Healthcare

Medical Devices

The Medical Devices industry consists of companies that design, manufacture and distribute various devices used in the diagnosis and treatment of a wide variety of medical conditions. The primary market driver remains demographic trends - the U.S. Census Bureau projects that roughly 40% of the U.S. population will be 45 years of age or older by 2008. These demographic trends, coupled with Americans' higher expectations relating to lifestyle/quality of life issues and demands for access to the latest medical technologies, will drive growth for the industry.

The Medical Devices team is focused on companies with technologies that are well-positioned to benefit from these ongoing trends. We look for companies within our areas of focus that we believe have significant market opportunities, innovative and value-adding products, quality management teams and solid fundamentals.

Managing Director:
Chris Cooley: Bio
 Analysts:
Drew Jones: Bio
 Associates:
Matt Hutchison: Bio

Companies

Abiomed, Inc.Accuray Inc.Align Technology
Conceptus, Inc.DexCom, Inc.Endologix, Inc.
Hill-Rom Holdings, Inc.Hologic, Inc.Insulet Corp.
Merit Medical Systems, Inc.NxStage Medical, Inc.RTI Biologics, Inc.
Sirona Dental Systems, Inc.STAAR Surgical Co.STERIS Corp.
Teleflex Inc.The Cooper CompaniesZOLL Medical Corp.
Weekly Medical Device & Hospital Supply Comparative Valuation Table (02/06/2012)
VITAL SIGNS: February 2012 Monthly Portfolio Managers Review (02/06/2012)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (01/30/2012)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (01/23/2012)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (01/17/2012)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (01/09/2012)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (01/03/2012)
The Sound of Rising Taxation in the Distance (01/03/2012)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (12/27/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (12/19/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (12/12/2011)
VITAL SIGNS: December 2011 Monthly Portfolio Managers Review (12/06/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (12/05/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (11/28/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (11/21/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (11/14/2011)
VITAL SIGNS: November 2011 Monthly Portfolio Managers Review (11/07/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (11/07/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (10/31/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (10/24/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (10/17/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (10/10/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (10/10/2011)
VITAL SIGNS: October 2011 Monthly Portfolio Managers Review (10/03/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (10/03/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (09/26/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (09/19/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (09/12/2011)
VITAL SIGNS: September 2011 Monthly Portfolio Managers Review (09/07/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (09/06/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (08/29/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (08/22/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (08/15/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (08/08/2011)
VITAL SIGNS: August 2011 Monthly Portfolio Managers Review (08/02/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (08/01/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (07/25/2011)
Stephens to Host Med-Tech Institutional Investor Field Trip (07/20/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (07/18/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (07/11/2011)
VITAL SIGNS: July 2011 Monthly Portfolio Managers Review (07/06/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (07/05/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (06/27/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (06/20/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (06/13/2011)
Stephens to Host Med-Tech Institutional Investor Field Trip (06/08/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (06/06/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (05/31/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (05/23/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (05/16/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (05/09/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Table (05/02/2011)
Medical Device & Hospital Supply Relative Valuation Summary (04/11/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation Summary (04/04/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation (03/21/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation (03/14/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation (03/07/2011)
Weekly Medical Device & Hospital Supply Comparative Valuation (02/23/2011)
Medical Device & Hospital Supply Comparartive Valuation (02/14/2011)
Weekly Medical Device & Hospital Supply Relative Valuation Summary (02/07/2011)
Weekly Medical Device & Hospital Supply Relative Valuation Summary (01/31/2011)
Weekly Medical Device & Hospital Supply Relative Valuation (01/24/2011)
Weekly Medical Device & Hospital Supply Relative Valuation (01/18/2011)
Analysis on the Use of Biologics in Soft Tissue Repair (01/18/2011)
Weekly Medical Device & Hospital Supply Relative Valuation (01/10/2011)
Weekly Medical Device & Hospital Supply Relative Valuation Table (01/03/2011)
Weekly Medical Technology and Hospital Supply Relative Valuation Table (12/27/2010)
Weekly Valuation (12/21/2010)
Valuation Summary (12/13/2010)
Valuation Table (12/06/2010)
Weekly Valuation (12/02/2010)
Medical Devices Weekly Valuation (10/25/2010)
Medical Devices Weekly Valuation (10/04/2010)
Medical Devices Weekly Valuation (09/28/2010)
Weekly Valuation (08/16/2010)
Medical Devices: Coverage Update (08/03/2010)
Medical Devices Weekly Valuation (07/06/2010)
Medical Devices Weekly Valuation (04/19/2010)
Stephens to Host Med-Tech Institutional Investor field Trip (04/12/2010)
Medical Devices Weekly Valuation (03/08/2010)
Medical Devices Weekly Valuation (02/22/2010)
Medical Devices Weekly Valuation (01/11/2010)