It will be interesting to see how the FTC deals with this merger between GDT and JNJ now that they're attempting to have 2 sirolimus based DES on the market. Apparently, they'll be forced to divest something dear, if not here, then in Europe. It's worldwide or nothing. This is not a done deal.
If GDT has an approved successful DES, and is not required to divest itself of this product line as part of a J&J aquisition, what do you think would be the short and long term impact on market share for both of these types of DES? Would this not be a greater threat to BSX than the results of the J&J patent infringement law suit?