- BSX’s stock has been cut in half as growth in two key products slowed, despite the company remaining a former compounder.
- The CEO and Chairman bought $9 million of stock; the author expects results to stabilize and a bounce to follow.
- At 15x forward P/E versus Medtronic’s high-teens multiple, a rerating could support $60–70 versus the author’s $45 calls; ITM options cap downside if BSX misses.
Investment pitches
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