Latest ideas and analyses related to medical technology

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US Macro

+11 pts



Quick Med Tech Thoughts From TCT 2022 (EW BSX MDT ABT ABMD MMSI)

By RayHold on Sept. 20, 2022, 11:04 a.m.
Tagged topics: medical technology

Views: 4, Votes: 2, Responses: 0, Attachments: 1

+0 pts



posted: https://street-guru.com/opinion/pen_pen-multiple-growth-drivers-to-sustain-double-digit-growth-profile-initiating-coverage-at-outperform-per-request_20220916_367/...

By realjoe on Sept. 16, 2022, 3:46 p.m.
Tagged topics: deep dive , medical technology

Views: 2, Votes: 1, Responses: 0, Attachments: 0

+0 pts



Here you go: https://street-guru.com/opinion/pen_pen-multiple-growth-drivers-to-sustain-double-digit-growth-profile-initiating-coverage-at-outperform-per-request_20220916_367/...

By realjoe on Sept. 16, 2022, 3:35 p.m.
Tagged topics: deep dive , medical technology

Views: 2, Votes: 1, Responses: 0, Attachments: 0

+0 pts



Here you go: https://street-guru.com/opinion/pen_pen-multiple-growth-drivers-to-sustain-double-digit-growth-profile-initiating-coverage-at-outperform-per-request_20220916_367/...

By realjoe on Sept. 16, 2022, 3:35 p.m.
Tagged topics: deep dive , medical technology

Views: 2, Votes: 1, Responses: 0, Attachments: 0

+0 pts



Looking for Penumbra ($PEN) initiation and current outlook (market, competition)

By Tradejoes on Sept. 16, 2022, 12:44 p.m.
Tagged topics: deep dive , medical technology

Views: 14, Votes: 1, Responses: 0, Attachments: 0
US Macro

+34 pts



When "Stabilization" Is an Upside Surprise, Encouraging Management Commentary

By P on Sept. 11, 2022, 10:31 a.m.
Tagged topics: medical technology

Views: 15, Votes: 5, Responses: 0, Attachments: 1
DXCM

+35 pts



Quick Takes from Management Meetings

By P on Sept. 8, 2022, 10:54 a.m.
Tagged topics: medical technology

Views: 17, Votes: 6, Responses: 0, Attachments: 1
SENS

+51 pts



2Q Shows Progress, But No Material Change to #s or Our MU4 Thesis

By P on Aug. 13, 2022, 6:38 a.m.
Tagged topics: medical technology

Views: 14, Votes: 2, Responses: 0, Attachments: 1
BWAY

+54 pts



Tougher Macro Weighs on Capital Placements

By Thomasidea on Aug. 13, 2022, 6:31 a.m.
Tagged topics: medical technology

Views: 20, Votes: 5, Responses: 0, Attachments: 1
MASI

+52 pts



Consumer Drives 2Q Upside, FX Weighs on Margins

By P on Aug. 11, 2022, 9:29 a.m.
Tagged topics: medical technology

Views: 7, Votes: 3, Responses: 0, Attachments: 1
BDX

+31 pts



Resilience Shows Through, Well Planned Execution

By Thomasidea on Aug. 11, 2022, 9:13 a.m.
Tagged topics: medical technology

Views: 6, Votes: 2, Responses: 0, Attachments: 1
ZBH

+31 pts



First Read on 2Q - Strong Execution

By Thomasidea on Aug. 6, 2022, 9:32 p.m.
Tagged topics: medical technology

Views: 5, Votes: 2, Responses: 0, Attachments: 1
ZBH

+31 pts



First Read on 2Q - Strong Execution

By RayHold on Aug. 2, 2022, 7:51 p.m.
Tagged topics: medical technology

Views: 11, Votes: 2, Responses: 0, Attachments: 1
BAX

+52 pts



Demand Seems to Be There; Supplies Are Not

By Thomasidea on July 30, 2022, 8:43 a.m.
Tagged topics: medical technology

Views: 15, Votes: 3, Responses: 0, Attachments: 1
EW

+52 pts



No Supply Chain Issues, but U.S. TAVR Will Weigh on NT Sentiment

By Thomasidea on July 30, 2022, 8:42 a.m.
Tagged topics: medical technology

Views: 13, Votes: 3, Responses: 0, Attachments: 1
SYK

+55 pts



The Battle Between EPS Growth vs. Revenue Growth; MP3

By Thomasidea on July 27, 2022, 9:55 a.m.
Tagged topics: medical technology

Views: 16, Votes: 5, Responses: 0, Attachments: 1
MMSI

+34 pts



Trusting the Process, With Identifiable Margin Goals; Outperform

By RayHold on July 27, 2022, 9:06 a.m.
Tagged topics: medical technology

Views: 18, Votes: 5, Responses: 0, Attachments: 1
ISRG

+30 pts



A Tough 'Systems' Reset; Flatter NT Slope, But LT Opportunity Unchanged

By Thomasidea on July 22, 2022, 11:53 p.m.
Tagged topics: medical technology

Views: 2, Votes: 1, Responses: 0, Attachments: 0