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Biotech / Medical : Boston Scientific (BSX) Any Comments??? -- Ignore unavailable to you. Want to Upgrade?


To: OldAIMGuy who wrote (689)10/21/1999 12:09:00 AM
From: Mike  Read Replies (1) | Respond to of 798
 
"I've read there has been stent capacity problems." What
does that mean? Is BSX having trouble getting stents from it's manufacturer? BSX is in a very precarious position if pricing on stents falls. Can anyone comment on what type of supply agreement they have with the manufacturer?

If pricing falls hard and BSX has committed contract price for specific period things could get worse. They are stuck paying a premium price and selling the stent at a discount. Margin squeeze!!

Now I am not stating this is happening or could but just looking for info. Can anyone comment?

Mike