Vijay Kumar covers medical devices and supplies. Dr. Kumar says pricing has been stable and volumes have improved due to the ACA and the increased access to health care, as well as lower unemployment levels. He says the industry has undergone a structural change over the last five years: There’s been a number of management changes, there are new growth verticals to look forward to and a number of new products. Dr. Kumar shares which companies he likes right now and the products he finds attractive.
Full interview HERE.
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