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
摩根士丹利儘管在2024年面臨挫折，但依然對醫療科技保持積極展望，上調對直覺外科公司和斯特萊克的評級，下調對nevro和glaukos的評級。
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，摩根士丹利將其對美國醫療科技行業的前景上調至 「有吸引力」，認爲對GLP-1的擔憂已經反映在股價上，而且基本面強勁。
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，這種觀點並未如預期，主要是由於不可預見的公司特定問題，例如德克斯康公司（納斯達克股票代碼：DXCM）意想不到的第二季度渠道組合挑戰、愛德華茲生命科學公司（紐約證券交易所代碼：EW）TAVR程序放緩、TransMedics集團公司（納斯達克股票代碼：TMDX）的季節性影響以及iRhythm Technologies, Inc（納斯達克股票代碼：IRTC）司法部調查。
Morgan Stanley is bullish on the MedTech industry as volumes and pipelines continue to be...
摩根士丹利看好醫療科技行業，儘...
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