Jan Wald
Jan Wald
among employees
There's a lot of frustration among institutional shareholders and employees who own the stock.
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.
bid learnt sensitive
It's still a possibility. But the valuation is high, and one thing we learnt from the J&J bid for Guidant is they are very sensitive to valuation.
bid learned sensitive
It's still a possibility. But the valuation is high, and one thing we learned from the J&J bid for Guidant is they are very sensitive to valuation.
bent
It underscores why they were so bent on doing the Guidant deal.
They were being nickel-and-dimed by J&J. They had to get out of that loop.
boston company fda gain permit product quality saying scientific seemed until
What the FDA seemed to be saying is that it doesn't know if Boston Scientific has a systemic, corporate-wide quality policy, and until it does the FDA will not permit the company to gain product approvals in adulterated plants.
boston deal power reach scientific
Boston Scientific will do everything in its power to reach a deal with Guidant.
asked certainly noise questions raised
After all the noise they made, there would certainly be a lot of questions asked (if they raised their bid).
along believe boston deal matter small strategic
I don't believe these things are going to matter for Boston Scientific. This is a strategic deal for them and these are small perturbations along the way.
company education loses market money training
One thing the company loses by not being part of J&J is not having more money for market development education and training
time
But that is an awfully long time to look out for pharmaceuticals.
acquire growth investors rate
My sense is J&J is going to have to acquire to get a growth rate that investors will think is respectable.
feeling
I have a feeling that Temecula is pretty safe.