【出版时间及名称】:2010年1月美国医疗设备行业研究报告
        【作者】:瑞士信贷
        【文件格式】:PDF
        【页数】:245
        【目录或简介】:
Table of contents
Our Thoughts on 2010 3
Our Views On The Stocks 4
Summary of Changes 8
Year-to-Date Performance 9
Short Interest Positions 12
MedTech Valuations 13
Historical Sector Valuation: Recent Move Towards Market PE 14
Healthcare Cross-Sector Valuation Comparisons 16
MedTech Event Calendar 18
2010 Event Calendar 19
Prepping for 4Q Results? 21
What Happened Last Quarter… 22
4Q09 Earnings Calendar 24
Earnings Preview Tear Sheet 26
Annual Guidance Outlook 27
4Q09 Earnings Preview: Early Read-Thrus 29
Company Profiles & Models 31
Covidien (COV-Outperform) Reports Jan 20 32
Stryker (SYK-Neutral) Reports Jan 26 47
St. Jude Medical (STJ-Neutral) Reports Jan 27 59
Bard (BCR-Neutral) Reports on/about Jan 27 71
Zimmer Holdings (ZMH-Neutral) Reports Jan 28 82
Baxter (BAX-Neutral) Reports Jan 28 94
Becton Dickinson (BDX-Neutral) Reports Jan 28 112
Edwards Lifesciences (EW-Outperform) Reports Feb 4 127
Boston Scientific (BSX-Neutral) Reports Feb (TBD) 138
CareFusion (CFN-Neutral) Reports Feb 9 150
Medtronic (MDT-Outperform) Reports Late Feb 157
Nanosphere (NSPH-Outperform) Reports Late Feb/March 172
Major Product Categories 177
Cardiac Rhythm Management (CRM) 178
Coronary Stents 187
Heart Valves 198
Orthopedics 207
Blood Plasma Market 209
FX Rates: A Tailwind in 2010 210
Major Currency Exchange Rates 212
Company Sales and Asset Geographic Mix 215
2009 Stock Performance Recap 221
S&P 500 Sector Performance 222
S&P 500 Healthcare 223
MedTech Individual Stock Performance 227
Washington Update 232
Medicare Hospital Inpatient Payment Proposal 234
Glossary 237                                        
                                    
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