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
摩根士丹利儘管面臨2024年的一些挫折，依舊維持對醫療科技的積極展望，升級了直覺外科公司和斯特萊克，降低了對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升級爲「吸引」，認爲對GLP-1的擔憂已經反映在股票價格中，基本面依然強勁。
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.
然而，這種觀點並未按照預期發展，主要是由於一些意外的公司特定問題，比如DexCom, Inc（納斯達克：DXCM）意外的第二季度渠道組合挑戰，愛德華生命科學公司（紐交所：EW）在TAVR程序上的放緩，TransMedics Group, Inc（納斯達克：TMDX）的季節性影響，以及iRhythm Technologies, Inc（納斯達克：IRTC）的司法部調查。
Morgan Stanley is bullish on the MedTech industry as volumes and pipelines continue to be...
摩根士丹利對醫療科技行業持看好...
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