Guidant (GDT) Message Board

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Biotech / Medical : Guidant (GDT)

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To: Dennis who wrote (205)	9/3/2002 11:13:07 AM
From: Lighthouse	Read Replies (3) of 235

I think MDT is an outstanding company. The price however is a bit too rich for my blood. I believe MDT is way behind in the stent division. {A real credit to the company that they can continue to march along with a very weak interventional vascular divion}. At least one to two years. The compound they are working with Abbott on is intriguing, but nonetheless rather untested in the field. JNJ, GDT and BSX have field clinicals that prove their compounds work. JNJ will be a big winner in 2003 with their stent. 2004 will feature JNJ, BSX and GDT (maybe). For the next two years (03 and 04) it looks like JNJ will be the clear leader in the US. BSX will also be immensely helped since their current market share may be under 10%. That will go up I believe above 20% and the overall market will grow in dollar terms as well. So JNJ and BSX look to do very well going forward. I am just hoping that GDT maintains their current revenue run rate in stents (above $1 billion) in 04 and beyond. Anything above that will seam like a gift. Cheers,

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