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Re: stephQB post# 186

Sunday, 01/23/2005 2:31:44 PM

Sunday, January 23, 2005 2:31:44 PM

Post# of 8204
stephQB it's all just speculation, take it for what it is, just a simple matter of opinion.

But if you see a contradiction between my first and last sentence; maybe I didn't clearly communicate exactly what I was thinking?

As I understand it, BIPH's coating eliminates image artifacts, where aMRIs solution goes a step further to "illuminate" the stent in an MRI image. If BSX where to employ BIPHs coating they could eliminate the image artifact. Then by adding aMRIs technology on the same stent, they could go a step further and create the best visibility solution by combining both of these solutions? If BSX was given exclusivity to aMRIs technology they could claim exclusivity to the "gold standard" for MRI-visible stents. Yet by having "non-exclusivity" for BIPHs coatings, they could allow other device manufacturers to work towards enabling interventional MRI….to allow it to become more widely accepted and adopted in the market.....ultimately helping broaden market acceptance of their product. This would allow their competitors to get close, but not quite as good.

Again, it's all just speculation. But I would be willing to bet that BIPH acquired aMRIs for more reason than just to silence a potential competitor. More specifically, I would bet we see aMRIs solution included in a term sheet with BSX, as opposed to a contradictory position that AMRIs technology would NOT be included in the term sheet AT ALL. Essentially, I feel pretty strongly that BIPH didn’t buy aMRIs just to get it out of the way.

GLTY



"Our houses are such unwieldy property that we are often imprisoned rather than housed in them." - Henry David Thoreau, Walden: Economy, 1854