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Haemonetics在Needham的血管闭合装置竞赛中降级

2025-12-16 03:56

  • Needham has downgraded Haemonetics (HAE) to hold from buy and removed its price target on concerns over increasing competition.
  • Analyst Mike Matson noted that Abbott (ABT) and privately held Cordis have newer venous closure devices.
  • Matson said that his checks indicate that Abbott's Perclose ProStyle and Cordis' MYNX Control venous closure device are eating away at sales of Haemonetics VASCADE MVP/MVP XL closure devices in electrophysiology procedures. 
  • "While HAE is likely to offset the weaker Interventional Technologies growth in FY26 with stronger Plasma and Blood Management Technologies growth, we do not believe that this is sustainable," he wrote, adding, "We expect Interventional Technologies to limit HAE's FY27 revenue and EPS growth and put consensus estimates at risk."
  • Haemonetics is down ~5% in Monday trading.

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