12.13.04: Medical Supplies & Devices Report
A roundtable forum, 2 analysts and top management from 16 firms examine the Medical Supplies & Devices sector in this 97 page report from The Wall Street Transcript.

  1. Roundtable forum: Suraj Kalia, Northland Securities; Eli Kammerman, Cathay Financial LLC; Anthony V. Vendetti, Maxim Group

  2. Medical Devices Industry Overview: Ed Shenkan, Wells Fargo Securities, LLC

  3. Cardiovascular, Orthopedics, Women’s Health/Urology: Greg Simpson & Thomas Kouchoukos, Stifel Nicolaus & Co.

  4. Off the Record: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.

  5. CEO Interviews (average 2,500 words): Top management from 16 sector firms examine the outlook for their firm and the sector. Firms interviewed include: BSD Medical Corporation, Current Technology Corporation, AMS Homecare Inc., ArthroCare Corporation, Axis-Shield Plc, Becton, Dickinson and Company, Biomet, Candela Corporation, dj Orthopedics, Dynatronics Corporation, Invacare Corporation, Kyphon Inc., NIR Diagnostics Inc., Regeneration Technologies and Theragenics Corporation.

    Topics covered: Regulatory issues  - Pricing pressures  - Sustainable technology  - Cardiovascular space  - M&A activity  - Automated external defibrillators (AEDs)  - Sarbanes-Oxley  - FDA screening  - Hospital budgets  - Orthopedics 
    Companies covered: Spectranetics (SPNC), Advanced Neuromodulation Systems (ANSI), ZOLL Medical (ZOLL), SurModics (SRDX), Candela (CLZR), Cutera (CUTR), Palomar Medical Technologies (PMTI), Syneron Medical (ELOS), Endocardial Solutions (ECSI), Medtronic (MDT), Given Imaging (GIVN), OraSure Technologies (OSUR), Cytyc (CYTC), Boston Scientific (BSX), St. Jude (STJ), Conceptus (CPTS), American Medical Systems (AMMD), ABIOMED (ABMD), ATS Medical (ATSI), Edwards Lifesciences (EW).
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