Some int co's to keep an eye on from JP Morgan:
XDx, a private company, made a compelling presentation, showing great potential. The company uses gene expression to monitor immune and inflammatory status. It has a test for cardiac transplant rejection, and is developing one for lung transplant rejection and another for SLE (lupus). This is the right way to apply gene expression. It is a well-run company with solid science. It seems to have more potential than its competitor Genomic Health (NASDAQ: GHDX - News).
Website: xdxinc.com
Spine Wave – A private device company, but spine is hot. They position themselves as a Kyphon killer, and they appear to have a superior mouse trap. But they don’t have Kyphon’s killer sales force, so I wouldn’t bank on them. Big VCs behind them, though, including NEA, Morgenthaler (IPO in their future?), Foundation, Canaan, NLV, etc.
Website: spinewave.com
Kyphon – This is sounding like a spine report, but so be it. With two recent acquisitions under their belt, they may be pre-occupied for a bit, but this is an extremely well-run, aggressive company and they are definitely a winner.
Website: kyphon.com
Flow Cardia – Flow Cardia has a great device for getting through total occlusions. They have very impressive results, but there are many dead bodies along this path. This could be interesting to follow.
Website: flowcardia.com |
