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Biotech / Medical : Guidant (GDT)

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To: Lighthouse who wrote (183)	9/4/2001 2:57:18 PM
From: Lighthouse	Read Replies (1) of 235

JNJ data on coated stents better than expected. Most forecasters were looking for 5%. But JNJ got Zero restenosis!!! The ball is now back in GDT's court - one of their two candidates better match the "Zero threshold" or there will be REAL trouble in River City. Now GDT has to prove that they can reach the zero level AND offer some other inducement (price? long term drug benefit?) just to get in the game. Luckily, the stent market could double by 2004, since JNJ is charging $3,500 per coated stent, versus apx, $1,200 for a bare metal stent. This market size doubling may mitigate some of GDT's market share loss. And I now firmly believe that GDT will lose a lot of market share. Cheers,

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