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SID 0014 Entellus Medical

Author
William W Baker
Published
Sat 30 Jan 2016
Episode Link
http://stocksindepth.com/episode-0014-entellus-medical-is-this-broken-ipo-a-niche-leader-in-balloon-sinus-dilation-that-could-gain-market-share-and-grow-for-many-years/

Entellus Medical came public in January 2015 under the premise that it was the leader in office-based balloon sinus dilation, which was a small but increasingly preferred niche compares to FESS operations performed in hospitals.  The investment research discussed in this podcast examines whether changes in medicare reimbursement may have been a setback that favored hybrid-FESS procedures, and how steroid implants may have temporarily affected what seemed to be an inevitable shift to treating chronic sinusitis in a dentist-like procedure.  We also discuss complications that arise, and the suitability of dealing with these outside of the operating room.  

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