“We are operating in a large vacuum. Its exceedingly difficult to speculate.”
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“I would venture that we are now outside of gentlemanly territory,”
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“While Johnson & Johnson has the clear technology lead, the risk they run is in setting the price. If the price is favorable, doctors will reward them when new products come to market.”
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“[MacMillan] has big shoes to fill and hes inheriting a legacy of 20% earnings growth.”
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“You cant just sit back on your laurels. You have to constantly innovate.”
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“I dont see material upside or downside (for Boston Scientific shares) for the next 12 months.”
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“I think a lot of folks had not expected them to be back this quickly.”
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“Its probably the biggest thing that happened in the medical devices [industry] in the last 10 years.”
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“If the deals went to shareholders today, we believe Boston Scientific would prevail.”
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“While it could be a knock-out blow, at what point are we overpaying? I think we could be getting close to that point based on the cardiac rhythm business.”
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