Amazon already. Even if there is no purchase by Amazon, the days of big dental sales organizations are over.

You can already find dental products and some medical devices on Amazon. There is reason to worry, however, the big plans Amazon has were just announced and they are going to focus on insurance and the PBM's. Huge news.

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The Patterson Companies rumors are swirling again this week with Amazon representatives in San Francisco. They have already been spotted at the Cardinal Health breakout and will be in attendance tomorrow at the Dentsply and Patterson presentations.

I hope you know that you can find plenty of Patterson products on Amazon already. Even if there is no purchase by Amazon, the days of big dental sales organizations are over.

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The Patterson Companies rumors are swirling again this week with Amazon representatives in San Francisco. They have already been spotted at the Cardinal Health breakout and will be in attendance tomorrow at the Dentsply and Patterson presentations.

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With all the web flash sales and pending Amazon deal, reps are solely becoming high-paid customer service reps.

The flash sale comment is the most concerning and why it really doesn't matter if Amazon partners with us. Dental is the easiest market in healthcare to tap into because sales reps are not needed. Maybe for implants but all the other stuff can be done online or over the phone. The best case scenario is each state has a rep but the days of a big sales team are short lived.

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The market for Amazon is too big to ignore and they know it.

Bezos has been eyeing the pharma market for 20 years.

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