12 ordspråk av Tao Levy

Tao Levy

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 As the offer size for Guidant increases and the relative value of its ICD business increases, we can't ignore the fact that at some point it might make sense for one of the two contenders to take a serious look at St. Jude Medical.

 At a time when Boston Scientific management should be devoting 100 percent of its efforts to the Guidant transaction, it now also must address the warning letter.

 I still wouldn't count Johnson & Johnson out from putting another bid in. They're doing a little bit of lobbying behind the scenes. They're interested.

 It might give hospitals some more power to push back on prices.

 The big question is whether hospitals will demand a price reduction on their supply costs. They might ask for it, but it doesn't mean they will necessarily get it.

 The company continues to impress on its ability to protect the bottom line in the face of temporary slowdowns in one or more business segments.

 The warning letter is a clear negative for Guidant and adds to its near-term challenges in its [cardiac rhythm management] franchise.

 There is increasing chatter that when the in-patient payment system comes out in a couple of weeks, that it will be more controversial than we've seen in prior years.

 We are somewhat surprised to see Guidant's board support Johnson & Johnson's offer. Recall that this is the same company that thought Guidant was only worth $63 a few weeks ago. Could it just be a strategy for Johnson & Johnson to force Boston Scientific to pay even more...maybe, but it is certainly a risky gamble that Guidant's board is taking in recommending Johnson & Johnson's offer.

 We expect the company to put its $14.5 billion of net cash to work in pursuing acquisitions to accelerate growth. That said, we would not be surprised to see the shares trade sideways until a significant acquisition is announced.

 We find this very difficult to believe and would be buyers of ISRG on the weakness.

 We would expect BSX to quickly come back with a new bid, but importantly, we do not expect management to increase its debt or offer more equity.



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Diese Website konzentriert sich auf Sprichwörter der schwedischen Sprache. Einige Teile einschließlich der Links sind nicht ins Deutsche übersetzt worden. Diese Links sind hauptsächlich FAQ, verschiedene Informationen und Webseiten, die der Erweiterung der Sammlung dienen.



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