Morgan Stanley Maintains Positive MedTech Outlook Despite Setbacks in 2024, Upgrades Intuitive Surgical And Stryker, Downgrades Nevro And Glaukos
Morgan Stanley Maintains Positive MedTech Outlook Despite Setbacks in 2024, Upgrades Intuitive Surgical And Stryker, Downgrades Nevro And Glaukos
摩根士丹利尽管面临2024年的一些挫折，依旧维持对医疗科技的积极展望，升级了直觉外科公司和斯特莱克，降低了对nevro和glaukos的评级。
Last year, Morgan Stanley upgraded its outlook for the U.S. MedTech sector to "Attractive," believing the concerns around GLP-1s were already reflected in stock prices and that fundamentals were strong.
去年，摩根士丹利将其对美国医疗科技行业的前景上调至 “有吸引力”，认为对GLP-1的担忧已经反映在股价上，而且基本面强劲。
However, this view didn't play out as expected, mainly due to unforeseen, company-specific issues, such as DexCom, Inc's (NASDAQ:DXCM) unexpected Q2 channel mix challenges, Edwards Lifesciences Corporation's (NYSE:EW) slowdown in TAVR procedures, TransMedics Group, Inc's (NASDAQ:TMDX) seasonal impacts, and iRhythm Technologies, Inc's (NASDAQ:IRTC) DOJ investigation.
但是，这种观点并未如预期，主要是由于不可预见的公司特定问题，例如德克斯康公司（纳斯达克股票代码：DXCM）意想不到的第二季度渠道组合挑战、爱德华兹生命科学公司（纽约证券交易所代码：EW）TAVR程序放缓、TransMedics集团公司（纳斯达克股票代码：TMDX）的季节性影响以及iRhythm Technologies, Inc（纳斯达克股票代码：IRTC）司法部调查。
Morgan Stanley is bullish on the MedTech industry as volumes and pipelines continue to be...
摩根士丹利看好医疗科技行业，尽...
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