Topics covered: Regulatory Hurdles and Health Care Reform, Pricing Pressures in the Medtech Industry, New Product Cycles in the Cardiovascular Space, Life Science Tools' Outperformance in Industrial End Markets, Investment in Genomics Research
Companies covered: Tenneco Inc. (NYSE:TEN), Santarus Inc., Alphatec Holdings, Inc. (NASDAQ:ATEC), ZOLL Medical Corp., Zimmer Holdings, Inc. (NYSE:ZMH), Stryker Corporation (NYSE:SYK), St. Jude Medical, Inc. (NYSE:STJ), Insulet Corporation (NASDAQ:PODD), Orthofix International N.V. (NASDAQ:OFIX), NxStage Medical, Inc. (NASDAQ:NXTM), NuVasive, Inc. (NASDAQ:NUVA), Medtronic, Inc. (NYSE:MDT), Boston Scientific Corporation (NYSE:BSX), Alimera Sciences, Inc. (NASDAQ:ALIM), Waters Corporation (NYSE:WAT), Varian Medical Systems, Inc. (NYSE:VAR), Thermo Fisher Scientific Inc (NYSE:TMO), Illumina, Inc. (NASDAQ:ILMN), Hologic, Inc. (NASDAQ:HOLX), Edwards Lifesciences Corporation (NYSE:EW), Dionex Corp., Baxter International Inc. (NYSE:BAX), Penske Automotive Group, Inc. (NYSE:PAG), Palomar Medical Technologies I, Dynatronics Corporation (NASDAQ:DYNT), Accuray Incorporated (NASDAQ:ARAY)
