Healthcare: 3 Medical Device Monopolies

Industry Focus

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4.6 • 854 Ratings

🗓️ 20 February 2019

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Some medical device companies hold such a strong competitive position in their industry that it isn't a stretch to call them a monopoly. In this week's episode, Motley Fool Contributor Brian Feroldi and Industry Focus host Shannon Jones discuss why Intuitive Surgical, Abiomed, and Novocure are three medical device monopolies hiding in plain sight.

Stocks Mentioned: ISRG, ABMD, NVCR

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0:00.0	Welcome to Industry Focus, the show that dives into a different sector of the stock market every day.
0:07.5	Today is Wednesday.
0:09.0	February the 20th and we're talking health care.
0:12.0	I'm your host Shannon Jones and I'm joined via Skype by
0:15.2	foolish contributor and really medical device guru Brian for oldie Brian how are you
0:20.9	Hey Shannon how's it going?
0:23.0	It's going well.
0:24.0	I'm so glad to have you back.
0:25.0	Really excited to have you back for this topic in particular.
0:29.0	We're talking about medical device monopolies, specifically three stocks that we think could really
0:36.2	drive shareholder returns for the long term.
0:38.9	And so Brian, I'm excited to have you on the show to talk about these three stocks. Before we jump into the stocks though, maybe let's level
0:46.1	set because I think it's important when we talk about medical device monopolies to really define
0:51.2	what we mean by that.
0:52.9	Do you want to give any context to that word monopolies?
0:55.5	I think there's kind of a negative connotation,
0:57.9	but from an investor's perspective,
0:59.2	it's actually a really great thing.
1:01.8	Sure.
1:02.2	So when we talk about monopolies, we just mean that a company essentially utterly
1:08.0	dominates its category, either through having immense market share or from having a lack of competition.
1:17.0	And that can happen for a variety of reasons.
	...

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