Varian is in the enviable position of having the technologically superior equipment in a business largely immune to recession. People continue to get cancer, and most receive treatment paid by third party payers. Therefore, they choose their hospital… More
Varian may have current market share but their technology has been rendered obsolete by the commercial introduction of Accuray's CyberKnife. This is why Varian's sales have flattened out. Even Varian's hack analyst Amit Hazan admits as much in his… More