As part of our special focus this week on Medical Devices, we spoke with analyst Junaid Husain of Soleil Securities Group, Inc. Husain focuses his research on a wide variety of topics, but one of he monitors closely is Radiation Oncology. His top pick in this space is a company called Varian Medical System (VAR). Here’s why:

Mr. Husain: Varian invested in new technology and they have what I like to refer to as one of the best product rollouts in radiation oncology history with their RapidArc software. This is a software that is bolted onto their radiation oncology box. Basically what RapidArc does is that it makes radiation oncology that much more efficient; you can get 50% more patients through the radiation oncology suites than before. So in this tough hospital spending environment, when a Varian sales rep goes into a hospital and says to the CFO, “I can improve your patient throughput in your big box radiation oncology suite to the tune of 50% or more,” that’s a very compelling sales pitch. So I think that Varian has had a lot of success with RapidArc. The RapidArc launch has been very good for them and I continue to expect this rollout to proceed well. 

For the complete Medical Devices report, including a full interview with Mr. Husain and interviews with a variety of other portfolio managers, click here. 

This entry was posted on Tuesday, April 14th, 2009 at 5:29 pm and is filed under Healthcare Stocks. You can follow any responses to this entry through the RSS 2.0 feed.