More From Amritpal Khalsa
Must-know: Shanghai free trade zone deregulates medical equipment
The Shanghai zone has been touted as China’s greatest attempt at economic reform since the first special economic zone in Schenzen in 1980.
St. Jude Medical: Key strategic stock outlook
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 that straying into emerging markets implies a lack of imagination and focus. This is highly controversial, as most medical technology giants have been investing significantly […]
Must-know: Current medical devices risks and opportunities
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.
Must-know: Renal denervation trials show the therapy is working
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 of 85%, and approximately one-third of patients reduced their dependence on medication. Tan Tock Seng hospital chose to try the relatively untested therapy, as more […]
Is renal denervation a new medical device stocks cash cow?
No US companies have approved renal denervation devices in the US market, but they’re in the process of testing and selling these devices.
Why medical device companies’ federal contracts will boost stocks
A group of medical device manufacturers was recently awarded a slew of government contracts for devices, equipment, and supplies.
Are Covidien’s layoffs good for the medical device industry?
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.
Brazil’s medical device industry: Health coverage outlook
The upward trends of the healthcare market show that Brazil is positive for the medical device industry, suggesting rapid increases in demand as more and more people can afford the devices and pay accordingly.
Brazil’s medical device industry: Market outlook
Brazil is the largest market for medical devices in South America. This year, the market is expected to reach $8 billion in revenue.
Must-know: Key export barriers for medical device manufacturers
Most large U.S. manufacturers have invested significant capital into emerging markets, including Medtronics, Johnson & Johnson, GE, and Stryker.
Why Israel is poised to soon lead medical device industry growth
Espicom Business Intelligence forecasts the Israeli market to be valued at $1.096 billion in 2016—a 20% increase over five years. The country looks to the medical device industry for a significant amount of growth.
Medtronic purchases Cardiocom: Bad for medical device industry?
Medtronic has always been considered a bellwether for the medical device industry because of its pure focus on the device market. Yet that changed in mid-August, as Medtronic announced its acquisition of Cardiocom.
Sharpe ratio shows healthcare ETFs are a strong relative investment
Adjusting performance on a risk basis As new insurees flood the insurance market and baby boomers approach retirement, the healthcare space should expect dramatic increases in demand. Alongside an increase in demand, however, has been a tightening of reimbursement policy and a more stringent regulatory environment. These variables present unique risks and opportunities for healthcare […]
Why you should use the Sharpe ratio when investing in the medical device industry
What is a Sharpe ratio? A Sharpe ratio is a tool that measures the amount of returns for each unit of volatility that’s generated by a portfolio (higher returns and lower volatility equals more returns per unit of volatility). The measurement allows investors to analyze how much return they’re receiving from a portfolio in exchange for […]
Must-know: Insurance exchanges will affect medical device stocks
Big change to come in the healthcare industry Ready or not, state-run insurance exchanges will be ready for open enrollment starting October 1. The introduction of these public exchanges for individuals and small group employers highlights a significant change in the healthcare industry. Making consumer access to healthcare easier, more than 30 million people are […]
Why the medical device tax repeal bill shouldn’t pass anytime soon
The proposed Protect Medical Innovation Act of 2013 The Protect Medical Innovation Act of 2013 has gained bi-partisan support in the House of Representatives, ensuring the bill passes when it comes to vote. But the keyword is “when” it comes to vote. Witnessing large layoffs by companies like Stryker Corp. in November 2012, lawmakers began taking […]