Edwards Lifesciences在Evercore升级即将到来的“顶线拐点”

2025-10-08 01:16

Evercore ISI upgraded Edwards Lifesciences (NYSE:EW) to outperform from equal weight as it sees "a topline inflection around the corner."
The firm set a price target of $88 (~15% upside based on Oct. 6 close).
Analyst Vijay Kumar said that competition for the company has eased with Boston Scientific (BSX) exiting the transcatheter aortic valve replacement (TAVR) market and data from Medtronic's (MDT) SMART trial of its Evolut TAVR "did not create a major share shift in the market." He added that these two developments more than offset's Abbott's (ABT) entry into the market.
Kumar noted that asymptomatic TAVR could boost the market given that a quarterly Evercore hospital survey showed that TAVR is ranked No. 3 on a procedure priority list and a recent call with key opinion leaders indicated 4%-5% growth could come from asymptomatic TAVR.
He also wrote that the data from the PROGRESS trial examining TAVR as a treatment for moderate aortic stenosis due in 2026 could also boost shares.

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