Jan Wald Quotes (23 Quotes)

There was nothing in the earnings report that would renew investor interest.

The problem that Johnson Johnson and any company even half the size of Johnson Johnson faces is buying something that can impact their growth rate, and that's not an easy task.

One thing the company loses by not being part of JJ is not having more money for market development education and training

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.

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.

My sense is JJ is going to have to acquire to get a growth rate that investors will think is respectable.

I think there are some actions the company will have to take and some expenses the company will have to incur that will make it tough. I still think given those parameters, it can be, stay and remain an independent company and eventually flourish.

Integration is going full-speed ahead. I don't think they would be concerned by a two-week delay in closing the deal, even though there's an interest payment.

It's a bird in the hand.

If you're a Guidant shareholder, you have to ask yourself whether you'd rather hold Boston paper or Johnson Johnson paper. I would rather hold Boston, because I'm holding Guidant for growth.

JJ needs something like Guidant to revitalize its growth. People are now thinking that if JJ does walk away, St. Jude is in their scopes.

It's death by a thousand cuts.

But that is an awfully long time to look out for pharmaceuticals.

I certainly think it could be a stand-alone company. I'm not certain it should be.

It is another indication that the processes could have been better but the company is working hard on it already.

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.

This is one of those times when actions speak louder than words.

What the FDA seemed to be saying is that it doesn't know if Boston Scientific has a systemic, corporate-wide quality policy, and until it does the FDA will not permit the company to gain product approvals in adulterated plants.

It's less serious than I thought it was.

I think they (St. Jude) definitely look like they are in play. They certainly would be an attractive candidate.

After all the noise they made, there would certainly be a lot of questions asked (if they raised their bid).

The less time they give Boston Scientific, the worse it is for Boston Scientific. They have less time to react.

People are Guidant's most important asset, ... so there are hard trade-offs for Guidant to work through.