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[anonymous]

Vantive, a vital organ therapy company with a 70-year legacy of kidney care innovation, today announced its plan to invest more than US $1 billion over the next five years in expanding research and development as well as production capacity

 

[anonymous]

What a novel idea... actually INVESTING in innovation, not just giving lip service like Joe and his team have done the past decade while cut, cut, cutting the business to the bone. Maybe if Joe and Board had actually invested in true organic innovation and not made terrible acquisitions (HR, Claris, Cheetah, Two-Sense, the list goes on...), maybe just maybe we wouldn't have had to fire-sale renal and BPS to service debt and our share price wouldn't be in the shitter. Boy low Joe really did a number on this company and he's laughing all the way to the bank while we are all fucked

 

[anonymous]

Vantive, a vital organ therapy company with a 70-year legacy of kidney care innovation, today announced its plan to invest more than US $1 billion over the next five years in expanding research and development as well as production capacity

Want to see in 5 years what they exactly achieve and who is left around… in 5 years from now you will be treating acute only as dialysis will have disappeared… except in poorest countries with lower margins… good ride vantiviers…

 

[DDP]

Totally agree with the above post

I also want to thank you for referring Joe as Low Joe . I would like to take credit for this nickname and i beam with pride when i hear and see people refer to him as Low Joe . great legacy.

 

[anonymous]

If you do the math, $1B in R&D over 5 years is not much. It's around 4% of Vantive sales annually, which is basically what legacy Baxter had invested in R&D for the last however many years and is on the lower end when compared to other MedTech companies - so this announcement really doesn't say anything

 

[anonymous]

Totally agree with the above post

I also want to thank you for referring Joe as Low Joe . I would like to take credit for this nickname and i beam with pride when i hear and see people refer to him as Low Joe . great legacy.

Yes. So many Joe's. Weneed to be able to tell them apart. Would not want to confuse him with Sleepy Joe, however both were destructive in their leadership roles.

 

[anonymous]

If you do the math, $1B in R&D over 5 years is not much. It's around 4% of Vantive sales annually, which is basically what legacy Baxter had invested in R&D for the last however many years and is on the lower end when compared to other MedTech companies - so this announcement really doesn't say anything

I suspect the PE is already looking at how to disguise the pig so they can sell it as if it was a cow… as you say this announcement does not mean anything and more likely won’t produce any concrete outcome…

 

[Vas]

Biological treatments are going to minimie the number of dialysis patients Novartis recent approvals will almost eliminate th enumber of pts needing dialysisi

 

[bigmistake]

Vantive is a disaste rCarlyisle buying it have quickly realised it has no profitable exit plan,

A bit like Bax buying HillRomfor 12 B


big mistake
Joe has a lot to answer for

 

[anonymous]

Vantive is a dead end… just like baxter… especially with carlyle inheriting the old glories highly pais from baxter and hiring clueless people in high cost countries… the dialysis market is shrinking… in 5 years from now only poor countries with low margins will still promote that technology…
Lowfraud joe was able to fool them as well… what a master…