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Kumar says SELL:

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AugustStockInformer   Monday, 06/19/17 08:21:02 AM
Re: None
Post # of 29 
Kumar says SELL:

https://www.twst.com/interview/Strong-Setup-for-Medical-Device-Companies

TWST: Do you have any areas that you are cautious about or want to describe as “sell” recommendations?

Dr. Kumar: We are “sell”-rated on Varian (NYSE:VAR), which is a radiotherapy equipment manufacturer. That is more from a validation perspective. If you look at the industry growth rates, it is somewhere in the 3% to 4% rate now, granted that Varian has grown above those rates because it has been gaining share. We think the top line for this company is more in the 4%-ish range, so it is not hard for us to envision the top line for this company being in the high-single-digit range just given what has happened on the macro side and the cautiousness on the part of hospital customers who are making big capex decisions.

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