<< I'm looking forward to hearing the company announce what the market acceptance of Taxus is. >>
BSX analysts will tell us soon about "the most impressive medical device launch in history - with 200,000 shipped in the first days after approval."
That noise will create a surge in the stock price presenting us with a handsomely profitable opportunity.
<< The first quarter earnings are going to be very very interesting for both BSX and JNJ. When all is said and done, that will be the first head to head comparison. >>
The uptake hype will have a kernel of truth - cath labs need to build up inventory and will buy more Taxus in the first few days on a daily basis than the average daily product usage going forward. We will not know relative performance until another quarter - because there is a time lag between shipping and actual upatient stenting.