Rob Fannon and Dr. George Huang are analysts for a newsletter called The Medical Investor, and their publisher, George Rayburn, has a deal for you … sign up for a subscription, and you’ll get their new report, “The Most Profitable New Medical Device Investment in the World Right Now.”
Or of course, since you’re a friend of the Stock Gumshoe … you can just read the rest of this post to see what the company’s name is.
What’s the product? It’s a medical device, some sort of imaging product, and they give a few clues about the company:
“It’s safer than X-Rays, MRIs, or CAT Scans, and is already approved by the FDA. So far, this new technology has been used on 450,000 patients worldwide, with amazing results for certain cancers and many gastrointestinal problems.”
43 patents in many of the big industrialized countries.
Shares up 25% since last summer.
Mentioned in several volumes of Nature.
Has a $50 million marketing deal with Johnson $ Johnson.
So we put all that together, and what do we find?
Just a sec’ while I fire up the informatibilization device …
Ah, here we go!
This company is …
Given Imaging (GIVN)
This is a smallish Israeli firm, and their key product is the Pill Cam — which is just what it sounds like, a tiny wireless camera in a capsule that’s small enough to swallow (though just barely — it doesn’t look like a fun mouthful to me).
They use this and the associated products — receivers that you wear on your body, computers to quickly download and interpret the images — to help diagnose problems with the whole gastrointestinal tract. I’m guessing that’s things like stomach cancer, colon cancer, etc., but didn’t read too much about it.
The Nature articles on this, by the way (and I did read parts of them — that’s how much your Gumshoe cares!), were largely about the lead this little company had in this area of imaging as of a couple years ago — and how the big leader in endoscopes, the wired camera’s that you swallow or (picture discomfort), Olympus, with 70% market share, was caught a bit flat footed by the pillcam technology and is trying to catch up in that niche. Don’t know if they have yet or not, but certainly any competitor with Canon’s size and reach would be worth investigating if you’re tempted by this company. In related news, GIVN announced an agreement yesterday to collaborate with Fujinon, one of Olympus’ major endoscope competitors, so maybe that will help them as well.
Analysts have them becoming profitable this year, though they weren’t last year. Don’t know much else about the company, but if you do please share with your collegial Gumshoe readers with a comment here. I do know that I’d rather swallow a pill than a tube, for what it’s worth. Happy researching. And if you want to know what another investment advisor, Peter Stansberry, thinks is the hottest new medical device investment (it’s different than this one), that post from last month is here.
Personal Capital is an advertiser with Stock Gumshoe, but Travis also uses it every day for his personal accounts and finds it invaluable. Here's what he said: "They offer a great (and genuinely FREE) 'second opinion' for your financial plan, but what I love most is their automated financial dashboard -- it will look at all your assets and debts, tally up your asset allocation, project where you'll be at retirement, and suggest ways to manage risk or improve returns. It's free, I think their free tools are great, and I think it's worth checking out -- you can do so here.