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Ted Graham
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Edward Graham is Senior Analyst/Consultant, previously responsible for all healthcare positions in the UBS U.S. Small Cap Funds. He has 13 years of buy-side experience in Healthcare with a specialty in Medical Devices and Biotech investing. While at UBS, he developed a unique biotech investment... More
  • Med Tech stocks adding sales people: KCI and ISRG 0 comments
    Oct 4, 2010 9:50 AM | about stocks: KCI, ISRG
    ISRG and KCI are adding sales people which should drive sales/revenues in 6 months greater than wall street expectations.  ISRG and KCI have unique market niches that they can capitalize.  Key metric to follow will be average revenue/sales person.  Both stocks trade at a discount to their growth rate and should be purchased. 

    Risks: KCI faces patent expirations on its key product in VAC, but new products and acquisitions should drive growth higher.

    ISRG faces capital budget constraints within hospitals.

    Disclosure: Long KCI
    Stocks: KCI, ISRG
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