5 Comments
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Steven Hagan's avatar

Great choice. I’ve been a BSX fan since my AFib was treated with the Farapulse at the Cleveland Clinic 3 years ago. I think GMED is a great pick too!

Aurelion Research's avatar

Thanks Steven. Could not agree more with you here, both amazing businesses!

Bok Choy's avatar

I just happened to buy this last week for the same reasons.

Aurelion Research's avatar

Welcome to the party Bok!

Nikhil Kumar's avatar

I appreciate the overall sentiment of the post. I have reasonable good insight into management of these conditions. Im not totally convinced of the Watchman intervention unless its focused on a very few select group if patients. I dont think its a communication issue. I personally wouldn't be recommending it based on the clinical data available.

My assumption is that the watchman risk is realised or worse.

How does this company fare?

The strength here is the acquisition of interesting start ups and their penetration into hospitals. If a promising product comes in, then they probably have the best platform to rapidly put it into practice.