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Earnings Call Summary | Edwards Lifesciences(EW.US) Q1 2024 Earnings Conference

Earnings Call Summary | Edwards Lifesciences(EW.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 愛德華茲生命科學(EW.US)2024 年第一季度業績會議
富途資訊 ·  04/26 22:22  · 電話會議

The following is a summary of the Edwards Lifesciences Corporation (EW) Q1 2024 Earnings Call Transcript:

以下是愛德華茲生命科學公司(EW)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Edwards Lifesciences Corporation reported a 10% increase in Q1 sales to $1.6 billion.

  • Global sales from Transcatheter Aortic Valve Replacement (TAVR) increased by 8%, crossing $1 billion for the first time.

  • Transcatheter Mitral & Tricuspid Therapies (TMTT) sales grew to $73 million, a 72% rise compared to the last year.

  • Surgical and Critical Care segments also reported an increase in sales of 8% and 14% respectively.

  • The company increased its full-year guidance for all sectors - TAVR, TMTT, Surgical and Critical Care - due to strong Q1 results, leading to a projected sales increase of 8 to 10% in 2024.

  • 愛德華茲生命科學公司報告稱,第一季度銷售額增長了10%,達到16億美元。

  • 經導管主動脈瓣置換術(TAVR)的全球銷售額增長了8%,首次突破10億美元。

  • 經導管二尖瓣和三尖瓣療法(TMTT)的銷售額增長至7300萬美元,與去年相比增長了72%。

  • 外科和重症監護板塊還報告稱,銷售額分別增長了8%和14%。

  • 由於第一季度業績強勁,該公司提高了對所有行業(TAVR、TMTT、外科和重症監護)的全年預期,預計2024年的銷售額將增長8%至10%。

Business Progress:

業務進展:

  • Edwards celebrated the release of RESILIA tissue technology which is expected to aid over 0.5 million patients by the end of 2024.

  • The company successfully treated a patient advancing aortic stenosis in January, marking a significant milestone.

  • Edwards' EVOQUE became the first transcatheter therapy to receive FDA approval for treating tricuspid regurgitation patients.

  • Edwards SAPIEN valve platform delivered promising results in two large-scale real-world studies.

  • The company is working towards identifying and resolving disparities in access to healthcare across race, gender and socio-economic status.

  • Edwards Lifesciences continues to invest in structural heart disease initiatives, with an aim to develop informed treatments for this group of patients.

  • Despite intense competition and slight hiccups in billing days, the company raised their revenue guidance by nearly $150 million but kept their EPS guidance at a range of $2.70 to $2.80.

  • Edwards is launching the S3UR device in Europe and expects it to normalize their growth.

  • The company also revealed investments in AI initiatives to improve patient referrals and treatment efficiencies.

  • Edwards Lifesciences is partnering with the American Heart Association in a bid to treat patients within 90 days of an aortic stenosis diagnosis.

  • Focused on growing in the tricuspid sector, the company is maintaining relationships with high-volume tricuspid centres. The company also highlighted the potential of its SAPIEN X4 for allowing greater customization in valve therapy.

  • 愛德華茲慶祝了RESILIA組織技術的發佈,預計到2024年底,該技術將爲超過50萬名患者提供幫助。

  • 該公司在一月份成功治療了一名進展主動脈瓣狹窄的患者,這是一個重要的里程碑。

  • 愛德華茲的EVOQUE成爲第一種獲得美國食品藥品管理局批准的用於治療三尖瓣反流患者的經導管療法。

  • 愛德華茲的SAPIEN閥門平台在兩項大規模的現實世界研究中取得了令人鼓舞的結果。

  • 該公司正在努力確定和解決不同種族、性別和社會經濟地位在獲得醫療保健的機會方面的差異。

  • Edwards Lifesciences繼續投資結構性心臟病計劃,旨在爲這組患者開發明智的治療方法。

  • 儘管競爭激烈,賬單日略有問題,但該公司將收入預期提高了近1.5億美元,但將每股收益預期維持在2.70美元至2.80美元之間。

  • 愛德華茲正在歐洲推出S3UR設備,並預計它將使他們的增長正常化。

  • 該公司還透露了對人工智能計劃的投資,以改善患者轉診和治療效率。

  • 愛德華茲生命科學正在與美國心臟協會合作,力求在主動脈瓣狹窄診斷後的90天內爲患者提供治療。

  • 該公司專注於在三尖瓣領域的發展,正在與大量三尖瓣中心保持關係。該公司還強調了其SAPIEN X4在瓣膜療法中實現更多定製方面的潛力。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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