DeviceTalks Weekly, Episode 1, - Raj Denhoy, Jefferies
Play • 27 min
Welcome to the DeviceTalks Weekly Podcast, a regular – and sometimes irregular – opportunity to visit with the editorial team at MassDevice and Medical Design and Outsourcing. This week, Chris Newmarker, Executive Editor, Life Sciences, at WTWH Media, reviews our COVID-19 coverage with Tom Salemi, Editorial Director, DeviceTalks. Tom also chats with Raj Denhoy, Managing Director, Equity Research Analyst at Jefferies, who details how the Medtech sector is fairing in this unprecedented uncertainty. While most Medtechs stand on strong financial footing, Denhoy issues a warning to investors that another correction may be coming once analysts start assessing the impact on earnings. Still, he says there are safe havens out there and identifies one in the podcast. Finally, Tom and Chris explore what impact social distancing may have on medtech in the short-term – sales and deals - and long-term – innovation.
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