Streetwise Medical Devices Articles
Buyout Options Gaining a Foothold
Source: Alex Philippidis, Genetic Engineering and Biotechnology News (5/17/12)
"Deals involving buyout rights have two features that make them attractive to smaller partners: up-front payments and a longer-term path to liquidity for their investors."
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Biotech Stock ETFs: How to Ride the Surge in Mergers & Acquisitions
Source: Don Miller, Money Morning (5/16/12)
"Investing in biotech stocks requires not only an understanding of the company's finances, but also knowledge of the company's potential based on its products and technologies. You can reduce some of the guesswork by using exchange-traded funds, which give you exposure without betting the farm on a single company."
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FDA Panel Wants Higher Bar for Medical Devices Aimed at Curbing Obesity
Source: Mass Device, Ingrid Mezo (5/14/12)
"High-risk medical devices intended to help obese patients lose weight should result in more weight loss than lower-risk methods, an FDA advisory panel said last week."
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Venture Capital Is Not Dead. . .Just Resting!
Source: MD+DI, Brian Buntz (5/14/12)
"Summarizing her thoughts on the venture capital model, venture capitalist Lisa Suennen jokingly quoted Monty Python's Dead Parrot sketch: 'It is not dead. . .it is just resting!'"
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Taxing Jobs out of Existence: George Will on the Medical Device Tax
Source: Washington Post, George Will (5/9/12)
"In 2010 Congress, ravenous for revenue to fund Obamacare, imposed a 2.3% tax on gross revenue from U.S. sales of medical devices beginning in 2013. The tax might, however, be repealed."
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Catalysts Move Drug and Medtech Stocks: Michael Hay and Jocelyn August
Source: George S. Mack, The Life Sciences Report (5/3/12)
When studying stock charts it is not hard to see sharp spikes up and deep nosedives related to development milestones and setbacks in the life cycle of a drug or medtech company. The analysts at San Diego-based Sagient Research Systems have made a science out of following the regulatory and media events that can move stocks. In this exclusive interview with The Life Sciences Report, Sagient Vice President Michael Hay and Senior Analyst Jocelyn August demonstrate their expertise with actionable ideas and provide names of companies through which investors might reap profits.
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Looking at Small Medtech and Biotech in Canada: Nick Waddell
Source: George S. Mack, The Life Sciences Report (5/3/12)
Is there a developing Silicon Valley model in Canada? Not quite yet, but Publisher and Founding Editor Nick Waddell of the Vancouver-based Cantech Letter would like to see that happen. Meanwhile, he's looking for—and finding—exciting small- and micro-cap ideas as potential big returners. In this exclusive interview with The Life Sciences Report, Waddell discusses current favorite healthcare names that will surely surprise people who have not been looking North.
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Deep Value Found in Small Medtech: Jason Mills
Source: George S. Mack, The Life Sciences Report (4/19/12)
Medical device companies need to demonstrate four qualities to be good investment ideas, according to Senior Medical Devices Analyst and Managing Director Jason Mills of Canaccord Genuity. In this exclusive interview with The Life Sciences Report, Mills shares his precise criteria and pinpoints specific growth names that are trading at value levels.
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Five Ways to Play Heart Health
Source: George S. Mack, The Life Sciences Report (4/19/12)
You almost never hear an analyst say his sector is trading at a significant discount across all market caps. But when I interviewed Senior Analyst and Managing Director Jason Mills of Canaccord Genuity for The Life Sciences Report, that was his evaluation of the cardiovascular space in medtech. A negative environment can certainly create opportunity, and Mills says specific medtech stocks are trading at "trough levels" not seen since the technology meltdown of 2001–2002.
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Treating Depression with Electrodes Inside the Brain
Source: CNN Health, Sanjay Gupta and Andy Segal (4/14/12)
"The procedure, called deep brain stimulation, targets a small brain structure known as Area 25, the 'ringleader' for the brain circuits that control our moods."
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Early Third-Party Testing Benefits Medical Devices Producers
Source: Today's Medical Developments, Pam Streed (4/2/12)
"Early engagement of third-party testing partner yields significant benefits to medical device manufacturers."
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FDA Issues New Guidance Considerations for Medical Device Approval Decisions
Source: Infection Control Today (3/30/12)
"The Food and Drug Administration has published first-of-kind guidance for medical device manufacturers, describing how the benefits and risks of certain medical devices are considered during pre-market review."
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Sharpen Your Medtech Investing Edge with Genomics, Imaging and Diversified Supplies: Junaid Husain
Source: George S. Mack of The Life Sciences Report (3/29/12)
Medical supplies and diagnostics may not sound exciting, but recurring revenue is key to restful nights and steady growth. Dougherty & Company Vice President and Senior Medical Technology Analyst Junaid Husain has a rule-based approach for selecting winners. In this exclusive interview with The Life Sciences Report, he offers his best ideas and the logic behind them.
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The Medical Device Tax? No Big Deal.
Source: Medical Device +Diagnostics Industry, Brian Buntz (3/29/12)
"There is a lot of price pressure in the medical device sector, acknowledged Pivot Medical's Julian Nikolchev at the Bay Area Biomedical Device Conference. 'But we have more than enough leeway.'"
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Big Returns Come from Small-Cap Medical Technology
Source: George S. Mack, The Life Sciences Report (3/26/12)
A decade ago medtech was in its heyday. Baby boomers were already feeling the discomforts of osteoarthritis and other age-related diseases, and they wanted to be active longer. Device and instrument developers could innovate and get products through the FDA and market them in the U.S. where dynamic pricing power would expand margins and bottom lines. Newer technologies such as minimally invasive surgical procedures were fueling more orthopedic surgeries, because smaller wounds mean lower rates of infection, less discomfort and quicker rehab. The winds of recovery following the dot-com bust were about to carry smaller health-related stocks higher. . .
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Know Your Medtech Growth Drivers: Joanne Wuensch
Source: George S. Mack of The Life Sciences Report (3/8/12)
Medical technology has been stalled in a quagmire of regulation, lowered usage and a more tight-fisted health insurance environment, but Analyst and Managing Director Joanne Wuensch of BMO Capital Markets has identified a few ground-breaking technologies that will drive increasing cash flows in particular companies. In this exclusive interview with The Life Sciences Report, Wuensch delivers the names that will provide essential diversification while they return growth for investors.
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MedTech Industry Stock Outlook
Source: Zacks Equity Research (3/6/12)
"Although still saddled with an unfavorable macro environment, the medtech indyustry is expected to fare better in 2012 thanks to attractive growth opportunities and healthy tailwinds including improving hospital spending, emerging markets and pent-up demand."
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