Accuray, Inc. (NASDAQ:ARAY)

CAPS Rating: 4 out of 5

The Company has developed the commercially available intelligent robotic radiosurgery system, the CyberKnife system, designed to treat solid tumors anywhere in the body as an alternative to traditional surgery.

Results 101 - 109 of 109 : « Previous 1 2 3 4 5 6

Recs

0
Member Avatar Chrizo (< 20) Submitted: 5/23/2007 12:26:53 PM : Outperform Start Price: $24.89 ARAY Score: -66.30

great industry, great product

Recs

0
Member Avatar okletsinvest (< 20) Submitted: 4/30/2007 2:40:45 PM : Outperform Start Price: $24.05 ARAY Score: -68.01

This company pioneered "intelligent robotic radiosurgery" with the development of the CyberKnife. All very Star Trek sounding, and so far it is the first and only commercially available system designed to treat tumors anywhere in the body. The idea is to kill a tumor with pinpoint accuracy by directing a rediation blast at it. Once the system has locked onto the tumor it can track it even if the patient moves while on the table. It is a non-invasive procedure that I think has great potential.

Recs

0
Member Avatar pacquin (< 20) Submitted: 4/10/2007 2:08:13 PM : Outperform Start Price: $23.79 ARAY Score: -70.54

unique product well protected

Recs

0
Member Avatar ShuntSD (95.78) Submitted: 3/21/2007 11:57:00 AM : Outperform Start Price: $20.07 ARAY Score: -68.25

Great technology that doctors have embraced. Growth should be robust. The recent drop only makes this stock an even bigger bargain.

Recs

0
Member Avatar digikata (83.83) Submitted: 3/21/2007 1:06:49 AM : Outperform Start Price: $21.90 ARAY Score: -70.76

Buy on mixed analyst rankings. Management writes a clear 10-Q focused on business fundamentals.

Recs

0
Member Avatar edinberlin (47.55) Submitted: 3/15/2007 9:28:32 AM : Outperform Start Price: $25.05 ARAY Score: -76.22

Another ISRG; computer controlled radiosurgery.

Recs

1
Member Avatar TaxLiberals (< 20) Submitted: 3/9/2007 3:30:59 PM : Outperform Start Price: $25.48 ARAY Score: -75.49

Comparing conventional radiotherapy devices to Accuray’s CyberKnife is like comparing a machete to a scalpel. The currently entrenched players and providers can only hold off this technology for so long. Sooner or later, the word will get out to the patient community and, then, Accuray is either a big time M&A play for one of the industry giants or it just goes out and dominates this market worldwide on its own. Bottom line: holding out for $100 plus per share.

Recs

0
Member Avatar KrazyKiyaRe (25.03) Submitted: 3/5/2007 5:48:38 PM : Outperform Start Price: $24.75 ARAY Score: -76.06

There are leading in the tumor surgery without having any surgery to be performed. They are going to be biggest IPO by the year end. Their revenue is growing at amazing 500% + rate.

Recs

2
Member Avatar PauvrePapillon (99.80) Submitted: 3/1/2007 9:44:44 PM : Outperform Start Price: $24.88 ARAY Score: -75.27

Accuray is the developer/manufacturer of the CyberKnife, a robotic device that treats several forms of tumors and other lesions non-invasively and without the side-effects or collateral damage associated with conventional radiation therapy.

It is a highly complex and proprietary system (which is a great barrier to competitors) but, essentially, it all comes down to a far more accurate method of radiation delivery, so accurate, in fact, that the industry now widely accepts and uses the term “radiosurgery” to differentiate the CyberKnife from conventional radiation therapies.

Although embraced by such institutions as Stanford, Harvard, USC, UCSF and Georgetown (as well as 150 leading hospitals around the world), the technology does face resistance from old school radiation oncologists used to taking home a decent income from practices which employ primitive (but cheaper) devices that put far less radiation on the tumor and far more on the surrounding healthy tissue.

It is just a matter of time, however, before the patient community becomes aware of the CyberKnife option. At this point, only the most trusting of fools are going to allow their doctors to blast them with conventional radiation delivery devices and the party is over for Siemens, Varian and Tomo.

If you look at Intuitive Surgical as the trailblazer for robotic surgical devices, it was a rocky road from IPO to $100 plus per share, but they did get there.

For Accuray investors, the big question isn’t whether the CyberKnife will replace conventional radiation therapies. It’s how soon will it happen and, then, will the CyberKnife become an alternative not only for radiation therapy but for open surgery as well.

Boston’s Beth Israel Deaconess Medical Center, a leading teaching hospital of Harvard Medical School, is already touting the technology as such…

“CyberKnife is a painless, non-invasive approach to radiosurgery that results in fewer complications than open surgery with comparable results.”

Whoa! Now that’s disruptive.

Results 101 - 109 of 109 : « Previous 1 2 3 4 5 6

Featured Broker Partners


Advertisement