everyone who was hanging around for the 'big
announcement' will exit and the stock will have to trade based
on the numbers - could be a little overvalued - huge
debt load etc good long term hold though
$700-800M in stent sales over next 9
If that's your expectation, lookout below.
afraid NIR is going to be BIG disappointment. It
get a relatively modest share of the stent business
and is definitely not going to significantly erode
Possible MDT/AVEI merger will mean big
trouble for BSX and GDT.
Possible mergers are never a problem, it's the
actual mergers that cause problems. Don't plan on
corporate mergers as they seem to happen at an extremely
random rate. If BSX can empty out some of the warehouses
filled with NIR stents, I expect the stock will be
upgraded. But that will take time to happen, next week is
too soon. Try the middle of Fall.
the radius is not going to be a workhorse stent,
it has a poor delivery system that makes the stent
jump back 5-10mm when sheath is pulled back to mount
stent. Ask your cardiologists and not hyped up Scimed
rep for the true answers. AVE will be toughj to beat,
the NIR has high re-stenosis and will get some
marketshare but will not lead
The Radius has been received well. period. My
friends have told me of one facility which ONLY used
Radius all week. Nothing else. There is a training issue
with deployment but jumping 5-10mm? Come on, accept
competition gracefully. I guess an improperly deployed stent
can move slightly, but the catheter, or more
importantly the markerbands appear to "jump". The combination
of balloon and self expanding stent leaves me very
optimistic for this stock for the next 3q
I have been a sales rep for Scimed for 9
years...and I have seen and heard it all. Scimed is the
leader in PTCA supply sales and will lead in stents too.
We have great products that offer advantages over
the competition. Our greatest advantage is our sales
force. We have over 60 reps with at least 5 to 6 years
of selling experience with Scimed. Our Docs love
us!! ACS had massive turnover AVE is a group of
rejects and missfits. Both groups will not be able to
overcome the rapport, quality and technology we offer. I
have sat back and watched my rookie ACS reps prance
arround the hospital with such arrogance...Ave has a
couple of money hungery rejects from ACS and USCI. Both
the NIR and Radius are excellent....just wait and
I do not know your understanding of reported
restenosis rates, but both GFX and Nir have performed
EQUIVALENCE trials to J&J Palmaz-Schatz and demonstrated only
that, equivalence. In fact, Ave's Micro stents have had
several abstracts demonstrating equivalent initial
results, but a greater late loss index than Palmz-Schatz.
The etiology of this could be a chronic recoil due to
poor radial strength, but that's speculative...the
results are not.
I think your observation regarding the G/S line
(Good Message / Stupid Message) line may have merit. It
certainly has been true for the few boards I watch.
I'm relatively new to this board and it amazes me how
most investors get emotionally attached to their
stocks (big mistake). I would like to see some
discussion on what the lawsuit by AVE means.