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Yun and Lee expect 20% or more annual growth in defibrillator sales for the next five years.
While their long-term effectiveness is unclear, Yun and Lee believe these also will spur the body's trauma response.
Yun and Lee rattle off what they consider medicine's mishaps in the last three decades of treating clogged arteries.
Yun and Lee also like companies using electrostimulation to manage pain and epilepsy.
The next big boom in medical devices will come from extending electrical stimulation to areas outside the heart, say Yun and Lee.
In 2001 Yun and Lee came across FoxHollow Technologies, which was developing a minimally invasive device that removes the plaque from clogged arteries.
Yun and Lee's trauma thesis also applies to congestive heart failure.
Newly appointed chairman Lee Yun-ling left China Airlines after 24 years to head domestic airline Far East Transport, which is 25%-owned by the American International Group.
Lee and Yun theorize that anti-inflammatory drugs counteract the body's self-destructive response to heart failure by decreasing the body's fight-or-flight response.
That's the theory that is guiding doctors-cum-money-managers Joon Yun, 37, and Patrick Lee, 29, partners at investment firm Palo Alto Investors as well as practicing radiologists.
The two are not cardiac specialists: Lee is a radiology resident at Stanford University Medical Center, where Yun teaches.
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