Debbie Wang

Innovations in spinal cord stimulation bolster moats at Medtronic, Boston Scientific, and Abbott.

We’re not changing our $97 fair value estimate.

With consistency that we rarely see in medical technology, Stryker has delivered another quarter of strong growth across all three of its segments.

We think he’ll bring a much-needed new perspective to the company.

But the disruption caused by COVID-19 has little effect on the device industry’s moats.

Robots are becoming more central to the orthopedic field, but widespread adoption still faces considerable hurdles.

Robots from Stryker and Zimmer Biomet are worth a look.

We think Abbott's new antigen test will increase diagnostic testing capacity in the U.S. We are raising our fair value estimate for the narrow-moat company.

We see meaningful improvement and remain confident in the company's wide moat.

Will recent legislation affect its 2021?

The wide-moat company dominates medical technology.

The wide-moat medical device firm is well-positioned to leverage value-based reimbursement and risk-based contracts.

Wide-moat Zoetis' purchase of Abaxis makes strategic sense but doesn't threaten narrow-moat Idexx Labs.

The wide-moat company leads the market in medical technology.

Few can match the company's pervasive presence in hospitals.

We think this wide-moat device-maker has a lead in the transcatheter mitral valve market.

Policy research suggests consumers are not good at distinguishing high-value services from low-value.

The company's wide economic moat, which primarily stems from surgeon switching costs, remains intact.

We think Allergan is well positioned with a strong pipeline of specialty drugs and attractively undervalued today.

It will take many months for the wide-moat medical device firm to address the issues raised by the FDA, and this situation might drag on revenue growth in the near term, which could depress shares.

The potential repeal of the Affordable Care Act will hurt hospitals, but we think some wide-moat pharma and biotech companies should be able to withstand the turbulence.

We think the firm is largely insulated from UnitedHealth's choice of Medtronic.

Stryker management has shown foresight by investing in orthopedic extremities and robotics, which will support its wide moat going forward.

Merck, Roche, Express Scripts, and LabCorp stand to benefit from an increased focus on cost control and improved outcomes.

Merck, Roche, Express Scripts, and LabCorp stand to benefit from an increased focus on cost control and improved outcomes, says Morningstar's Debbie Wang.

The device maker's planned acquisition of Covidien will make it a force to be reckoned with.

Industry dynamics are shifting in the wake of Zimmer's Biomet acquisition.

The firm is on track to meet our full-year estimates, and our $60 per share fair value estimate and wide moat rating are intact.

Med-tech multinationals look to the East for growth in China.

Sporting a narrow moat, Abbott is set for moderate growth, but the real opportunity for investors is in rising profitability.

Its lagging innovation has implications for the future.

This low-key health care niche could offer therapy for some portfolios.

Changes in regulation are casting shadows over the medical device industry.

Diagnostic reference labs: Narrow moat firms have strong prospects.

A raft of issues could set the tone for the medical device industry going forward.

These eight health-care stocks have what it takes to weather the storm.

These eight health-care stocks have what it takes to weather the storm.

Health-care companies are relatively unscathed by the market meltdown.

Health-care reform is likely to be slow and painful.

Political winds could cast a cloud over health-care companies.

Health-care spending is likely insulated from larger economic bumpiness.

We think big pharma's pipelines are looking healthier--it's time to buy.

The pendulum may have swung too far at the FDA.

Political and regulatory changes could sway biotech and drug stocks.