I think they easily could go up to $76 without a lot of damage. |
If the relationship has been adversarial, the FDA, we believe, would not be as accommodating, even in speech. |
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. |
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. |
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 appears that a good portion of doctors are willing to give Guidant a fresh look in their practices, and perhaps faster than most believed. |
It is another indication that the processes could have been better ? but the company is working hard on it already. |
It underscores why they were so bent on doing the Guidant deal. |
It's a bird in the hand. |
It's death by a thousand cuts. |
It's less serious than I thought it was. |
It's still a possibility. But the valuation is high, and one thing we learned from the J&J bid for Guidant is they are very sensitive to valuation. |
It's still a possibility. But the valuation is high, and one thing we learnt from the J&J bid for Guidant is they are very sensitive to valuation. |
J&J needs something like Guidant to revitalize its growth, |
J&J needs something like Guidant to revitalize its growth. People are now thinking that if J&J does walk away, St. Jude is in their scopes. |