Mark Landy
Mark Landy
clear doctors johnson price products reward risk run setting technology
While Johnson & Johnson has the clear technology lead, the risk they run is in setting the price. If the price is favorable, doctors will reward them when new products come to market.
constantly sit
You can't just sit back on your laurels. You have to constantly innovate.
litigation lower negotiate open problem themselves
If they do negotiate a lower price, they may open themselves up to litigation by essentially conceding that there has been a problem under management's watch.
based close point rhythm
While it could be a knock-out blow, at what point are we overpaying? I think we could be getting close to that point based on the cardiac rhythm business.
basically billions liability multiple potential save
When you have a look at the potential liability they have in infringement cases, you basically could save multiple billions of dollars.
boston continue expect helps hurts leverage prices recognizes scientific
We expect prices to continue to decline. Leverage helps on the way up and it hurts on the day down. Boston Scientific recognizes it and that's why they want Guidant.
appreciation avoid firm higher offer promises stock takes
This offer is superior. This offer promises a higher price, stock with better appreciation potential, commitments to do what it takes to avoid antitrust concerns, and a firm timeline.
almost decides fact found good likelihood policeman pulls speeding wants
The fact that they found something else is not a concern. It's almost to be expected. When a policeman pulls you over for speeding and decides to look around your car, there's a good likelihood that if he wants to, he can find something to give you a citation for.
deal price proceed sure
The deal will proceed if J&J will get the price it wants. I am not sure Guidant will give them that price.