Topics covered: Pharma and Medical Device Convergence, Orthopedics and Cardiovascular Medical Devices, Medical Device Innovation and Consolidation Trends, End Market Improvement, Changing Competitive Dynamics, Biotech, Aging U.S. Population, Affordable Care Act
Companies covered: EDAP TMS S.A. (NASDAQ:EDAP), Insulet Corporation (NASDAQ:PODD), Accuray Incorporated (NASDAQ:ARAY), Varian Medical Systems, Inc. (NYSE:VAR), Thermo Fisher Scientific Inc (NYSE:TMO), Stryker Corporation (NYSE:SYK), Sirona Dental Systems, Inc. (NASDAQ:SIRO), Intuitive Surgical, Inc. (NASDAQ:ISRG), Illumina, Inc. (NASDAQ:ILMN), Hologic, Inc. (NASDAQ:HOLX), Genomic Health, Inc. (NASDAQ:GHDX), FEI Company (NASDAQ:FEIC), Quest Diagnostics Incorporated (NYSE:DGX), Agilent Technologies, Inc. (NYSE:A), Celgene Corporation (NASDAQ:CELG), Navidea Biopharmaceuticals, Inc. (NYSEAMERICAN:NAVB), Vision-Sciences, Inc. (NASDAQ:VSCI), Cytori Therapeutics Inc (NASDAQ:CYTX), Cyberonics, Inc. (NASDAQ:CYBX), Zimmer Holdings, Inc. (NYSE:ZMH), Tandem Diabetes Care, Inc. (NASDAQ:TNDM), St. Jude Medical, Inc. (NYSE:STJ), STAAR Surgical Company (NASDAQ:STAA), Medtronic, Inc. (NYSE:MDT), MAKO Surgical Corp., Johnson & Johnson (NYSE:JNJ), Endologix, Inc. (NASDAQ:ELGX), Covidien Ltd. (NYSE:COV), Urologix, Inc., Wright Medical Group, Inc. (NASDAQ:WMGI), Smith & Nephew SNATS, Inc. (NYSE:SNN), Forest Laboratories Inc., Greatbatch, Inc. (NYSE:GB), Edwards Lifesciences Corporation (NYSE:EW), Boston Scientific Corporation (NYSE:BSX), Becton, Dickinson and Company (NYSE:BDX), Baxter International Inc. (NYSE:BAX), Abbott Laboratories (NYSE:ABT), InspireMD, Inc. (AMEX:NSPR)
