09.29.08: Medical Devices Report
1 roundtable forum, 2 analysts and 3 sector firms examine the Medical Devices segment in this 37-page report from The Wall Street Transcript. Order this Report
  1. Roundtable Forum: Alastair Mackay, Garp Research & Securities Co.; Sara Michelmore, Cowen & Company, LLC;Doug Schenkel, Cowen & Company, LLC

  2. Outlook for Medical Devices: John M. Putnam, Dawson James Securities, Inc.

  3. Investing in Specialty Pharmaceuticals: Gary Nachman, Leerink Swann LLC

  4. CEO Interviews (average 2,500 words): Top management from 3 sector firms examine the outlook for their firm and sector. Firms interviewed include: BioForce Nanosciences Holdings, Inc., CAS Medical Systems, Inc., InforMedix Holdings, Inc.

    Topics covered: Sector performance so far this year - Outlook for medical devices - Impact of the FDA - Payment Outlook - Industry access to capital - M&A activity - Investor interest - Stock recommendations - Revenue and earnings expectations - Personalized medicine - Generic competition

    Companies covered: Beckman Coulter (BEC); Covance (CVD); Edwards Lifesciences (EW); Invitrogen (IVGN); Applied Biosystems (ABI); Luminex (LMNX); Illumina (ILMN); Abbott Laboratories (ABT); St. Jude (STJ); CardioNet (BEAT); QIAGEN (QGEN); CombiMatrix (CBMX); NuVasive (NUVA); Orthovita (VITA); OraSure (OSUR); Haemonetics (HAE); Forest (FRX); Medicis (MRX); Endo (ENDP); Alpharma (ALO); Cephalon (CEPH); Allergan (AGN); Mentor (MNT).
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