An installed base is worth more than a product launch
It traded at 399.54, +0.71% today. The interesting economics in med-tech are not in selling the machine.
Free 4 min read
ISRGMDT
Stock
MDT
MDT
Delayed
Notes mentioning MDT
3A pipeline has to be large to move a large company
The size a launch needs to reach before it moves the company's growth.
Paid 2 min read
A broad device portfolio is dull until one product stumbles
Owning many product lines looks unexciting next to a single-product story. Its value shows up when a single product runs into trouble.
Free 2 min read