I read a report today that the medical devices sector has probably been the worst performing sector for two years. I think it could also be related to the weight loss products. In other words, the insulin device manufacturers have been beaten up. But this has not affected $ISRG intuitively. Unfortunately, I never managed to get in here, as the share rarely corrected and was always expensive. Perhaps $GMED is a good alternative here. As far as Trump and the uncertainty are concerned, there are also good alternatives in Europe in the pharmaceutical sector. Such as $UCB or $YPSN. But I think US pharma stocks will continue to rise in the long term. Perhaps now is even a good time to get in. I have $VRTX and $CORT in my portfolio. Furthermore, $TMDX ( @BamBamInvest @Memo0606 what's going on there today?) was also presented here from the medical sector and has already been bought by some. I also find the growth and niche stocks $LMAT and $BONEX
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@Tenbagger2024 $TMDX was recommended by analysts :
is again rated "Overweight" at Piper Sandler with a price target of USD 90:
"We track the number of organ transplants and the number of flights of Transmedics' medical jet fleet each month. Both data sources suggest that TMDX will exceed Wall Street's revenue estimates in the fourth quarter of 2024.
While overall transplant volumes are declining, early machine perfusion data suggests an increasing share that could more than offset volume weakness and return product sales to sequential growth. TMDX also saw a record number of flights in December (and Q4 2024), which should boost service revenue. Looking ahead, we expect the company's strong flight performance to continue here in 2025.
We remain somewhat cautious on second-half weighted guidance, which assumes a contribution from TMDX's new programs, but believe the bar is achievable as market growth materializes. The shares are trading at an attractive entry point for this industry-changing company, in our view, and we reiterate our OW rating."
is again rated "Overweight" at Piper Sandler with a price target of USD 90:
"We track the number of organ transplants and the number of flights of Transmedics' medical jet fleet each month. Both data sources suggest that TMDX will exceed Wall Street's revenue estimates in the fourth quarter of 2024.
While overall transplant volumes are declining, early machine perfusion data suggests an increasing share that could more than offset volume weakness and return product sales to sequential growth. TMDX also saw a record number of flights in December (and Q4 2024), which should boost service revenue. Looking ahead, we expect the company's strong flight performance to continue here in 2025.
We remain somewhat cautious on second-half weighted guidance, which assumes a contribution from TMDX's new programs, but believe the bar is achievable as market growth materializes. The shares are trading at an attractive entry point for this industry-changing company, in our view, and we reiterate our OW rating."
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@Tenbagger2024 Thank you for your assessment
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•@Tenbagger2024 More analysts have upgraded, high short ratio, flights have risen sharply, etc.
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