Medtronic has had a slotted tube stent (the
Bestent) in Europe for several years and it does look
promising. It was good enough that a Japanese company was
making a counterfit version. I hear its still 6 - 12
months before getting approved in the US. I doubt that
its going to be any better than the stents we already
have. Soon there will be 4 or 5 stents that will be
essentially equivical. Its going to come down to pricing and
package deals with the hospital pretty soon. BSX is in
good position for delivery of this type of product
(but not the only one who can pull this off.)
Medtronics is redoing their "Wiktor" stent. It is
made of Tantalum, and is very opaque. The problem with
the first one is that it is made of one long metal
wire. If the stent gets cuaght on a lesion, the stent
could be streched and unravel. The new design should
solve this problem. The metal to artery ratio is 8%
compared to 14-19% in the Nir. The less metal to artery
ratio, the more chance of prolapse, or tissue
restenosing inside the stent. Medtronics is desperate to get
a decent stent into the market, but this one is not
Sorry. I left out the stent, anyway, your posts
are 1 sentence and very short. You speak very little,
almost like your are afraid speak, work alone, struggle
to meet the next pay check, hold back creativity
because risk isn't accepted...you arn't a Cook Inc.
employee by chance are you?
Just wanted to thank you for your comment. I am
imagining you as purely blonde and I mean purely
blonde...and pretty like really gorgeous? After all the posts
you brought a smile to my face sweet stentsation.
Thanks for the break. (wink)
I�m glad you sent me back to carddoc�s prior
posts. I feel vindicated.
First of all, $63 is a
long way from $78(or is it $76). Guess it depends on
which post you read.
Anyway, at the time of his
post, all the news about Nir was public and it was
obvious the stock was heading down. Carddoc claims it was
so obvious to him at $78(or $76). If so, post it
then. Then no one can question it.
takes credit in this post to have raised the issue on
NIR pinholes. However, if you go back to #3214 on Sep
14th, at great length he details his experience with
the NIR while stating that he has not seen or heard
of any pinhole problems except for what�s been on
the message boards. Then, 24 hours later (#3224), he
says "reports are becoming more common". Sounds a bit
inconsistent to me.
Look, hate the company all you
want but just be honest about it. Maybe its personal.
Maybe its because he has such a large position in AVEI
that his loyalties are there. Doesn�t matter to me.
Just don�t claim to strive to be fair and objective
when your not. Don't hide behind weak reasons like
they overpaid for Schneider, especially if your not a
shareholder. Also, licensing technology in this industry is
very common. Will he feel the same when (not if, but
when) AVEI does the same? Yes the NIR issue was bumbled
from a PR standpoint but hell, Viagra has a higher
complication rate and that is joked about.
is, you can't have it both ways.
As far as
your other comments go, yes, my question on
accumulation was answered. Also, yes it has been rocky times
for this industry (although today is encouraging).
That�s why I bought LEAPS. BSX may #@&% the bed this qtr
but long term my confidence is much higher.
See msg. 3271 AVE board as far as Carddoc's
credibility vis a vis his short of BSX is concerned. Price
when that post was made was 63 and change. I asked in
a subsequent post when he planned to cover,
pointing out that the chart then was pointing toward the
stock getting into the 40's (subsequently bottomed at
46 1/16 a little under a month later) but for
whatever reason did not get a response. Maybe the tone of
his post you replied to was immodest but as far as
what he said about BSX it seems, to this point, to be
right on target. Near term this company has some
internally generated problems in a market that presently has
I didn't respond to your post re:
AVE accumulation because I thought others had. If you
still have questions re: that topic please feel free to
Lastly, the sophomoric banter re: whose company or stent
is the best that has been going on between a number
of participants may work well for salemen. However,
until the Street sees that this is a growing market and
that competition isn't taking away sales growth,
regardless of who has market share, all 3 of these stocks,
AVE, BSX and GDT will remain in the outhouse. In other
words, AVE's loss is not BSX's gain or vice verse. That
fact should be evident by how each of these stocks
have behaved recently.