Varian Medical Systems, Inc. (NYSE:VAR)

CAPS Rating: 4 out of 5

The Company designs, manufactures, sells and services advanced equipment and software products for treating cancer with radiation.

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Member Avatar sulakhe (60.24) Submitted: 4/13/2007 3:13:51 PM : Outperform Start Price: $45.15 VAR Score: +39.74

ofcourse the company is good, but I think investors over-reacted to bring it down by about 8% in a day. I am sure it will go up eventually in the 3rd quarter. Good time to buy.

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Member Avatar CycleFreak7 (< 20) Submitted: 4/13/2007 10:47:41 AM : Outperform Start Price: $45.72 VAR Score: +37.74

Showed up on my "stock-of-the-day" radar here in caps-land.

Adding on the dip as the stock is getting punished today for lowering 2Q revenue estimates.

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Member Avatar NetscribeMedDevs (94.79) Submitted: 3/8/2007 7:06:44 AM : Outperform Start Price: $45.60 VAR Score: +34.80

Varian Medical Systems is engaged in manufacturing and selling of integrated cancer therapy systems worldwide. Under its Oncology Systems segment, it designs, manufactures, sells and services hardware and software products for treating cancer with radiation. Its X-ray products segment manufactures and sells X-ray imaging components and subsystems namely X-ray tubes and flat panel detectors. Oncology Systems generate 84% of revenues, whereas X-ray products and others comprised 16% of revenues for year ended September 2006.

Intensity Modulated Radiation Therapy (IMRT) has become a well-accepted standard of treatment for cancer and more clinics every year, from university hospitals to local community clinics, continue to adopt treatments. The radiation oncology market is growing globally, as the annual cancer rates are projected to increase by 50% across the world to 15 million cases by 2020. As per World Cancer Report, the predicted sharp increase will be mainly due to trends in smoking prevalence and the growing adoption of unhealthy life styles. This augurs well for company’s Oncology products particularly in the international markets, which are under-equipped with radiation therapy systems to address the growing cancer incidence.

Very recently the company completed acquisition of ACCEL Instruments GmbH, supplier of scientific research instruments and proton therapy systems for cancer treatment. The company has an opportunity to build a strong business model, based on improving cancer care with a clinically practical and affordable system for proton therapy. The shares of Varian Medical Systems offers good opportunity for long term investors as the rise in cancer cases, coupled with increase in sophistication of new treatment processes, generates demand for company products.

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Member Avatar PeoriaCAT (74.06) Submitted: 2/16/2007 9:15:11 PM : Outperform Start Price: $49.43 VAR Score: +27.81

Radiation cancer therapy plus imaging for homeland security applications

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Member Avatar ll0o0ll (99.36) Submitted: 2/14/2007 6:43:56 PM : Outperform Start Price: $49.33 VAR Score: +28.14

Innovative cancer treatment.

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Member Avatar standardlypoor (86.92) Submitted: 2/12/2007 3:36:29 PM : Outperform Start Price: $48.71 VAR Score: +28.22

Innovative products, and cancer isn't going away anytime soon. Thanks to FreethinkerKW for bringing this one to my attention.

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Member Avatar marionvb (32.93) Submitted: 2/7/2007 8:39:05 AM : Outperform Start Price: $48.14 VAR Score: +30.84

recovery time

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Member Avatar evelyneml (< 20) Submitted: 1/29/2007 7:30:40 PM : Outperform Start Price: $46.04 VAR Score: +34.78

this stock has split once already, and we are looking for cancer breakthroughs so I think that it will continue to do well

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Member Avatar DonDP (< 20) Submitted: 1/27/2007 1:39:12 PM : Outperform Start Price: $46.07 VAR Score: +34.58

New cancer fighting equipment soon to be released.

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Member Avatar LuvtoRead (< 20) Submitted: 1/26/2007 12:10:05 PM : Outperform Start Price: $45.63 VAR Score: +35.71

Good and solid balance sheet. Continuously making money. Continuously developing their products. Good demographic play. Excellent for long term holding.

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Member Avatar hybridinvestor (26.29) Submitted: 1/25/2007 9:11:38 AM : Outperform Start Price: $46.00 VAR Score: +35.91

The leader is cancer therapy and radiation planning systems which had a good report but not good enough for some folks so I am buying the pullback. First nibble at $46.25 on the drop this morning premarket. Will buy more about every 5%-7.5% or so.

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Member Avatar PrevoPilot (88.18) Submitted: 1/18/2007 12:43:32 AM : Outperform Start Price: $49.59 VAR Score: +25.80

Port Security

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Member Avatar icainc (34.75) Submitted: 1/17/2007 1:41:43 PM : Outperform Start Price: $49.54 VAR Score: +26.00

Look for this stock to make gains. Currently near its low.

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Member Avatar Swmbkrn (< 20) Submitted: 1/3/2007 9:57:28 AM : Outperform Start Price: $47.75 VAR Score: +30.60

Varian's IMRT cancer treatment is successful and gaining traction. The company has steadily grown and has a habit of beating estimates. Great cash flow and buying back shares.

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Member Avatar NowlinJ (< 20) Submitted: 10/23/2006 5:15:42 PM : Outperform Start Price: $50.40 VAR Score: +19.61

They have equipment no one else has. Long history of profit.

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Member Avatar james3177 (84.53) Submitted: 10/1/2006 9:32:33 PM : Outperform Start Price: $53.21 VAR Score: +10.30

earnings momentum

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