We think that most investors do not appreciate how far along BSX might be in rectifying this problem in a timely manner, because a fix was in process at the time of the FDA inspections.
More Quotes from Jan Wald:
It's death by a thousand cuts.Jan Wald
In investors' minds, they've been accused of being a one-trick pony, and they don't have a pipeline. If they get Guidant, they answer both those questions. They'll be in one of the fastest-growing medical devices markets, for implantable defibrillators, and they'll have Guidant's pipeline.
Jan Wald
One thing the company loses by not being part of JJ is not having more money for market development education and training
Jan Wald
I certainly think it could be a stand-alone company. I'm not certain it should be.
Jan Wald
The less time they give Boston Scientific, the worse it is for Boston Scientific. They have less time to react.
Jan Wald
It appears that a good portion of doctors are willing to give Guidant a fresh look in their practices, and perhaps faster than most believed.
Jan Wald
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