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1、EquityResearch19January2018U.S.MedicalSupplies&DevicesINDUSTRYUPDATEMedTechSymposium:TopTakesU.S.MedicalSupplies&DevicesNEUTRALMATT’SMINDSET:On1/3/2018,wehostedourseventhannualMedTechSymposiumUnchangedwithsixphysicianpanelstogarnerinsightsonkeymarketsinMedTech.Belowweprovideourtoptakeawaysforeach
2、panel,webcastlinkssoinvestorscanviewtheU.S.MedicalSupplies&Devicespanelsonline,andaudienceresponsedatatoshowattendeeviewsonimportantMatthewTaylor,CFAquestionsineachmarket.+121252669651)EP–DoctorsbelieveBSXisbestpositionedtogainshareinCRMgivenlongermatthew.c.taylor@barclays.comBCI,USbatterylife,th
3、eHeartLogicalgorithm,anditsMRIlabel.BSX’sWatchmanisexpectedtocontinueitsstronggrowthtrajectoryoffofasmallbase.ThedoctorsnotedsomeYoungLiuseofMDT’sleadlesspacerandpreferMDT’sLINQtoABT’sConfirm.+12125261961young.x.li@barclays.com2)TAVR/TMVR–Thedoctors’expectationforUSTAVRmarketgrowthwasbullishBCI,U
4、Sandhigherthantheaudience,despitethembeingatestablishedcentersasreferralsIanMahmudcontinueanddoctorsaremorecomfortablewiththeprocedure.Whilethedoctors+12125262404expectnon-inferiorityinlowriskpatients,theyareskepticalabouttreatingian.mahmud@barclays.comasymptomaticones.DespiteBSX’sLotusdelays,the
5、ythinkthevalvewillcometoBCI,USmarketbutbeonlyanicheplayer.TMVRis5-10yearsawayintheUS.3)LargeJoints–Bothdoctorswerepositiveonrobotics,includingSYK’sMAKOandSNN’sNavio,andbelieveitcouldbecomestandardofcarein10-20years.TheyhighlightedSNNcouldgainthemostshareduetoitswillingnesstogivepriceandtheattract
6、ivenessoftheBlueBelt/Navioroboticoffering,whichDr.IoriopreferstoMAKO.4)SurgicalRobotics–ThedoctorsagreethereisroomforISRG’sdaVincitogrowintheirpracticeto~30%from20%ofprocedures.Intermsofcompetition,thedoctorsareunclearwhatlargecompetitorslikeMDTmayoffer,butviewTransenterixasastepinthewrongdirecti
7、on.NewsystemscouldpotentiallyimproveondaVinciwithhapticfeedback,easiersetup,bettervisualization,andimprovedinstrumentation.Pricewouldalsobeafactor.5)Diabetes–Inpumps,Dr.BakerthinksthatTNDMhasthemostexcitingnextchangein
