33 ordspråk av Thomas Gunderson

Thomas Gunderson

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 A combination of new product launches, contract selling, Guidant missteps, and a favorable market dynamic have increased St. Jude's overall worldwide market share.

 Another company could have been in that situation and not have been able to take advantage of the situation. They were ready to have good luck.

 Arden Hills is what's providing the cash flow right now.

 Boston Scientific has always been impressive -- they've done so many acquisitions over the years. They have a SWAT team that is just at its peak -- they come in and say hey, we're going to do a deal, and boom.

 buy.

 Each would like to keep the other from having Guidant.

 He is an extraordinary manager and leader of St. Jude, and he is in the right job for him. You need to be independent, hard-driving and be your own person. You're small and playing the rules close to the edge. That's not the J&J way.

 I think it's brilliant. The worst-case outcome for them is that they delay Johnson and force them to pay several million dollars more for Guidant, which weakens them as a competitor.

 I think Jim Tobin is a great captain of the ship.

 I think they are a good match,

 I'm leaning toward J&J not increasing their bid and essentially taking a walk, but it's close.

 If there is a bidding war, the last bid may be the 'losing bid' because that will be the amount that is outlandishly excessive and the 'winner' will have to live with their too-highly priced acquisition.

 In my experience, these investigations can take years and generally don't have any immediate influence on the fundamentals of the companies.

 It's a pretty complex juggling act. It adds a level of risk we haven't seen before.

 Q4 is behind us, and what the Boston Scientific investment thesis is now is the future, and particularly the future with Guidant.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.



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