1. Obamacare will only help BSX because more people will have access to BSX's expensive products, resulting in skyrocketing revenue growth
2. Demand is going up by the minute, and BSX is there to meet the increasing demand
3. BSX's leadless defibs will result in STJ and MDT going bankrupt. STJ and MDT are already seeing double digit revenue declines, once BSX starts selling the leadless defibs in the US, that will be the final nails in the coffin for STJ and MDT.
4. All of BSX's products are perfect. BSX makes bulletproof products, with 100% reliability. BSX has never had recalls, and BSX has a spotless record with the FDA. Both MDT and STJ have FDA warning letters and their defibs and leads are pieces of junk. It's only a matter of time before STJ and MDT go out of business.
5. World-class products are only produced by BSX, BSX already has a near monopoly in stents and CRM.
6. New CEO left JNJ because JNJ is going down in flames. JNJ has too many recalls and they are under FDA consent decree. If anything, BSX may buy JNJ's MD&D division.