Mark Landy Quotations

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.

If they do negotiate a lower price, they may open themselves up to litigation by essentially conceding that there has been a problem under management's watch.

If the deals went to shareholders today, we believe Boston Scientific would prevail.

I would venture that we are now outside of gentlemanly territory,

I think a lot of folks had not expected them to be back this quickly.

We are operating in a large vacuum. It's exceedingly difficult to speculate.

The deal will proceed if J&J will get the price it wants. I am not sure Guidant will give them that price.

The fact that they found something else is not a concern. It's almost to be expected. When a policeman pulls you over for speeding and decides to look around your car, there's a good likelihood that if he wants to, he can find something to give you a citation for.

When you have a look at the potential liability they have in infringement cases, you basically could save multiple billions of dollars.

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.

We expect prices to continue to decline. Leverage helps on the way up and it hurts on the day down. Boston Scientific recognizes it and that's why they want Guidant.

This offer is superior. This offer promises a higher price, stock with better appreciation potential, commitments to do what it takes to avoid antitrust concerns, and a firm timeline.

They are buying a crown jewel and they are getting it at a reasonable valuation.

You can't just sit back on your laurels. You have to constantly innovate.

This is a very simple integration. It should not be difficult.

It they found somebody who could clean up ship a little, it sends a message.

I don't see material upside or downside (for Boston Scientific shares) for the next 12 months.