AMS Could Face More Near-Term OEM Headwinds, but Longer-Term Branded Products Remain Strong
We see two issues on the horizon for Advanced Medical Solutions that investors should be aware of, though we currently have no plans to change our fair value. We remain fans of this narrow-moat business and its strategy of shifting to higher-margin branded products mainly used in the surgical suite. On one hand, General Electric’s impending acquisition of wound care company Acelity could hurt AMS’s OEM segment. We surmise Acelity is one of AMS’s OEM clients, based on Acelity’s filings that indic...Advanced Medical Solutions is engaged in the design, development and manufacture of polymers (both natural and synthetic) for use in woundcare dressings, and distribution of medical adhesives, for closing and sealing tissue, and sutures and haemostats for sale into the global medical device market. Co.'s business units include: Branded Direct, which sells ActivHeal®, LiquiBand® and RESORBA® brands to end users in the U.K., Germany and Czech Republic; Branded Distributed, which provides LiquiBand® and RESORBA® branded products to all markets; and Original Equipment Manufacturer, which supports Co.'s business-to-business partners with a multi-product portfolio.
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