edtronic stent is more deliverable and has more sizes. Abbott stent is damn near invisible. BSC plays the price game though, keep share and lower price is their strategy
BSX bundles and leverages other products for contract position. Abbotts got the best des stent but these days it really doesn't matter unless you find your key champions like anything else. They just can't compete until Abbott starts bundling as they should like the competition.
UPDATE 1-Stents no better than drugs for many heart patients -U.S. study I had to laugh when the above post said Abbott had best stent, why the low market share then? Abbott stent is hard to see under fluoro and thats a huge issue. Stents are a commodity as not one can claim superiority data wise, hence why the ASP plummet. The above link is telling as many MD's now have data to justify not using stents in certain pts
All DES stents have class effect. Regardless of what company to choose, this is not a growing business. Stents are commoditized and prices are falling. Boston, Medtronic, and Abbott have down sized and or changed commission plans in response. The structural space is where to be and Edwards is a stand alone 1st with MDT a distant second. Bsci’s lotus is a ho hummer with limited indications and their structural reps are beginning to feel pain slow launch and a “new” commision plan.
Good points above. Abbott Structural is a good gig as its mitra clip is growing and data is very good. New mitral valve on the way too. TAVR, a few more quarters of growth then the commodity effect will begin as Abbott, Jena valve and others are on the way.
The indications will come and Lotus is hardly a "ho hum". BSC structural pipe is solid. regardless, any structural is where you want to be, i agree.
Wow...you want to recant your statement? That didn’t age well. Lotus is dead and with that, Boston is dead in structural. Horrible what they did to all their structural team...two months severance. Be grateful, everyone.
BSC folks can try and minimize this all they want yet all Tavi devices are ridiculously high margin cash cows in high growth markets. Coronary stents, ICD's, balloons, are all about price as they are all so similar. Ranger has some decent upside in the bag yet that too is very commoditized as no one can claim superiority in the DEB markets data wise Abbott about to bring some heavy competition vs Watchman too.
Very unfortunate. Something that we didn’t see coming. And you are correct. My comment aged like milk left on the counter.
Anyone else catch that not so subtle whiff of attention seeking from the “heavy competition” or is it just the milk left out on the counter? Nice recruiting strategy.
