Mike O'Mahony
speaker
2,208 appearances
9 recordings
1 series
first heard Jul 2026
last heard 5d ago
Mike O'Mahony’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 9 in all, peaking in Jul 2026 with 4.
Appearances
And then when you layer on new competitors from Medtronic and Johnson & Johnson in electrophysiology and then regulatory delays on its $15 billion Panubra acquisition, you get a stock that's just been slapped, crashed.
management have kind of miscommunicated, over-promised, you might say, or demonstrated that their ability to forecast revenue is not outstanding if every few weeks they're going, I guess what we said, we didn't mean that.
So it is kind of being priced for this structural deceleration.
Re-rating, I suppose, yeah.
As opposed to...
Yeah, but the underlying business isn't really broken.
Cardiovascular revenue is still up double digits in Q1, but the company really did trade at a premium.
But now it certainly isn't.
So anyway, they're the ones that have been beaten up the most.
But I thought it'd be kind of fun to...
to just give a shot at the four I think would most recover.
And I spent a good while trying to pick four.
And then I uploaded the list into our AI system and said, rank these.
And there was only a very small overlap.
But I went with my list.
So here's the four I think are going to recover the most.
I'll do this real quick.
I think Boston Scientific...
is going to is the one out of the list i think is the one to market just as being too dramatic and as i said it got hammered because of one product line this watchman heart implant uh which is expected to flatline if you excuse the expression for a couple of quarters but the rest of the business is doing really good and it's growing in a healthy clip and the majority of analysts are screaming it's a buy and their price target suggests there's something like a 65 to 70 upside if the
the buy analysts are right.
Showing 2101–2120 of 2,208 · page 106 of 111
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