Intuitive, Boston Scientific and Edwards as next in Medtech

In the second week of the MedTech winning season, Boston Scientific, Edwards Lifesciences and intuitive surgical results will report on their results of the first quarter. In the reports, the most important markets such as Pulsd Field Ablation (PFA), transcatheter -aort ventiler (TAVR) and surgical robotics are carried out in the first three months of the year.

Debott And Johnson & Johnson The winning season started last week. Both companies predicted the tariffs that they will cost hundreds of million dollars this year. The tariff discussion will continue in the second week, but the updates could also define trends and competitive dynamics in key markets.

1. Intuitive surgical

In a message from April 14, JP Morgan analysts concentrated to customers on the effects of tariffs on intuitively before the company’s income on Tuesday. The analysts said the company made around 90% of its instruments and accessories in Mexico. The worst scenario has previously avoided intuitively, the analysts said because against Mexico the mutual tariffs do not apply. The US Mexico Canada Agreement (USMCA) will intuitively form the hit.

“The bad news is that the country is (approximately) a 25% tariff with the exception of USMCA -compliant goods from April 2,” wrote the analysts. Intuitively has not yet commented on how much percent of the instruments and accessories generated in Mexico have been met in these criteria.

Intuitive makes some instruments and accessories in the United States. The analysts speculated that the company could shift more production to US locations.

The analysts were optimistic about other aspects of the intuitive business and predicted that the company would increase the growth instructions of the procedure and that the placements of its youngest da Vinci 5 robot will remain strong.

2. Boston Scientific

Boston Scientific’s guidance “took some smaller headwind from potential tariffs,” Btig analyst told investors in a note last week. The company said that “no meaningful level of production or procurement from Mexico, Canada or China,” said the analysts, which indicates that it could be isolated from the worst tariffs of current tariffs.

Investors will find out more when Boston Scientific reports its results on Wednesday. PFA, an important growth driver, will be a focus. Needham analysts rated his rating for the company last week on “buy” after the “threat from the PFA competition appears less serious than expected before”.

The conclusion was based on a survey in which it was found that electrophysiologists Boston Scientifics Farapulse are emphatic to Medtronics Pulseselect. Johnson & Johnson, the third participant in the PFA market, was pointed out with security concerns and reported A turnover of 2% in the first quarter.

3 .. Edwards Lifesciences

According to BTIG analysts, the production facilities of Edwards in the United States, Singapore, Costa Rica and Ireland have based. Before winning the company on Wednesday, the analysts modeled the growth of 3% in TAVR sales. Edwards’ transcatheter with mitral and tricuspid technology unit is growing faster, and the analysts predict a sales jump of 57%, but business is much smaller than the TAVR franchise.

The company has identified an expected TAVR marking in the middle year as a trigger for faster growth. Since the analysts predict that TMTT’s sales will increase in the third quarter, the second half of the year develops in 2025 as a key period for Edwards.

“While we believe that (Edwards) is well positioned in his business with a solid performance, we also believe that there is only limited space for staying in the first quarter, since TAVR growth is expected to be a bit subdued.