Matt Miksic, Managing Director and Senior Research Analyst at Piper Jaffray & Co. (PJC), Called the MAKO Surgical (MAKO) Upside: What Else Does He Recommend?

Wall Street Transcript

67 WALL STREET, New York - September 25, 2013 - The Wall Street Transcript has publishes several Medical Devices Report each year, offering a timely review of the sector to serious investors and industry executives. These special features contain expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. Full issues are available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Topics covered: Orthopedics and Cardiovascular Medical Devices - Medical Device Innovation and Consolidation Trends - Cardiac - Health Care - Affordable Care Act

Companies include: Intuitive Surgical, Inc. (ISRG), MAKO Surgical Corp. (MAKO), Baxter International Inc. (BAX), Wright Medical Group Inc. (WMGI), Johnson & Johnson (JNJ), Medtronic, Inc. (MDT), Zimmer Holdings Inc. (ZMH), Smith & Nephew plc (SNN), Stryker Corp. (SYK) and many others.

In the following excerpt from the Q1 Medical Devices Report, Mike Miksic of Piper Jaffray & Company discusses one of his many top medical device stock picks for investors:

...In the small-cap space, I would highlight advanced surgical technologies. MAKO, as much as the stock has gotten hurt in the past year, has come way, way in. We think that it's a robotic-surgery story that's going to work. We think they've proven on themselves in partial knees. I think they are getting better traction in hips. And looking out over the next couple of hills to where health care is going, it's one of those "going where the puck is going to be" stocks. Patients want more predictable outcomes, hospitals want more predictable supply and costs, and I think ultimately payers are going to want some element of reassurance that the implants are put in with some precision. MAKO is a stock that has gotten beaten up; we like it very much this year...

For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

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