$1.20 in earnings next year @ say, 20 PE, we
could expect $24 in a year.
On paper, If the
insider page of YAHOO can be believed, Mr. Tobin's
initial holdings of 0 shares on March 17 will be $0 more.
But, those 0 shares he has purchased since he joined
would be worth $0.
The visual information on the tristar is all
ILLUSTRATED in every piece of Marketing either print or on
Makes me wonder why they have to spin
rather than lay out the facts. It is deliberate, it is
spinning, and it still is the old Duet.
In the begining there was MULTILINK.
when they wanted better trackability, they took some
struts out and called it DUET.
Then they took the
DUET stent and put it on a new balloon and called it
Next they will go back to a more
MULTILINK-like generation because the statistics look bad when
comparing the two generations of designs. Higher restenosis
The TRISTAR won't be too
threatening to the market if the representatives keep talking
about what is next. Right now they are selling the same
leave-behind stent Duet with a higher crossing profile than
Hope this is helpful. Their advertising should be so
I'm pretty confident that the Duet is the balloon
part of the combination that the Multi-link has been
deployed with. The Multi-link of the Multi-link Duet combo
is the same Multi-link recently approved by the FDA
as the Multi-link Tristar combo. The new technology
is in the stepped balloon of the Tristar and how the
stent is held on the balloon. Confusing? I'm happy to
be re-educated if I have this wrong. See the
attached from Guidant.
Merry Christmas and a peaceful New Year to everyone.
Why did GDT go up $5.50/sh today?
it appeared the specialist was trying to get the
price up above $55/sh.
One thing is certain, Guident
has an excellent Public/Investor Relations Dept.
The S670 OTW is literally slaughtering all
competition. It is a spectacular breakthrough in stent
technology and blowing forecasts away. Every Cardiologist I
have talked with views the S670 as a technological
brakthrough. Even though GDT has approval of the Tristar it is
the same Duet, just as the NIR is the same 5year old
The Tristar will take several weeks to roll out
account by account, the S670 OTW is already in these
accounts and the S670 RXP will be breathing down the GDT
reps necks. Can you hear the trap closing?
The Tristar is actually being launched later than
planned. The stent isn't likely to knock the S670 anywhere
except during launch of the Tristar due to MD curiosity.
The real advantage lies with MDT design. As announced
at TCT, there are serious clinical differences
between the Duet and the Multilink.
still a Duet implant only the delivery system is
changed. It will be interesting to see the sell-job on the