As you probably know, EW was spun off from BAX about ten years ago. I don’t follow it closely.
In the medical-device sector, the companies I’m most interested in are SYK and ZMH—implant makers who are nearly clones of one another: #msg-40600417. The orthopedic-implant arena is a classic oligopoly with a very high barrier to entry, and the particiapnts enjoy a strong demographic tailwind (#msg-36422709). Regards, Dew
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”