Jan Wald
Jan Wald
needs
J&J needs something like Guidant to revitalize its growth,
boston buying good insider investors scientific
I think investors do take insider buying as a good sign, and I think they especially wanted Boston Scientific to do it.
appears doctors faster fresh good perhaps portion willing
It appears that a good portion of doctors are willing to give Guidant a fresh look in their practices, and perhaps faster than most believed.
amazing events turn
I think it's an amazing turn of events.
chance good sure
I don't think it's a sure thing by any stretch, but I think they have a good chance of making it.
buying company easy faces growth half impact johnson problem size
The problem that Johnson & Johnson and any company even half the size of Johnson & Johnson faces is buying something that can impact their growth rate, and that's not an easy task.
boston heard scientific single
I haven't heard from a single Guidant shareholder who doesn't like the Boston Scientific deal.
accused answer both devices medical
In investors' minds, they've been accused of being a one-trick pony, and they don't have a pipeline. If they get Guidant, they answer both those questions. They'll be in one of the fastest-growing medical devices markets, for implantable defibrillators, and they'll have Guidant's pipeline.
ask boston hold holding johnson paper rather whether
If you're a Guidant shareholder, you have to ask yourself whether you'd rather hold Boston paper or Johnson & Johnson paper. I would rather hold Boston, because I'm holding Guidant for growth.
closing concerned delay interest though
Integration is going full-speed ahead. I don't think they would be concerned by a two-week delay in closing the deal, even though there's an interest payment.
relationship speech
If the relationship has been adversarial, the FDA, we believe, would not be as accommodating, even in speech.
hurting
I think of all the pieces, it's pharmaceuticals that are hurting them the most.
bent
It underscores why they were so bent on doing the Guidant deal.
less serious
It's less serious than I thought it was.