【出版时间及名称】:2010年3月美国医疗行业研究报告
【作者】:瑞士信贷
【文件格式】:pdf
【页数】:226
【目录或简介】:
Table of contents
Sector Performance Overview 3
Our Views On The Stocks 4
Summary of Model Changes 7
Comp Sheet 8
Hot Topics 9
Upcoming Medical Conferences 10
FDA Advisory Panels 11
Foreign Exchange Rates: The Dollar’s Strength 12
Quarterly Results 22
Upcoming Events 25
Stock Price Performance Review 27
S&P 500 Sector Performance 28
S&P 500 Healthcare 29
MedTech Individual Stock Performance 32
Short Interest Positions 37
MedTech Valuations 38
Historical Sector Valuation: Recent Move Towards Market PE 39
Healthcare Cross-Sector Valuation Comparisons 41
Company Profiles & Models 43
Bard (BCR-Neutral) 44
Baxter (BAX-Neutral) 54
Baxter’s Long Range Plan and 2010 Guidance 62
Becton Dickinson (BDX-Neutral) 72
Boston Scientific (BSX-Neutral) 86
CareFusion (CFN-Neutral) 97
Covidien (COV-Outperform) 103
Edwards Lifesciences (EW-Outperform) 117
Medtronic (MDT-Outperform) 127
Nanosphere (NSPH-Outperform) 141
St. Jude Medical (STJ-Neutral) 146
Stryker (SYK-Neutral) 159
Zimmer Holdings (ZMH-Neutral) 170
Major Product Categories 181
Cardiac Rhythm Management (CRM) 182
Coronary Stents 191
Heart Valves 200
Orthopedics 209
Blood Plasma Market 212
Blood Therapies and Market Shares 213
Medicare Hospital Inpatient Payment Proposal 214
Glossary 217
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