Saturday, April 6, 2024

A Lil' Late With This, But JNJ Will Pay ~$13 Billion For Expanded Cardiovascular Intervention / Device Market Leadership: Getting Shockwave Medical.


There are certainly lots of competitors in the devices arena for cardiovascular surgical suite space globally, and lots of differing needs. But given what high-stakes, high priced procedures these almost always are. . . it is not surprising that a behemoth would emerge. And not surprising it would be. . . in JNJ's stable.

And that is exactly how this one is playing out. There is still plenty of market need for the Edwards LifeSciences of the world. . . but it too may eventually be on JNJ's shoppin' list. [Just a word, to those looking ahead, for M&A gainsplay. . . .]

Here is the latest on all that, from JNJ's MedTech division, itself (but with the renewed vigor of the DoJ's Antitrust desk in evidence, I might ease off the "market leadership" type boastings):

. . . .[JNJ's MedTech unit] announced it entered into a definitive agreement under which Johnson & Johnson will acquire all outstanding shares of Shockwave for $335.00 per share in cash, corresponding to an enterprise value of approximately $13.1 billion including cash acquired. The transaction was approved by both companies’ boards of directors. . . .

With the addition of Shockwave, Johnson & Johnson will expand its MedTech cardiovascular portfolio into two of the highest-growth, innovation-oriented segments of cardiovascular intervention – coronary artery disease (CAD) and peripheral artery disease (PAD). The transaction follows Johnson & Johnson MedTech’s successful acquisitions of Abiomed, a leader in heart recovery, and more recently Laminar, an innovator in left atrial appendage elimination for patients with non-valvular atrial fibrillation (AFib). These acquisitions complement and build on Johnson & Johnson’s established global leadership position in electrophysiology through the Biosense Webster portfolio
. . . .


So it goes -- with all my NCAA picks turning up roses -- and the Kentucky Derby not too far off, now. Smile.

नमस्ते

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