We report in the November issue of MedMarkets on trials, products and competitor activity at this year’s TCT meeting. A great deal of the drug-eluting stent data from the trials demonstrates no appreciable difference between J&J’s Cypher and Boston Scientific’s TAXUS stents. There are differences in efficacy, some very supportable in the trial data, but [...]
Healthcare product (medical device and biotech) investment, like all investment in the past four years, has been pinched, but not so much as one might believe. The total investment has been relatively stable, and in fact has increased recently in the both the aggregate and for medical devices specifically. What is more the case with [...]
I’ve often been asked what makes a good author of the reports we publish. My answer comes as the result of the truth having been pounded into me repeatedly over the past 20 years (I have lots of scar tissue).The ideal author has:
10-20 years in the industry about which they will write
Experience in that industry [...]
A glimpse of newer technologies in diabetes management (from http://www.mediligence.com/rpt-d500.htm).
Pancreas transplants
Islet cell transplants
Stem cell developments
Antibody treatment
Vaccines
Genetic approaches (genetic testing, SiRNA)
Novel drugs (DDP-IV Inhibitors, NN-14, Rimonabant)
Continuous glucose monitoring (electroenzymatic sensor, optical sensor, carbon nanotube sensor)
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In reviewing a past report we produced on the management of obesity, which was addressed more recently in our October issue of MedMarkets, I was struck by the proliferation of companies pursuing surgical device solutions to obesity. These include variants of the gastric band approach, which simply reduces gastric capacity. The market for these devices [...]
Newly identified companies developing advanced technologies in medical/surgical applications: » Medical device based treatment for obesity (Newport Beach, CA)
» Treatment of intervertebral disc via conduits to restore nutrient/waste exchange (San Jose, CA)
» Beating heart bypass technology (Fullerton, CA)
» Diagnostic device to detect arteriosclerosis (Misgav, Israel)
» Surgical and percutaneous treatment of cardiac valve and CHF (Ft. [...]
Johnson & Johnson has already demonstrated an incredible propensity to acquire and aborb companies, managing them at arms length and making them succeed. That J&J and Guidant renegotiated their deal, at $4B less than originally negotiated last year, speaks volumes about J&J’s ability to “absorb”. I was frankly surprised to have to wait until Tuesday [...]
