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Takeover – Shockwave Medical ($SWAV) Being Bought by Johnson & Johnson ($JNJ) for $335
DKI originally recommended Shockwave Medical ($SWAV) in December when the stock was at $190. A key part of our positive thesis on the stock was our expectation of a takeover at > $300. This morning, Johnson & Johnson ($JNJ) announced a deal to buy $SWAV for $335 in cash. I’d like to thank cardiologist and … Read more
Selina – A Good Miss!
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Las Vegas Sands Update
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Shockwave is in Takeover Talks
This piece was originally published on March 26th, 2024 In December, DKI recommended Shockwave Medical ($SWAV) at $190. The thesis was the company was growing quickly due to an unchallenged best-in-class product enabling stent placement in cases that were difficult due to excessive calcification of an artery. We further said that the company was a … Read more
