Cerenovus Division






















Why will they? CSS is fastest growing business in MedTech.
Not anymore. CSS was basically BWI. BWI is falling faster than a dress on prom night with their Varipulse catheter that causes strokes, and both Boston Scientific and Medtronic are gobbling up BWI's market share with their technologically-superior and safer PFA catheters that don't cause strokes.
 


Not anymore. CSS was basically BWI. BWI is falling faster than a dress on prom night with their Varipulse catheter that causes strokes, and both Boston Scientific and Medtronic are gobbling up BWI's market share with their technologically-superior and safer PFA catheters that don't cause strokes.
Blue Prom Dress? Don’t let it get “stained”
 


Why will they? CSS is fastest growing business in MedTech.
Here is why.:

1. JJMT/CSS California and EMEA high labor & benefit costs, highest in the world. Those ping pong tables and two year paternity leave policies cost lots of money. Google model. Also relatively lower employee productivity. Here in EMEA we take off three month summer “holiday” and six socializing coffee breaks per day.

2. JJMT overall very high labor costs when compared to JJIM. If you have seen a JJIM plant, very few hourly people unlike thousands in JJMT plants. JJMT trying to address by eliminating US union shops with new mfg. sites in low cost countries but those efforts are short-term fixes only.

3. Zero and slow innovation in JJMT. JJIM is on fire with innovation. No comparison, not even close.

4. JJIM has much higher market share generally than JJMT other than BioSurgery. Stelara & Remicade for example but that is a double edged sword when they go off patent after 17 years.

5. JJMT has historically had significant liability and legal costs such as pelvic mesh, hips, stents, etc,

6. Major headwind for JJIM last four years had been government involvement in drug pricing policies but that may go away now.
 

















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