Edwards Lifesciences Outlines Vision For Growth At Investor Conference
Edwards Lifesciences Outlines Vision For Growth At Investor Conference
On Wednesday, during its annual investor conference, Edwards Lifesciences Corporation (NYSE:EW) detailed its strategy for sustained long-term growth and innovations in structural heart therapies.
在週三的年度投資者會議上,愛德華生命科學公司(NYSE:EW)詳細介紹了其可持續長期增長的策略以及在結構性心臟治療方面的創新。
The company, now exclusively focused on structural heart solutions, emphasized its robust technology pipeline, financial guidance, and expanding opportunities in Transcatheter Aortic Valve Replacement (TAVR) and Transcatheter Mitral and Tricuspid Therapies (TMTT).
該公司現在專注於結構性心臟解決方案,強調其強大的科技管道、財務指導以及在經導管主動脈瓣置換(TAVR)和經導管二尖瓣及三尖瓣治療(TMTT)中擴展的機會。
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CEO Bernard Zovighian projected 2025 as another strong year, highlighting expected sales growth of 8% to 10%, driven by advancements in TAVR and TMTT technologies.
首席執行官伯納德·佐維吉安預測2025年將是另一個強勁的年份,強調預計銷售增長爲8%到10%,這得益於TAVR和TMTT科技的進步。
Zovighian underscored the company's commitment to improving patient care through innovative products, including the SAPIEN valve platform, PASCAL, and EVOQUE. He also pointed to new areas like Structural Heart Failure and Aortic Regurgitation (AR) as key opportunities for future growth.
佐維吉安強調了公司通過創新產品改善患者護理的承諾,包括SAPIEN瓣膜平台、PASCAL和EVOQUE。他還指出了結構性心臟衰竭和主動脈返流(AR)等新領域作爲未來增長的關鍵機會。
Major Growth Drivers
主要增長驅動因素
- Transcatheter Aortic Valve Replacement (TAVR) is projected to contribute $4.1 to $4.4 billion in 2025 sales, with constant currency growth of 5% to 7%.
- The Transcatheter Mitral and Tricuspid Therapies (TMTT) segment is forecasted to grow by 50% to 60% in 2025, with projected sales of $500 to $530 million.
- Technologies such as the EVOQUE tricuspid valve and the PASCAL system will play pivotal roles, alongside the anticipated CE Mark approval for SAPIEN M3 in mid-2025 and U.S. approval by the first half of 2026.
- Surgical Therapies: Edwards plans to expand the adoption of its RESILIA portfolio, which includes innovative solutions like INSPIRIS and KONECT. Emerging markets remain a focal point for delivering these technologies globally.
- Zovighian emphasized expanding Edwards' presence in structural heart failure with the recent U.S. approval of the Cordella pulmonary artery pressure sensor.
- The company anticipates stronger growth starting in 2026 and beyond, driven by its expanding range of structural heart therapies. It aims for an average annual sales growth of 10% and double-digit EPS growth: Mid-to-high single-digit growth fueled by EARLY TAVR and PROGRESS programs.
- TMTT Expansion: Expected to contribute more, aiming for $2 billion in revenue by 2030.
- New Therapies: Increased focus on areas like Structural Heart Failure and AR to drive future growth.
- 預計經導管主動脈瓣置換(TAVR)將在2025年的銷售中貢獻41億美元至44億,貨幣穩定增長爲5%到7%。
- 預計經導管二尖瓣及三尖瓣治療(TMTT)板塊在2025年將增長50%到60%,預計銷售額爲5億到53000萬。
- EVOQUE三尖瓣和PASCAL系統等科技將發揮關鍵作用,預計2025年中將獲得SAPIEN M3的CE標誌批准,並在2026年上半年獲得美國批准。
- 外科治療:愛德華計劃擴大其RESILIA產品組合的採用,包括INSPIRIS和KONECt等創新解決方案。新興市場仍然是全球交付這些科技的重點。
- Zovighian強調通過最近獲得的Cordella肺動脈壓力傳感器的美國批准,擴大愛德華在結構性心力衰竭中的存在。
- 公司預期從2026年及以後開始實現更強勁的增長,這將由其不斷擴大的結構性心臟治療的區間所驅動。它的目標是實現平均每年10%的銷售增長和兩位數的每股收益增長:EARLY TAVR和PROGRESS項目推動的中高個位數增長。
- TMTt擴張:預計將更多貢獻,目標到2030年實現20億美元的營業收入。
- 新療法:增加對結構性心力衰竭和抗逆轉錄病毒(AR)等領域的關注,以推動未來的增長。
Financial Outlook
財務展望
- Edwards projects total 2025 sales of $5.6 to $6 billion versus a consensus of $5.91 billion.
- Adjusted earnings per share are expected to range from $2.40 to $2.50 compared to the consensus of $2.44, supported by gross profit margins of 78% to 79%.
- The company reaffirmed its 2024 constant currency sales growth guidance of 8% – 10%.
- 愛德華預計2025年的總銷售額爲56億到60億美元,而市場共識爲59.1億美元。
- 調整後的每股收益預計區間在$2.40到$2.50之間,而市場一致預期爲$2.44,毛利潤率支持在78%到79%之間。
- 公司重申其2024年固定貨幣銷售增長指導爲8% – 10%。
Price Action: EW stock is up 4.21% at $73.15 at last check Wednesday.
價格動態:EW股票在週三最後的檢查中上漲4.21%,報$73.15。
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