“We doubt this show is over, and in the end we expect that Boston Scientific will increase its bid.”
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“Interestingly, (Boston Scientific) only raised its bid by $1, signaling that price is but one factor in the negotiation - but includes timeliness of closure.”
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“At this stage in the negotiation process, we believe decisions are being made not only on dollars and cents, but also ego, strategy and a broader view of the competitive landscape.”
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“They are playing chicken, and right now it appears that J&J has the upper hand.”
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“You know where you stand with him. Nothing is candy-coated.”
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“I think J&J has a claim. I dont think they are going to have to pay Guidant.”
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“Theyre certainly making it harder for J&J to come back. Strategically we believe Boston Scientific with Guidant is a better match.”
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“The good news is that this is not a recall, products are not being removed from hospital shelves, and no one has died.”
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“In our opinion this news is not new and should not slow down the merger with Guidant.”
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“Theres a phrase: to strike while the iron is hot. The iron is hot.”
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