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Biotech / Medical : Guidant (GDT)
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To: Lighthouse who wrote (186)9/19/2001 10:23:33 AM
From: Lighthouse  Read Replies (1) of 235
 
The BSX/MDT Rapid Exchange court battle will throw some business toward GDT. Very high margin business at that. Gotta love that, every little bit helps.

Next big item: JNJ's longer term follow up to their coated stent program. I stated on the BSX thread that I did not believe JNJ would be able to keep their "Zero restenosis" threshold in their coated stent program. If they come in between 0% and 5%, then GDT can play in that sandbox.

I have seen two recent upgrades of GDT, but they appear to be playing off the defensive characteristics of the mdeical device industry in these troubled times.

Cheers
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