why i favour htw us broker

This is a piece of a brokers report from the US. Bob Hopkins of Lehman Brothers has just released a note that I thought might be of interest.


Hopkins now rates Thoratec as the " top small cap idea" in the market, suggesting a price target of USD25 (market cap USD1.3bn) by April. He suggests that next generation devices (such as the HeartWare HVAD) can increase the market to "thousands per year", and estimates a DT market potential of some 20,000 to 30,000 patients per year


He says it will take next generation products to open that opportunity completely and continues…"HeartWare, for example, is a small Australian LVAD company that recently convinced Doug Godshall to become CEO. Doug is a very seasoned Medtech executive from the US and his ability to due diligence markets and opportunities is unmatched. "