巴克莱-美股-医疗用品与设备行业-医疗科技研讨会关键要点-2018.1.19-29页

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1、Barclays

2、U.S.MedicalSupplies&DevicesCONTENTSElectrophysiology:CRM–BSXBestPositioned;WATCHMANGrowing;LeadlessPacersHelpMDT....................................................................................................................................................................3Interventiona

3、lCardiology–DocsareBullishonTAVRGrowth&LowRisk,butTMVRwillTakeTime.........................................................................................................................................................6Ortho:PositiveonRobots,CostsRemaininFocus......................................

4、......................................10Robotics–GrowthOpportunityRemains;CompetitionAnUnknown.........................................13Diabetes–ABT’sLibretoGain,MostlyinT2D;InterestinMDT’s670GandDXCM’sG6;PODDSeeinganUptick...........................................................................

5、..................................................16SpineandNeuromod–PositiveforBSXInNeuro;InterestinZBH’sMobi-C,Robotics’ValueUncertain........................................................................................................................................................1919January

6、201822Barclays

7、U.S.MedicalSupplies&DevicesElectrophysiology:CRM–BSXBestPositioned;WATCHMANGrowing;LeadlessPacersHelpMDTPanelists:ManishUndavia,MD,CardiacElectrophysiologist,SouthShoreHeartAssociatesandJoseDizon,MD,ColumbiaUniversityMedicalSchool,NewYorkPresbyterian.BatteryLifeandHeartLogicHelpBSX;M

8、RIwillDriveSomeShareReversion1)Dr.Undavia’smixofdevicesiscurrently~40%MDT,~40%BSX,and~20%STJ,withBSXgainingattheexpenseofABT/STJ(MDTremainsstable).Overthepast6months,BiotronikrepshavebeenmoreaggressivepromotingproductandhethinksBiotronikmaybeabletogainmoreshareinthefuture.Biotronikiscatchinguptothe

9、bigthreewithsmalldevicesthathaveareasonablenumberoffeaturesandaretypicallyatadiscount.ForCRTDs,heusesMDTmorealsobecausehebelievesithasbetteralgorithmsandprefersthedevices’shape.HealsousestheEmblemS-ICDfromB