Molina Healthcare, Inc. (MOH): Market overview Medicaid is a rapidly growing segment within healthcare, which should directly benefit MOH. In addition to typical market growth of mid-single digits, there are several…
As one of the leading Medicaid-focused HMOs, MOH enjoys a strong foothold in one of the healthcare sector’s fastest-growing markets.
Laser focus CEO Dan Starks told an audience last week that excessive focus on emerging markets “fails to appreciate the potential of the medical device industry.” The CEO firmly believes…
Last Wednesday, St. Jude Medical (STJ) released its Q3 results, topping analyst estimates, driven by its CRM (cardiac rhythm management) division.
The industry looks to be weathering the Obamacare storm, yet there are still a couple key reasons to be wary of the industry over the coming months.
Overhyped? Many medical technology giants have invested significant resources in the renal denervation business. But global barriers to adoption may stand in the way. The area is among the hottest…
Renal denervation trials are encouraging This therapy to treat hypertension has shown encouraging results in patients in a study released this week from Singapore. Studies are showing a success rate…
No US companies have approved renal denervation devices in the US market, but they’re in the process of testing and selling these devices.
According to reports, President Obama has ceded that his administration is open to a repeal of the medical device tax following federal budgeting meetings.
MAKO purchase Stryker (SYK) recently announced a takeover of MAKO Surgical Corp. (MAKO) for $1.65 billion. MAKO is a robotics manufacturer with technology used in knee and hip replacement surgeries. Stryker…
The start of Obamacare’s new health insurance exchanges marks the start of a period of volatility for Stryker. Stryker Corporation is a top medical device manufacturer with sales of $8.65 billion in 2012.
According to Boston Scientific, the company has experienced sustained revenue growth in China of about 25% over the past five years.
On October 1, 2013, the US government shut down. Look for increased volatility and delayed revenues in medical device stocks and exchange-traded funds.
Historically, device manufacturers had been catering to physicians. With rising medical costs, the decisions are slowly shifting to consumers, payers, and medical systems.
A group of medical device manufacturers was recently awarded a slew of government contracts for devices, equipment, and supplies.
Why a repeal of the medical device excise tax could be a huge boost for an industry with stymied growth.
According to a report released by Ernst and Young, the medical device industry is experiencing slower growth in the United States.
According to AdvaMed, a medical device lobbying group, the average prices paid for medical devices declined from 2007 to 2011 on an inflation-adjusted basis.
Covidien (COV) announced that it will lay off a significant amount of employees as part of global restructuring efforts. The initiative aims to save the company up to $300 million a year by fiscal 2018.
The expansion of the CMS competitive bidding system will put additional pressure on device manufacturers trying to stay in business in the wake of Obamacare.