- AngioDynamics came in a little short on revenue and supply chain costs are still a significant headwind, but the company's growth-oriented businesses seem to be outperforming.
- Auryon and AngioVac/AlphaVac are increasingly important to the long-term story, with both performing well in large addressable markets.
- Good performance from AngioDynamics' growth-oriented businesses gives me more confidence in the growth outlook and supports a higher multiple / fair value for the shares.
For further details see:
AngioDynamics Shows Progress In Still-Challenging Times