Boston Scientific (BSX) Any Comments??? Message Board

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Biotech / Medical : Boston Scientific (BSX) Any Comments???

BSX 98.59

-2.1%

3:59 PM EST

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To: OldAIMGuy who wrote (769)	9/25/2001 11:27:17 AM
From: Lighthouse	Read Replies (1) of 798

No one knows how long the 0% level will last, but it appears to work much better than current products. On that score they win big. A bigger question might be: are there long term complications from using Paclitaxel in these products versus JNJ's drug. That is what these guys are going to be selling against each other if they both can achieve durable, low single digit restenosis. {I have to admit I am amazed they can get to 0% restenosis at the six month time frame) The only draw back is the data is being generated on NIR stents and the Medinol mess is still with us. I have seen an upgrade or two of BSX this morning after the news. What I have not seen is MDT's response in the coated stent field. They are looking worse and worse on this score and unless they pull a rabbit out of their hat - the AVE division is going to go from struggling to shut out in 2003. Cheers, P.S. Glad to see someone reads the med tech boards - I feel like an orphan.

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