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Analyst Interview Excerpt
MEDICAL DEVICES: KEAY NAKAE - C.E. UNTERBERG, TOWBIN
Full article published: 7/11/2006    


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TWST: Please give us a quick overview of your coverage.
Mr. Nakae: I am the Medical Device Analyst at C.E. Unterberg, Towbin. My coverage list includes a number of companies that are focused on cardiovascular diseases. This includes Medtronic (MDT), and St. Jude Medical (STJ), which make implantable devices to manage cardiac rhythm disorders, and Greatbatch (GB), which supplies components used in these implantable devices. Another company, Thoratec (THOR), makes left ventricular assist devices for end-stage heart failure patients. We also cover two companies focused on atrial fibrillation. MedicalCV (MCVI) makes a laser ablation device for surgeons to threat that disease, EP MedSystems (EPMD) makes the diagnostic equipment used by electrophysiologists to detect and treat that disease. And we cover one company, NMT Medical (NMTI), which makes closure devices to treat a structural defect of the heart know as a patent foramen ovale, or PFO. Other names in our coverage universe include two companies focused on urology, specifically the treatment of benign prostatic hyperplasia, Urologix (ULGX) and Laserscope (LSCP), which was just acquired by American Medical Systems (AMMD). We also cover another company in the aesthetic laser market, Syneron (ELOS). And we cover one company that manufactures tissue implants used in surgical procedures, Regeneration Technologies (RTIX). Rounding out our coverage list is a company focused on RF ablation for nonresectable cancers, RITA Medical (RITA); a company that manufactures progressive lenses for patients with presbyopia, Shamir Optical (SHMR), and finally, we have a company that sells hearing aids, HearUSA (EAR).

TWST: So, really a broad scope of medical devices.
Mr. Nakae: Yes, that's correct.

Tickers included in this excerpt: AMMD, BSX, EAR, ELOS, EPMD, GB, JNJ, LSCP, MCVI, MDT, NMTI, RITA, RTIX, SHMR, SI, STJ, THOR, ULGX


For more information call (212) 952 7433. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.

 

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