This is standard stuff, and the numbers don't blow me away. I certainly expect there to be dozens, if not hundreds, of patients who come forward. It's premature to try to predict the ultimate disposition of the cases.

We expect the company to be a cardiovascular powerhouse, worth more together than on a stand-alone basis.

It's a slam-dunk for Boston Scientific, and I think there are implications for the rest of the industry.

Eighty dollars a share is certainly a fair price for this business that we suspect is not nearly as damaged as the media coverage would suggest. It becomes increasingly difficult for J&J to follow Boston's lead on price.

Strong leadership and better communication would likely turn it around within 18 to 24 months.

It implies there is room for a counter offer.