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Biotech / Medical : Medtronic (MDT)
MDT 95.39+3.0%Nov 11 3:59 PM EST

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To: Dennis who wrote (404)3/10/1999 11:47:00 AM
From: Mike  Read Replies (1) of 687
 
Things on MDT look good but need info on the following items going forward. First do we have any experts on the stent market. MDT is awaiting approval on the GFX II stent. This stent will give MDT a stent that will be close to parity with the GDT Duet. It should help MDT's vascular business but will not bring them a "blowout". Does anyone have an analysis of this market going forward and what is happening in the trenches? Will MDT be in a good position once this is approved? What is the market share positions going to be with products that will be approved over the next 12 months? Anyone seeing pricing pressures?

Next is the SDG (Sofomor Danek) product line. MDT's SDG division has been awaiting approval on the cage for sometime. What has anyone heard about approval on this device. What is happening to the SDG sales? Last qtrs numbers on SDG looked great.

Any other ideas out there as to how the pacing business is going for MDT? The pacing numbers from last qtr were up only 5%. Was this a blip or a trend? Let us know.

Best to all,
Mike
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