This market leader is on sale
Todd Campbell (Intuitive Surgical): There were 1 million surgeries done last year using Intuitive Surgical’s robotic assist system, da Vinci, and growing use in new procedures, such as hernia repair, suggest da Vinci will win more widespread use in 2019.
A fallen angel
Brian Feroldi (Abiomed): I’ve been a fan of Abiomed for quite some time. The medical-device maker holds a near-monopoly in the growing field of temporary heart pumps and has grown at a phenomenal rate over the past few years. That has translated into breathtaking financial results and big returns for shareholders.
A generic medication maker that’s returning to its strength
Chuck Saletta (Teva Pharmaceutical): Despite being one of the largest generic-drug makers on the planet, Teva Pharmaceutical was thrown for a loop when the patents on its own blockbuster drug, Copaxone, started to expire. The company was forced to slash jobs, eliminate its dividend, and report a net loss in 2018 at least partially because of the related restructuring.