Analyst Bullish On MiMedx's Rapid Growth In $4B Woundcare Market With Innovative Skin Substitutes
Analyst Bullish On MiMedx's Rapid Growth In $4B Woundcare Market With Innovative Skin Substitutes
Cantor Fitzgerald has initiated coverage on MiMedx Group Inc. (NASDAQ:MDXG), a provider of a product portfolio for applications in wound care, burn, and surgical recovery.
康特菲茨傑已開始對MiMedx Group Inc.（NASDAQ：MDXG），一家提供用於創傷護理、燒傷和手術恢復應用的產品組合的公司進行覆蓋。
The analyst notes that MIMEDX's technologies target a $3.9 billion market that will grow at a 5% CAGR to $4.9 billion in 2028.
分析師指出，MIMEDX的技術針對市場規模爲39億美元的市場，預計將以5%的複合年增長率增長至2028年達到49億美元。
In Advanced Wound Care, MIMEDX concentrates on the rapidly expanding skin substitutes market, which is projected to grow at a 12% CAGR from $1.1 billion in 2021 to $2.0 billion by 2026, Cantor cites BCC Research. Additionally, MIMEDX anticipates the Surgical Wound Care market, which will increase at a 3% CAGR from $2.1 billion in 2023 to $2.5 billion by 2026.
在先進創傷護理方面，MIMEDX集中於快速擴張的皮膚替代品市場，該市場預計將以12%的複合年增長率從2021年的11億美元增長到2026年的20億美元，康特援引BCC研究。此外，MIMEDX預計外科創傷護理市場將以3%的複合年增長率增長，從2023年的21億美元增長到2026年的25億美元。
Cantor initiates with an Overweight rating and a price target of $11.
康特開始附加多重買入評級並設立11美元的目標價格。
The analyst adds that MIMEDX products are backed by over 50 publications, showing a 97% complete wound closure rate for diabetic foot ulcers (DFUs), faster wound healing in 23.6 days, and significant cost savings, with a median graft cost of $1,517 for EpiFix compared to $8,918 for Apligraf.
分析師補充說，MIMEDX的產品受到50多項出版物的支持，顯示糖尿病足潰瘍（DFUs）的97%完美癒合率，23.6天的更快癒合時間以及顯著的成本節省，EpiFix的中位移植成本爲1517美元，而Apligraf爲8918美元。
Lastly, the Cantor analyst includes a detailed survey of 30 physicians to learn the drivers in the chronic and surgical wound care space, including product choice, procedure volume, and reimbursement landscape.
最後，康特分析師對30名醫生進行了詳細調查，了解慢性和手術創傷護理領域的推動因素，包括產品選擇、手術數量和報銷景觀。
According to survey respondents, MIMEDX-related volumes are showing steady to accelerating growth year-over-year and quarter-over-quarter. This suggests wider adoption and increased use of MIMEDX products in private offices, indicating a positive trend for upcoming quarters.
根據調查結果，MIMEDX相關的成交量正在持續增長，並呈現年度和季度逐步加速的趨勢。這表明私人醫療辦公室中MIMEDX產品的更廣泛採用和使用增加，預示未來幾個季度的積極趨勢。
The analyst says the survey found that reimbursement considerations, clinical outcomes, and ease of use are key factors in using MIMEDX products over competitors.
分析師表示，調查發現報銷考慮、臨床結果和使用便利性是使用MIMEDX產品而非競爭對手產品的關鍵因素。
Physicians noted competitive prices and relatively similar efficacy compared to competitors. However, the physicians are satisfied with MIMEDX's availability/distribution overall and are more likely than not to recommend MIMEDX products.
醫生們指出相對競爭者而言MIMEDX的價格有競爭力，療效相對類似。然而，醫生們對MIMEDX產品的可用性/分佈總體上感到滿意，並很可能推薦MIMEDX產品。
Price Action: MDXG shares are up 1.87% at $6.82 at last check Tuesday.
股價行動：MDXG股票上漲1.87%，至6.82美元，截至週二最後一次檢查。
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這張圖片是通過Midjourney使用人工智能生成的。
譯文內容由第三人軟體翻譯。