- 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.
For further details see:
AtriCure: Differentiated Asset Mix Makes Prime Acquisition Candidate