SP over past 12 months would/should have gone up regardless with all the tailwinds. Comparatively the SP has under performed against most EV related specs. We've spent most of the past 18 months in the 40s/50s.
I don't mind the alternative views asking tough questions, we can't all be cheerleaders. The BSX story is great but still quite a few boxes to tick , many of which will happen in next 6-12 months, but you can't deny SW has talked a big game and not delivered on a few things. Prob always going to happen at this end of the market but I was hoping BSX would be different.
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SP over past 12 months would/should have gone up regardless with...
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