1. Articles from seekingalpha.com

  2. 1-12 of 12
    1. Avinger Offers A Better Mousetrap, But A Lot Of Challenges

      Avinger Offers A Better Mousetrap, But A Lot Of Challenges

      Summary: Adding high-quality imaging to mechanical atherectomy could be a powerful combination that finally ignites a $500 million-plus market that has long frustrated med-tech watchers. Avinger is short on cash and has a lot of spending to do to drive market share into the teens and beyond; dilution seems like a certainty today. An EV/revenue multiple between 4.5x and 5x supports a $7 FV today, and high-growth med-tech stocks can trade well above 5x forward revenue during the good times.

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    2. Volcano Corporation (VOLC) news: Volcano's CEO Discusses Q4 2013 Results

      Volcano Corporation (VOLC) news: Volcano's CEO Discusses Q4 2013 Results

      Our revenue growth occurred despite some difficult macro-environmental challenges during the year, many of which we expect will continue to impact our business in 2014. These include; the continued decline of stable coronary PCIs in the U.S. and Japan, along with constrained healthcare spending in the U.S., greater than anticipated FX headwind in Japan and a moderation of FFR growth rates, continued softness in Axsun telecom sector and product introduction delays by key Axsun Medical ophthalmology customers.

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    3. Volcano Corporation (VOLC): Investor Activism Erupts At Volcano

      Volcano Corporation (VOLC): Investor Activism Erupts At Volcano

      While shareholder activism is a fact of life in the pharma sphere, it is less common in medtech. But this could be changing. The worrying downturn in medtech M&A over the past year means that some investors are getting restless as an exit is denied them, and more and more may take it upon themselves to ensure companies make appealing takeover targets. Volcano Corp. ( VOLC ), a cardiovascular imaging device developer, might be the bellwether. The investment fund Engaged Capital, which has a 5.1% stake in Volcano, is trying to steer the company towards a $200m share buyback and ...

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    4. St. Jude Medical Management Discusses Q3 2012 Results - Earnings Call

      St. Jude Medical Management Discusses Q3 2012 Results - Earnings Call

      Sales for the quarter totaled $1,326,000,000, down approximately 4% from the $1,383,000,000 reported in the third quarter of last year. Unfavorable foreign currency translations versus last year's third quarter reduced this quarter's sales by about $60 million. We will update our currency assumptions in a moment, but the actual average exchange rates during the third quarter were within our previous guidance rang

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    5. St. Jude Medical Management Discusses Q2 2012 Results - Earnings Call

      St. Jude Medical Management Discusses Q2 2012 Results - Earnings Call

      Welcome to the St. Jude Medical Second Quarter Earnings Conference Call. Hosting the call today is Dan Starks, Chairman, President and Chief Executive Officer of St. Jude Medical. Before we begin, let me remind you that some of the statements made during this conference call may be considered forward-looking statements. The 10-K for fiscal year 2011 and quarterly report on Form 10-Q for the fiscal quarter ended March 31, 2012, identify certain factors that could cause the company's actual results to differ materially from those projected in any forward-looking statements made this morning. The company does not undertake to ...

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    6. St. Jude Medical's CEO Discusses Q1 2012 Results - Earnings Call Transcript

      St. Jude Medical's CEO Discusses Q1 2012 Results - Earnings Call Transcript

      Our optical coherence tomography or OCT product revenue increased more than 75% on a year-over-year basis during the first quarter. This extraordinary growth was driven partly by the success of our new ILUMIEN hardware platform, which combines both OCT and fractional flow reserve or FFR capabilities into a single system. We estimate that we already hold approximately a 15% share of the $500 million market for intravascular imaging with our OCT technology, even though our clinical trial programs and other market development efforts supporting the expanded use of OCT products are still in their infancy. Here again, we expect our ...

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    7. Volcano Still Searching For The Sweet Spot

      Volcano Still Searching For The Sweet Spot

      Volcano has a deep pipeline, but the actual dollar value of that pipeline is far from certain. The next major release from Volcano will be optical coherence tomography (OCT) products. OCT is an alternative, light-based imaging technology that produces very high resolution images and will allow physicians to not only visualize stent expansion, but actually characterize the nature of thrombus or intravascular plaques (an increasingly important piece of information when it comes to determining optimal treatment). Volcano believes that OCT will not be a replacement or substitute to IVUS imagining, but rather a complimentary platform. St. Jude, however, believes it ...

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    8. St. Jude Medical's CEO Discusses Q4 2011 Results - Earnings Call Transcript

      St. Jude Medical's CEO Discusses Q4 2011 Results - Earnings Call Transcript
      A review of our FFR growth driver naturally leads to a discussion of our intravascular imaging business. We entered the $500 million market for intravascular imaging in the third quarter of 2010 with the world's first Optical Coherence Tomography or OCT technology. We consider this to be a next-generation technology which can compete successfully against the state of the art at the time, which was intravascular ultrasound or IVUS technology. Now that we have 6 quarters of experience marketing our OCT technology, our optimism about its growth potential has been validated. We expect to exit 2012 with between a ...
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    9. St. Jude Medical's CEO Discusses Q2 2011 Results - Earnings Call Transcript

      St. Jude Medical's CEO Discusses Q2 2011 Results - Earnings Call Transcript
      St. Jude Medical's CEO Discusses Q2 2011 Results - Earnings Call TranscriptSeeking AlphaThe most important new growth drivers in our Vascular business in the near term are our fractional flow reserve or FFR product lines and our Optical Coherence Tomography or OCT product lines. Taken together, we are using these product lines to compete ...and more »
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    10. National Instruments CEO Discusses Q1 2011 Results - Earnings Call Transcript

      National Instruments CEO Discusses Q1 2011 Results - Earnings Call Transcript
      One example is the challenging field of medical imaging where our products are contributing to the research and development of OCT or Optical Coherence Tomography. OCT is a non-invasive imaging technique with superior resolutions to MRI or head in medical images. One example of this is on the research side (inaudible) where they use LabVIEW and flexible FPGA to design the world’s first real-time 3D OCT medical imaging system with a goal to detect cancer done in medical checkups without requiring the patient undergo the severe stress of a biopsy. The design was extremely complex requiring the integration of ...
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      Mentions: Santec
    11. Life Sciences Deal Flows Boost Positive Mood at JPMorgan Healthcare Conference

      Life Sciences Deal Flows Boost Positive Mood at JPMorgan Healthcare Conference
      Optimism ran high at the annual JPMorgan Healthcare Conference in San Francisco this week, a marked turnaround from last year when there was hope, but also a lot of uncertainty. While biotech executives were keenly aware that investor appetite for risk remains tepid, they seemed eager to tout the promise of their development programs to address unmet healthcare needs. Meanwhile, several big pharma companies emphasized the growing importance of emerging markets while not forgetting to reassure the audience that innovation is still a key element for sustaining their business models.
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      Mentions: FDA Avinger
    12. Volcano Corp Q1 2009 Earnings Call Transcript

      As we reported in 10-K for 2008, the Superior Court in Massachusetts in January issued a preliminary adjunction against Axsun and Volcano in response to a complaints filled by LightLab, a wholly owned subsidiary of Goodman. The initial injunction prohibited Volcano from using Axsun tunable lasers and Volcano's OCT products under development, but ordered a full hearing following a more complete discovery. We are pleased to report that as a results of the full hearing that occurred in March, the trial court reconsider the broad injunction and issued a much more limited order to provide simply that a) Axsun ...
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    1-12 of 12
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