Thomas Gunderson
Thomas Gunderson
contract dynamic favorable increased market overall product worldwide
A combination of new product launches, contract selling, Guidant missteps, and a favorable market dynamic have increased St. Jude's overall worldwide market share.
adding growing happy looking products sale
They are not for sale, they are not looking to be for sale and they are happy doing what they are doing which is adding new products and growing like a weed.
bid increasing leaning taking toward
I'm leaning toward J&J not increasing their bid and essentially taking a walk, but it's close.
boston impressive peak scientific team
Boston Scientific has always been impressive -- they've done so many acquisitions over the years. They have a SWAT team that is just at its peak -- they come in and say hey, we're going to do a deal, and boom.
jude price rich stock
St. Jude has a very rich stock price right now.
generally immediate influence
In my experience, these investigations can take years and generally don't have any immediate influence on the fundamentals of the companies.
expected market overall smaller
That (smaller market share) was expected. What wasn't expected is that the overall market is smaller than anticipated.
cash flow hills providing
Arden Hills is what's providing the cash flow right now.
captain great jim
I think Jim Tobin is a great captain of the ship.
delay dollars force johnson million outcome pay several
I think it's brilliant. The worst-case outcome for them is that they delay Johnson and force them to pay several million dollars more for Guidant, which weakens them as a competitor.
ability bullish debt pay street wall
They are more bullish about their ability to pay down their debt than Wall Street had expected.
adds complex juggling level risk seen
It's a pretty complex juggling act. It adds a level of risk we haven't seen before.
close job leader manager playing rules small
He is an extraordinary manager and leader of St. Jude, and he is in the right job for him. You need to be independent, hard-driving and be your own person. You're small and playing the rules close to the edge. That's not the J&J way.
behind boston future investment scientific thesis
Q4 is behind us, and what the Boston Scientific investment thesis is now is the future, and particularly the future with Guidant.