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Biotech / Medical : Guidant (GDT) -- Ignore unavailable to you. Want to Upgrade?

To: Donald carlson who wrote (200)	7/22/2002 9:58:16 AM
From: Lighthouse	Respond to of 235

Everolimus is the only announced internal program with GDT. They have stated that there are other compounds under review. The problem is Everolimus is still in animal testing and will not be on the market before very late 04, but more likely 05. That is if the results carry over to humans. A big "IF". The other compounds under review have an even longer time line. Having no products for their stent sales force to sell is suicide. Dollens, on the conference call, stated that by the end of the year we will have much, much more visabiliy on how GDT is tackling this issue. My bet is we know a lot more by the end of August. I am leaning toward them buying Cook. Paxlitaxel looks like it is comparable to JNJ's program.

To: Donald carlson who wrote (200)	7/22/2002 1:12:08 PM
From: Ausdauer	Read Replies (1) \| Respond to of 235

Don, GDT missed the boat. JNJ will have a huge lead over the competition. It's not even funny. This is exactly what happened when the Crown stent was the only approved stent a few years back. Oh well, at least GDT still has it brady pacing and defib business. Aus

To: Donald carlson who wrote (200)	1/3/2003 9:24:26 PM
From: Ausdauer	Read Replies (1) \| Respond to of 235

http://www.theheart.org "Failing to DELIVER" "While the DELIVER study did not meet its primary end point, the results demonstrate the safety and a trend toward efficacy of the ACHIEVE Drug Eluting Coronary Stent System," Dr John M Capek, president, vascular intervention, for Guidant, commented. "In addition, the study further demonstrates the excellent clinical performance of the PENTA Coronary Stent System." The foundering of the 1042-patient DELIVER trial is another blow to Guidant's hopes of gaining ground in the drug-eluting stent race. In March of 2002, Guidant announced it was halting its ACTION trial investigating actinomycin-D-coated stents, due to "unacceptably high" restenosis rates in the trial's first 90 patients. Guidant is also embroiled in ongoing legal wrangling with rival Boston Scientific following a court's decision to grant Boston Scientific's request for a permanent injunction of all activities concerning paclitaxel-coated stents under the agreements between Cook and Guidant. With the Cook-Guidant merger now expected to fall through, Guidant will have to pay Cook a $50-million breakup fee. Guidant executives point out that Guidant is still moving ahead with its own drug-eluting stent program using everolimus (Novartis Pharma AG) and expects to implant its first everolimus-coated stent in a human subject sometime this spring as part of its Vision-E trial. Even if this new strategy proves successful, however, Guidant cannot expect to have a drug-eluting stent on the market before 2005. Aus