"..the alliance with CAMH was not the reason STJ picked up ICD market share in the latest quarter. Rather, the reason is that STJ sells the lowest-cost ICD’s of the Big 3 and this is the market segment where the recent uptick was concentrated."
I'm sure that this alliance is far too young to generate any measurable increase in sales. My point was simply to point out that this multibillion dollar co. is now specifically referencing a microcap (that I am VERY long in) as a partner in their strategy for increasing ICD sales further.
IMO, St. Jude is not going to be the no. 3 player in this space for long. The strategy WILL generate measurable sales increases (there is good anecdotal data from pilot marketing done by the two co.'s) and the word will get around in the EP/cardiologist community that having a heartwave-2 and a policy of screening as many "at risk" patients as can be managed in the practice will increase the number of referrals.
Besides, STJ is the only player without the taint of defective product (I'm looking for some wood to knock on) and they have the cheapest ICD to boot!
regards
aj
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