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Biotech / Medical : BDX Becton Dickinson & Company

BDX 179.37

-1.2%

Oct 30 3:59 PM EDT

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To: Bill Ounce who wrote (8)	6/4/1997 1:13:00 AM
From: Marshall D. Toback	of 16

Bill I have some general comments that might be very interesting if you take a look at the "players" at BD and Merck. First, Clateo Castillini head of BD is coming close to retirement, but has a new philosophy he is trying to bring to the company particularly in hiring the "right" type of person and developing their skills. Not sure what he'll do after the next two years. Second, Ray Gilmartin who is the head of Merck used to run BD and Ed Ludwig the head of Finance at BD who could be the heir apparent to Castellini or at least a major player has very close business ties with Gilmartin. Finally BD is consolidating many business operations at Corporate Headquarters in NJ and will be eliminating many professional positions at their hub in Md. particularly in the areas of customer service and finance. I'm not sure how this will all play out but as you can see many positive scenarios could happen. My guess is that there will be a much stronger alliance between BD and Merck. Additionally, BD is becoming very mean and lean and the balance sheet is starting to look sweet for a takeover. Any thoughts let me know.

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