In this video, Keay discusses Greatbatch, which he believes is a compelling buy based on its current valuation.
Keay also discusses Stereotaxis. The company has had a hard time getting its catheter, which treats irregular heartbeats, to market (a small number of the devices exhibited signs of char or coagulum formation). The catheter was delayed for about a year.
Previously: [Video] Medical Device Market Overview: Interview with Keay Nakae, Analyst at Collins Stewart