Yes, I did mean MARKET SHARE!! Although I keep
wondering how JnJ can keep up its 1.5% revenue growth (and
revenue shrinkage on the professional segment part of the
business) with a stent market share in the SINGLE
Reversed? As in JNJ getting back above a 10% US stent
market share in 99-2000? Perhaps that's true, but I
would bet it would be thru acquisition, not necessarily
Oh, I see, you mean JnJ
buys BSX and then you win in even more ways? Since you
own some of both, them part of you would be buying
part of you. Now there's a visual.
earnings, either way.
Hi Ex-Man !!
Good hearing from you. When
you mention stent "shares" I think of how many shares
I own of JNJ and BSX :) The stock appreciation has
done well for me ..specifically with the JNJ stock
upgrade yesterday. (Check out JNJ "news"):) As far as
stent market share, those are short-term numbers and
will be reversed by 1999-2000 guaranteed:)
The radius will be more of a niche product than
the nir. The radius is a nitinol self-expanding stent
which is by necessity covered by a sheath system to
prevent expansion until it has been delivered to the
appropriate site. The radius is more radiopaque than the nir
but (I am not quite sure) may have less hoop
strength. I think it will be pushed by the reps as a good
choice for tapered vessels (as the stent will
self-expand to conform to the vessel which it is in), for
instances in which you may want to place a stent thru
another already deployed stent (in which case the
sheathed system would theoretically provide a measure of
safety in traversing the already deployed stent) and
perhaps in clinical situations where the chance of stent
stripping exists or it is not clear if one could reach the
target site (the sheathed system would allow the stent
to be retrieved back into the guider with impunity).
These are just my thoughts. I do not think BSX is going
to push it to be their workhorse stent -- that duty
will be that of the nir.
what do you think of the
following US market stent shares after one quarter of NIR
...especially the JNJ prediction (or is it there already?)
I agree that the upside potential for BSX is
currently based on the release of the NIR and Radius
stents. It will happen and when it does the stock should
shoot up to the low to mid eighties. I have been
observing the total variation for this stock "Intra-day".
It will fluctuate about 2-3 dollars during the day.
I am currently have a "stop-Loss" on the stock at
$69.00 (bought at $45). If it goes to all time highs I
win ..If It goes to all time lows I win. It is a
WIN-WIN deal. Try it out instead of selling right way.
Why wouldn't NIR get approved. There are plenty
of predicate devices in the market with FDA
approval. Besides the Radius stent is right behind NIR, and
BSX is extremely diverse. These stents are just the
'hot topic' of the day for BSX. The companies ultimate
success is not measured by any one product or market
segment. In my opinion, BSX pretty much dominates just
about every market that they choose to participate in.
This is their stated objective, per their web page.