ATRC - AtriCure: Differentiated Asset Mix Makes Prime Acquisition Candidate
- AtriCure has expertise in atrial fibrillation and key upcoming infection points that must be considered by investors.
- We believe the market is unfairly discounting the company's shares based on FDA overhang, however Convergent asset potential alongside the product mix outweigh this.
- We see upside potential of ~30% based on a fair value of $58-$60.
- The company is a prime candidate for acquisition given the strong AF and insulated portfolio, in addition to a strong performer in the core business.
- Here, we cover all of the moving parts in the investment debate to guide investors in their own reasoning.
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AtriCure: Differentiated Asset Mix Makes Prime Acquisition Candidate