Biotech Values

[bridgeofsighs]

(JNJ MDT ABT BSX) Stent wars.
I think Nevo has some strong possibilities going forward as far as multiple drug loads. I have not seen any real info on its deliverabality which is very important. Looking back would GDT shareholders have sold knowing what they had with Xcience? Did BSX know what they had with Xcience when they made the deal with ABT? BSX seemed focused on the technology for the fully bio absorbable stent. At one point GDT had to stop enrollment in their clinical trials because of problems with the polymer on Xcience at the time it looked grim quite the turn around. MDT never seemed to be able impress the street or doctors with their DES program I think going forward MDT will struggle. There is always the possibility that MDT could buy technology to get back in the game. Incredibly JNJ will probably due 800 million to a billion dollars worldwide with the struggling Cypher platform this year. What a market! IMHO ABT made one of the best deals in the med tech arena when they bought the interventional cardiovascular division of GDT to help BSX drive their company onto a ditch. The key is pricing I think there is a fairly large market for a work horse stent for larger diameter vessels at some point IMHO either MDT or JNJ is going to slash prices to try and capture that business. I look forward to seeing the data on the Protex stent from Nexeon MedSystems which uses an extracellular matrix coating in theory could work very well.