Cashing in on a Healthy IndustryCashing in on a Healthy Industry

for a $700 million.In an article on financial Web site Seeking Alpha, he says, "The simple fact is that larger players are looking down the road past the current financial meltdown to a world that will certainly include healthcare reform and probably a slowdown in innovation due to lower funding and reimbursement levels. Scooping up the best new technologies with cash on hand may be a play to maintain and build future market share in specialized large markets such as heart failure and atrial fibrillation that are underserved today."Here is his advice on capitalizing on this industry: Look at technologies that are gaining market share in the largest markets. He suggests that one target could be Endologix, whose device treats treats abdominal aortic aneurysms. Endologix, he says, has been quietly taking market share from its larger competitors but its share price has been falling. Acquired or not, he says, it's likely a good place to find value. Likewise, he recommends Angiodynamics, Endocare, and ATS Medical because each has been growing steadily in its respective segment. He notes, too, that these particular companies are "structured conveniently for purchase."If you are shopping for that perfect medtech investment, he cautions that you "make sure the market is large, sales are growing, and that clinical advantage over larger competitors is present."