Tue, Sep 2, 2014, 12:26 AM EDT - U.S. Markets open in 9 hrs 4 mins

Recent

% | $
Quotes you view appear here for quick access.

Allergan Inc. Message Board

  • raiderzfan192 raiderzfan192 May 19, 2010 6:03 PM Flag

    AFRICA (JNJ, others) FITS SOUTH AMERICA (BVX)

    I saw this a while back and heard more about it recently as the BVX action looks too odd. Like someone is beating it down ahead of a buy. The small guy looks like he has advanced stuff with the big guy(s) trying to steal it. Management seems complicit. Do they already have a deal in the bag?

    Maybe more than one acquirer involved here as saline surgical technology is really hot right now. MDT is deep into that area with Salient Surgical Technologies. Don't bother calling BVX. They can't or won’t say anything. The real question is it may take two firms to fully exploit all this intellectual property. Is the acquisition move imminent?


    Africa (JNJ, maybe others) fits South America (BVX)
    COMMENTARY and OPINION

    JNJ Divisions = Africa...........................................BVX "Breakthrough Innovative" New Products = South America

    DePuy Orthopedics................................................BOSS for large area orthopedic implant saline vessel sealing
    No vessel sealing or electrosurgery tools...............General cauteries from BVX as well as world name generators. A clear synergy to DePuy in a fierce implant arena.

    ETHICON ENDOSURGERY
    Getting killed in the saline mkt.
    by Salient Surgical Technology. (SST)...................SEER and Laparoscopic SEER for liver resections.
    ETHICON HAS NO REAL
    SALINE CAPACITY..............................................Vessel “Cut N Seal”. Far superior than Salient Surgical Technologies (SST’s) Aquamantys.

    Codman/Surtleff Laparoscopic...............................MEG advanced Lap tools with Saline/Helium/Argon PLASMA is COMPLIMENTARY TO C&S product line–not competitive.
    .................................................................................J-Plasma with ARGON for deep penetration and Helium for shallow will be a FIRST in advanced surgery.

    SurgRx (Limited saline mkt. penetration)...............SEAL N’ CUT/SEER for general vessel sealing. SurgRx is only meant for 7mm large vessels which BVX can’t address.
    No Electrosurgery(e/s) Generator MFG.................BVX e/s products are COMPLIMENTARY to SurgRx ($300 million acquisition value but NO generator mfg.).
    ERBE formerly made SurgRx generators...............ERBE lost that business and now finds itself a direct competitor to J-Plasma/ARGON from BVX (And soon JNJ).

    JNJ Skin Care Division...........................................J-Plasma for Psoriasis and wrinkle treatment (Superior to Palomar)
    JNJ’s new Stelara Drug for severe Psoriasis...........Opportunity for combination with J-P Psoriasis therapy.

    Tissue Welding Omrix/EVICIL
    (Requires a tunable Plasma/Laser)..........................Helium Plasma is the first affordable, energy-tunable device to optimize Omrix tissue welding.
    Omrix home is in Israel...........................................J-Plasma was in Israel during final Omrix testing. Top engineers at BVX are Israelis. Hmmmm.
    Vast Skin Care Division dermatology contacts.......Current 150 end user BVX J-Plasma clinical protocol will be the BVX J-Plasma install base. BVX has no trial resources.
    Palomar Helium Plasma partnership cancelled.......Makes room for the J-Plasma HELIUM System
    Mentor Breast Implant............................................A key application for scar-free surgery with Omrix/EVICIL and J-Plasma as tissue “Glue” and “Welder”.

    Margins on all BVX products are “SCARY HIGH”. For example the SEER costs $40, BOSS is about $60 per unit and the J-Plasma is absurdly low in cost (Perhaps $5000) and will retail at $50,000.

    Tiny BVX has been BUSY up in its wildly high tech secret Ontario Plant in 2009. Any demand in volume from any of the above BVX products can be instantly met.

    The only thing BVX lacks in this secret engagement courtship is what JNJ and others (COV?) offer––A HUGE Combined SALES FORCE.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
 
AGN
163.68+1.57(+0.97%)Aug 29 4:01 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Exelixis, Inc.
NasdaqGSFri, Aug 29, 2014 4:00 PM EDT
Criteo SA
NasdaqGSFri, Aug 29, 2014 4:00 PM EDT