ResMed's execution continues to impress, but growth prospects are priced in.
Inability to ameliorate the company's manufacturing issues in a timely manner could result in harsher FDA penalties, including fines under a consent decree. A 2013 patent expiration on Hospira's branded anesthetic, Precedex, and commencement of the medical device tax will add pressure to the
Armed with proven technology, Illumina should benefit from robust growth in the sequencing space.
Despite progress with silicone hydrogels, Cooper has not carved out any competitive advantage.
The launch of Covidien's ultrasonic dissection device planned for 2012 could be delayed by J&J's patent infringement lawsuit. Group purchasing organizations are becoming increasingly powerful as the list of clients they represent expands. Such clout allows GPOs to maintain an upper hand in contract
C.R. Bard's more capable devices command a premium to their basic alternatives. Physicians and hospitals many not see a need for this added functionality, especially in tougher economic times.Physicians may not feel the need to change their procedures or train nurses on new devices, which could
With only one product and very low switching costs for customers, Insulet is very vulnerable if larger competitors like Medtronic and J&J produce similar or superior tubeless insulin pumps in the long term.As consumers pull back on spending, we've seen some diabetic patients put off purchases of
Cuts in Medicare reimbursement rates for radiation procedures could decrease demand for the company's technology and drive hospitals and clinics toward other treatment methods eventually.Varian's large market share in oncology services in the U.S. may reach a saturation point, forcing the company
CareFusion's growth and profitability will remain depressed as long as the economy weighs down hospital expenditures.CareFusion has been a public company for a short time, and without the financial and marketing support of Cardinal Health, it could struggle as a stand-alone entity.CareFusion will
The new national health-care reform plan could put downward pressure on reimbursement of some of Hologic's products. The FDA has introduced a proposal that would reclassify digital mammography systems, allowing them to be approved through a less-rigorous 510(k) process, reducing barriers to entry