J&J is out of the DES market because they never developed the next generation stent. They bought cypher but have no brains in that area. Coronary artery disease is not going away. The market growth has slowed down for now but wait till these baby boomers get a little older. It will start growing again and BSX has the most diversified product line of all. Most types of drugs, most sizes, ease of use. noone else can match them
No sense at all. Jnj doesn't need a stent, or bsci at all. They can generate revenue by suing for patent infringement, and licensing their stent ip technology. They can make money free and clear with minimal employees, and minimal expenditures. They will take a cut on every stent sold. Easy money!