Raj Denhoy covers a large area of medical devices. Mr. Denhoy says devices have been a relatively good space for the last couple of years, but there was a period of time when they were out of favor. He says over the last decade or so there’s been a lot of changes in the industry, and in the last couple of years the stability of the markets has led investors to revisit the sector. Mr. Denhoy believes device companies will continue to manage through challenges, grow their top lines and deliver good cash flows and earnings. He expects to see continued innovation and appreciation of the stability of the industry.
Full interview available here.
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