Medtech/Varipulse

Quote













anonymous2 said:
SPIN-OFF Medtech ? I can’t see that happening
Click to expand...
Why not? Orthopedics is a mature business that isn't growing beyond low single digits, Alcon is growing faster & taking market share in both contact lenses & cataract surgery from J&J's vision business, BWI is losing market share to Boston Scientific & Medtronic, Ethicon is losing market share to Intuitive Surgical & Medtronic due to Ethicon not having a robot. Stryker & Medtronic are taking market share & growing faster than Cerenovus in neurovascular. Medtech doesn't have much of a future in terms of growth. That's why OCD, Cordis, Lifescan, Acclarent, & ASP were divested.

The only thing left in Medtech with growth are Abiomed & Shockwave.
 



anonymous said:
It will be investigated thoroughly and figured out. 2000 cases since last summer in Japan, EU and Canada without major issues. US using different SW version than EU in this external evaluation environment.
Click to expand...
Not true. Patients in Europe also had reported stroke cases.

"The Manufacturer and User Facility Device Experience, a database of medical device reports submitted to the FDA by manufacturers, shows a patient enrolled in a Varipulse study had a stroke shortly after treatment. It adds that at least two other patients in Europe had similar complications."

Johnson & Johnson pauses US rollout of Varipulse heart device after stroke reports

The lasso design is flawed, which is why no other manufacturer uses it. This was flagged back in September 2024 as well:
"Varipulse catheter has a lasso-like design, which failed to catch on with prior ablation modalities because of a high rate of silent cerebral embolic events"

Varipulse Pulsed-Field Ablation System Safe, Effective in Pivotal Trial

It seems like the old, flawed nMARQ design was recycled for Varipulse due to sheer laziness and the urge to catch up to Boston Scientific & Medtronic.
 



anonymous said:
Why not? Orthopedics is a mature business that isn't growing beyond low single digits, Alcon is growing faster & taking market share in both contact lenses & cataract surgery from J&J's vision business, BWI is losing market share to Boston Scientific & Medtronic, Ethicon is losing market share to Intuitive Surgical & Medtronic due to Ethicon not having a robot. Stryker & Medtronic are taking market share & growing faster than Cerenovus in neurovascular. Medtech doesn't have much of a future in terms of growth. That's why OCD, Cordis, Lifescan, Acclarent, & ASP were divested.

The only thing left in Medtech with growth are Abiomed & Shockwave.
Click to expand...
There's also the liability. Pharma produces 60% of the profit and manufacturing is cheap and easy. Medical devices has a lot of competition and manufacturing is expensive and difficult. A simple human error can cause expensive/multiple recalls. Then there's the simple fact that the two are different enough that business strategies are different. Leadership is all pharma and they don't know how to lead medical devices. It's easier to get rid of medical devices and while it would mean a decrease in profits, the profit margins would jump. Larger margins means more for dividends which investors would love. JnJ is gonna follow Boeing, GE, and HP by being too diversified to manage and losing consumer trust.
 









anonymous said:
Why not? Orthopedics is a mature business that isn't growing beyond low single digits, Alcon is growing faster & taking market share in both contact lenses & cataract surgery from J&J's vision business, BWI is losing market share to Boston Scientific & Medtronic, Ethicon is losing market share to Intuitive Surgical & Medtronic due to Ethicon not having a robot. Stryker & Medtronic are taking market share & growing faster than Cerenovus in neurovascular. Medtech doesn't have much of a future in terms of growth. That's why OCD, Cordis, Lifescan, Acclarent, & ASP were divested.

The only thing left in Medtech with growth are Abiomed & Shockwave.
Click to expand...
Grab a clue. JNJ will screw up Shockwave. Corporate will move in with all manner of enterprise requirements, the always absurd sector based “gain alignment” requirements and the complete destruction of autonomous decision making and customer focus.
 






anonymous said:
you all are missing the point. huge investments are going into medtech because medtech is the future. pharma will be spun off in 10 years, you heard it hear first.
Click to expand...
In a 2-sector company, there can only be a divorce. Nothing can be spun-off anymore like Kenvue was.

Pharma will recover in 2026 after getting 1 year over the Stelara loss in 2025.

It's medical devices which doesn't have much of a future in terms of growth. The 4 giant pillars of Ethicon, DePuy Synthes, BWI, & Vision are all losing market share to their respective competitors.

Huge "investments" into medtech were just Duato buying fast growing companies like Abiomed & Shockwave just to meet some metric on his annual performance review to score a raise & bonus for himself. No strategy on how to support Ethicon, DePuy Synthes, BWI, & Vision as incompetent "leaders" continue to tank these 4 operating companies which are the backbone of medtech.
 



anonymous said:
In a 2-sector company, there can only be a divorce. Nothing can be spun-off anymore like Kenvue was.

Pharma will recover in 2026 after getting 1 year over the Stelara loss in 2025.

It's medical devices which doesn't have much of a future in terms of growth. The 4 giant pillars of Ethicon, DePuy Synthes, BWI, & Vision are all losing market share to their respective competitors.

Huge "investments" into medtech were just Duato buying fast growing companies like Abiomed & Shockwave just to meet some metric on his annual performance review to score a raise & bonus for himself. No strategy on how to support Ethicon, DePuy Synthes, BWI, & Vision as incompetent "leaders" continue to tank these 4 operating companies which are the backbone of medtech.
Click to expand...
 









anonymous said:
Why not? Orthopedics is a mature business that isn't growing beyond low single digits, Alcon is growing faster & taking market share in both contact lenses & cataract surgery from J&J's vision business, BWI is losing market share to Boston Scientific & Medtronic, Ethicon is losing market share to Intuitive Surgical & Medtronic due to Ethicon not having a robot. Stryker & Medtronic are taking market share & growing faster than Cerenovus in neurovascular. Medtech doesn't have much of a future in terms of growth. That's why OCD, Cordis, Lifescan, Acclarent, & ASP were divested.

The only thing left in Medtech with growth are Abiomed & Shockwave.
Click to expand...
JnJ has a robot. Robot is out. It will be best in class
 



anonymous said:
Why not? Orthopedics is a mature business that isn't growing beyond low single digits, Alcon is growing faster & taking market share in both contact lenses & cataract surgery from J&J's vision business, BWI is losing market share to Boston Scientific & Medtronic, Ethicon is losing market share to Intuitive Surgical & Medtronic due to Ethicon not having a robot. Stryker & Medtronic are taking market share & growing faster than Cerenovus in neurovascular. Medtech doesn't have much of a future in terms of growth. That's why OCD, Cordis, Lifescan, Acclarent, & ASP were divested.

The only thing left in Medtech with growth are Abiomed & Shockwave.
Click to expand...
Goes w/o saying that J&J will screw-up Abiomed and Shockwave in 5..4..3.....
 






There is potential is some areas of Medtech , however overall Medtech leadership is atrocious.
Most of them are far away from product and customer, doing J&J performance ' aligning ' arts cutting budgets to value adding functions , while pushing that money into more middle management swamp land.

There are incidents of a senior VP in Ethicon berating a PG25 in front of a major supplier in one of the most absurd circumstances caused by the same VP.
Plastic leaders
 



William Weldon said:
There is potential is some areas of Medtech , however overall Medtech leadership is atrocious.
Most of them are far away from product and customer, doing J&J performance ' aligning ' arts cutting budgets to value adding functions , while pushing that money into more middle management swamp land.

There are incidents of a senior VP in Ethicon berating a PG25 in front of a major supplier in one of the most absurd circumstances caused by the same VP.
Plastic leaders
Click to expand...
Female?
 



Top Bottom
Back
Quote