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Re: Mr Sensitivity post# 10107

Thursday, 11/14/2013 5:20:24 AM

Thursday, November 14, 2013 5:20:24 AM

Post# of 97081
Major shakedown in this entire industry. Wouldn't this be a good time for an announcement to introduce another product?? Add DECN to the list below of clear winners, as they "chip away at JnJ's installed user base!" All IMO.

"The real speculation should be what will everyone else do? Listen if JNJ, the market leader in BGM, is taking such drastic action what does this mean for Roche, Bayer and Abbott (NYSE:ABT). Also how will this move impact Dexcom (NASDAQ), who’s been waiting patiently for Animas to get the Vibe through the FDA? Perhaps the only clear winners here are Medtronic and Insulet as with Animas in disarray, they can use this news to chip away at Animas’s installed user based."