ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAE
1Main
2Biosense Webster - CARTO 3 magnetic navigation/mapping for catheters in electrophysiology (arrythmias, AF ablation). CARTO EXPRESS.
3Irrigated Catheter platform - ThermoCool Catheter technology. Contact force catheter allows physicians to see pressure amounts.
4OCTARAY Mapping Catheter with TRUEref technology (CARTO 3 Version 7 System)
5
6Nevo sirolimus-eluting stent: RES technology allows for a number of reservoirs for polymer and drug. Submit Q1 2010 for CE Mark. Thin strut CoCr stent scaffold. Superior to TAXUS Liberte. NEVO2 versus Xience data will be available in 2011, 2012 PMA submission.
7Cypher, Cypher Select Plus, Cypher Stent 225: Shelf life has hurt.
8Endovascular - "STROLL" Study enrollment completed in Q1 2010, indication in 2011. PTA Balloon portfolio (014 and 035 balloons).
9AAA device.
10Exoseal - vascular closure device area, submission in Q1 2010 for CE Mark and FDA, extravascular bio-reabsorbable product. Launched in US 5/27/2010.
11
12200220032004200520062007200820092010
13EU Coronary Stents
14EU Cordis ex Coronary Stents344.5524654.2
15EU Total Cordis15500
16WW Coronary Stents260229052599186414201283
17WW Cordis ex Coronary Stents738.811201301.3000000000002
18WW Total2700
19
20PTCA procedures#REF!
21Pricing#ERROR!
22DES ASP235122452151187517191619
23
242000 - JNJ wins damages against BSX and MDT for $324m and $271m and wins retrials but still faces appeal
25Ding patent - held by BSX - upheld twice - covers the use of polymer/drug combination
26Palmaz-Schatz, Gray - JNJ wins in May 2006
27Jang - BSX wins in May 2006
28
29JNJ looking to prevent the launch of Taxus Liberte
30BSX liability to JNJ 500m-1B as a result of Palmaz (expired 11/2005)
31
326/12/2006: Largest Independent US DES Registry Shows Excellent Outcomes for TAXUS Stent System in Diabetics
33Analysis on data on diabetic patients revealed numerically favorable outcomes for TAXUS Express compared to Cypher in reducing MACE.
34Follow-up on 5,566 at 8 coronary centers, including 1,680 diabetics.
35TAXUS patients had more complex lesions but 6.8% MACE vs 7.1% for Cypher. Death 1.9% vs 3.4% for Cypher p=NS.
36
37Q106: 14.7% operational growth driven by CYPHER worldwide. Biosense Webster also had double-digit growth.
386/28/06 Signs agreement with ClearStream to distribute PTCA balloon catheter CRESCENDO.
39
40MDT - Endeavor delivery weak - lack of a Rapid Exchange system. Positive clinical data - EU before US. Zero incidence of LST while Cypher has 0.6% and Taxus 0.7%.
41ABT/GDT will market both Xience and Zomaxx? Different stents and different coating. Bear says 28% share by 2010. Xience little better than Zomaxx? Unclear.
42DES pricing has been firm in 2006 according to JNJ and BSX - 7/1/06 - BSX mgmt comments DES pricing/penetration and share little changed
43
44Cypher Select Plus - hydrophilic coating - 3rd-gen product - launch in EU in September
45Competition includes Xience V and Endeavor
469/26/2006 - Cordis Endovascular receives approval to market PRECISE Nitinol Stent and ANGIOGUARD Emboli Capture Guidewire to treat clogged neck arteries, (carotid artery disease)
475/2007 - CoSTAR stent fails.
48Q208: Xience to launch.
49
50POTECT - n=8800 ENDEAVOR vs CYPHER
51
52
53
54199519961997199819992000200120022003200420052006200720082009
55Cordis
56Stents - Coronary450700600207201240444610#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!2680.8536864943461750.991670669442316180.5555555555555556-0.14285714285714285-0.655-0.0289855072463768120.194029850746268660.850.3738738738738739#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!-0.34685295229254015-0.07595220062845685
57U.S.25551046010279140314370#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!1494.36344711510631705.8536864943464930.99167066944238181-0.09803921568627451-0.7782608695652173-0.225490196078431380.77215189873417721.24285714285714290.17834394904458598#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!0.14152530282209835-0.45423709076556384-0.12136700491444152
58International195190140105122100130240370694#ERROR_#REF!#ERROR_#REF!975820800-0.02564102564102564-0.2631578947368421-0.250.1619047619047619-0.180327868852459020.30.84615384615384610.54166666666666660.8756756756756757#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!-0.15897435897435896-0.024390243902439025
59Stents - Peripheral85110131139180232300383465548632790915105511750.294117647058823540.190909090909090920.0610687022900763330.29496402877697840.288888888888888860.293103448275862040.276666666666666670.214099216710182750.178494623655913980.153284671532846720.250.158227848101265830.153005464480874320.11374407582938388
60U.S.507086891001321752232653103574705456256750.40.228571428571428560.034883720930232560.123595505617977520.320.325757575757575750.27428571428571430.188340807174887880.169811320754716970.151612903225806450.31652661064425770.15957446808510640.146788990825688080.08
61International35404550801001251602002382753203704305000.142857142857142850.1250.11111111111111110.60.250.250.280.250.190.155462184873949580.163636363636363640.156250.162162162162162170.16279069767441862
62PTCA, Angiography0562609553533549536559580601635692737.24774.9744000000001814.3728640.08362989323843416-0.09195402298850575-0.036166365280289330.0300187617260788-0.0236794171220400740.042910447761194030.037567084078711990.036206896551724140.0565723793677204640.089763779527559050.065375722543352610.051183332429059810.050838407049316706
63U.S.2722862502272482432592492442352602752852950.051470588235294115-0.1258741258741259-0.0920.09251101321585903-0.0201612903225806450.06584362139917696-0.03861003861003861-0.020080321285140562-0.0368852459016393440.106382978723404260.0576923076923076960.036363636363636360.03508771929824561
64International290323303306301293300331357400432462.24489.97440000000006519.3728640.11379310344827587-0.061919504643962850.009900990099009901-0.016339869281045753-0.0265780730897009970.0238907849829351550.103333333333333330.078549848942598190.120448179271708690.080.070.060.06
65Biosense (Noga, DMR)7.621.334.563.988.668115.9866139.18392162.937008187.37755919999998215.48419307999995247.80682204199994284.977845348299871.80263157894736860.61971830985915490.85217391304347820.387605633802817040.30809987819732020.200000000000000040.17065971413939190.149999999999999940.149999999999999880.149999999999999940.14999999999999974
66U.S.2.61120.541.456.71868.061681.6739293.92500799999999108.01375919999998124.21582307999996142.84819654199995164.275426023299933.2307692307692310.86363636363636361.01951219512195120.370.20.20.150.150.150.150.15
67International510.31422.531.9547.92557.5169.01279.363891.26836999999999104.95862549999998120.702419324999971.060.35922330097087370.60714285714285710.420.50.20.20.150.150.150.15
68Total Cordis53513721340906.6935.31055.51343.91640.6680000000001#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!4548.5778795743463828.7728927114423892.35070934831.5644859813084113-0.023323615160349854-0.32343283582089550.031656739466137140.128514915000534640.27323543344386550.2208259543120768#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!-0.15824835935979690.016605272346627353
69U.S.305852832443.6417540.5773.4908.718#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!2332.37720631510642650.06950957434631983.83986721144221952.27542602331.7934426229508196-0.023474178403755867-0.46682692307692303-0.0599639314697926540.29616306954436450.43089731729879740.17496508921644685#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!0.1362096587117476-0.2514008179619084-0.01591078075898852
70International230520508463518.3515570.5731.95948.9251346.51#ERROR_#REF!#ERROR_#REF!1898.508371844.93302551940.07528332499991.2608695652173914-0.023076923076923078-0.088582677165354330.11943844492440595-0.0063669689369090390.107766990291262130.282997370727432140.296434182662750070.4189846405142662#ERROR_#REF!#ERROR_#REF!#ERROR_#REF!-0.028219704135410280.05156949141783353