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Biotech / Medical : Future Medical Device Companies
STXS 2.910-0.3%Oct 31 9:30 AM EST

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To: IRWIN JAMES FRANKEL who wrote (80)10/5/2007 11:21:08 AM
From: semi_infinite   Read Replies (1) of 136
 
I just watched the video replay on CNBC. He did acknowledge that he has competition in the electrophysiology space, which would be STXS. What he referred to as "no competition" is the structural heart disease space done through blood vessel access. I would agree with that narrow definition. ISRG does structural heart repairs but access is from outside of the blood vessels and heart. Corindus is also doing robotics work through blood vessels but they may be not be targeting structural heart disease at first. Washington U. in DC is heading the clinical tests there. STXS may and Corindus will target structural heart disease in the future I expect. There is no barrier to entry for them.
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