Analyst Bullish On MiMedx's Rapid Growth In $4B Woundcare Market With Innovative Skin Substitutes
Analyst Bullish On MiMedx's Rapid Growth In $4B Woundcare Market With Innovative Skin Substitutes
Cantor Fitzgerald has initiated coverage on MiMedx Group Inc. (NASDAQ:MDXG), a provider of a product portfolio for applications in wound care, burn, and surgical recovery.
康特菲茨杰已开始对MiMedx Group Inc.（NASDAQ：MDXG），一家提供用于创伤护理、烧伤和手术恢复应用的产品组合的公司进行覆盖。
The analyst notes that MIMEDX's technologies target a $3.9 billion market that will grow at a 5% CAGR to $4.9 billion in 2028.
分析师指出，MIMEDX的技术针对市场规模为39亿美元的市场，预计将以5%的复合年增长率增长至2028年达到49亿美元。
In Advanced Wound Care, MIMEDX concentrates on the rapidly expanding skin substitutes market, which is projected to grow at a 12% CAGR from $1.1 billion in 2021 to $2.0 billion by 2026, Cantor cites BCC Research. Additionally, MIMEDX anticipates the Surgical Wound Care market, which will increase at a 3% CAGR from $2.1 billion in 2023 to $2.5 billion by 2026.
在先进创伤护理方面，MIMEDX集中于快速扩张的皮肤替代品市场，该市场预计将以12%的复合年增长率从2021年的11亿美元增长到2026年的20亿美元，康特援引BCC研究。此外，MIMEDX预计外科创伤护理市场将以3%的复合年增长率增长，从2023年的21亿美元增长到2026年的25亿美元。
Cantor initiates with an Overweight rating and a price target of $11.
康特开始附加多重买入评级并设立11美元的目标价格。
The analyst adds that MIMEDX products are backed by over 50 publications, showing a 97% complete wound closure rate for diabetic foot ulcers (DFUs), faster wound healing in 23.6 days, and significant cost savings, with a median graft cost of $1,517 for EpiFix compared to $8,918 for Apligraf.
分析师补充说，MIMEDX的产品受到50多项出版物的支持，显示糖尿病足溃疡（DFUs）的97%完美愈合率，23.6天的更快愈合时间以及显著的成本节省，EpiFix的中位移植成本为1517美元，而Apligraf为8918美元。
Lastly, the Cantor analyst includes a detailed survey of 30 physicians to learn the drivers in the chronic and surgical wound care space, including product choice, procedure volume, and reimbursement landscape.
最后，康特分析师对30名医生进行了详细调查，了解慢性和手术创伤护理领域的推动因素，包括产品选择、手术数量和报销景观。
According to survey respondents, MIMEDX-related volumes are showing steady to accelerating growth year-over-year and quarter-over-quarter. This suggests wider adoption and increased use of MIMEDX products in private offices, indicating a positive trend for upcoming quarters.
根据调查结果，MIMEDX相关的成交量正在持续增长，并呈现年度和季度逐步加速的趋势。这表明私人医疗办公室中MIMEDX产品的更广泛采用和使用增加，预示未来几个季度的积极趋势。
The analyst says the survey found that reimbursement considerations, clinical outcomes, and ease of use are key factors in using MIMEDX products over competitors.
分析师表示，调查发现报销考虑、临床结果和使用便利性是使用MIMEDX产品而非竞争对手产品的关键因素。
Physicians noted competitive prices and relatively similar efficacy compared to competitors. However, the physicians are satisfied with MIMEDX's availability/distribution overall and are more likely than not to recommend MIMEDX products.
医生们指出相对竞争者而言MIMEDX的价格有竞争力，疗效相对类似。然而，医生们对MIMEDX产品的可用性/分布总体上感到满意，并很可能推荐MIMEDX产品。
Price Action: MDXG shares are up 1.87% at $6.82 at last check Tuesday.
股价行动：MDXG股票上涨1.87%，至6.82美元，截至周二最后一次检查。
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这张图片是通过Midjourney使用人工智能生成的。