DBS market

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A bit of an eye-brow raiser given that we all expected the business to be sold off a month ago. On the other hand, selling such a lucrative segment seemed really DUMB!
 






Intelect has nothing released to the market, no clinical studies that could release anything. They may have a decent programming system that could be used with existing DBS implant procedures ("Guide"). Basically, this is $60 million of intellectual property. It's really a non-issue in the marketplace. St Jude and BSX need to complete their DBS clinical studies to get approval - even in a best case scenario that will take over 2 years with everything going perfect.

Then they'll be fighting in a market with extremely low unit volumes. But it will definitely be growing at 10% per year, so even if they are stealing only part of the growth from Medtronic, they could do OK. It looks like the clinical studies are so expensive that there isn't really a chance of anyone other than BSX and STJ funding them.
 






I can't wait for BSC to join the DBS market and introduce that space with innovative ways to market product advisories and recalls. I hope they can destroy that market as efficiently as they scuttled the CRM market. Happy times...
 






A recent study just revealed and unexpected result: DBS completely resolved recalcitrant high blood pressure. The patient NO LONGER NEEDS ANY MEDS for blood pressure. Anyone want to do the math on the meds vs the DBS implant? Can someone tell us just how LARGE the size of the market is for high blood pressure?

I strongly recommend that you just sit tight...DBS will take the world by a storm and make stents look like a tiny market. Wait and see...
 






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