COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs

Seeking Alpha2021-12-25

The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs...

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精彩评论

LuckyLucky
2021-12-27
LuckyLucky
Like
- LuckyLucky:
  like
SiewMailing
2021-12-26
SiewMailing
Like
PearlynCSY
2021-12-26
PearlynCSY
The omicron variant of the SARS-CoV-2 virus, discovered just a few weeks ago, is poised to dominate Covid-19 cases around the world. It’s a stunning new twist to the pandemic saga that has countries scrambling to prepare. In places like South Africa and the United Kingdom where omicron has been spreading fast, Covid-19 cases have doubled every three days or less. This includes people who were previously infected or vaccinated against Covid-19.
- PearlynCSY:
  Tks for sharing
- PearlynCSY:
  Tks for sharing
- yeppy:
  The Omicron Variant of the SARS-CoV-2 virus will have little influence. Don't worry too much, the global economy will return to normal in 2022.
- ladyman:
  Vaccination benefits everyone in the world. The global economy needs recovery.
- RichyRick:
  yeah
robot1234
2021-12-26
robot1234
Omicron spread: 108 countries and over 1.5 lakh patients in a month.The first case of Omicron was reported on November 24 in South Africa and the World Health Organization (WHO) declared it as a variant of concern within a couple of days.
- robot1234:
  Tks for sharing
- huuou:
  Omicron's influence will not be great. don't worry
- dimsum:
  Omicron is spreading too fast. Does it have a serious impact on the global economy?
- RosalindElinor:
  Vaccination benefits everyone in the world. The global economy needs recovery.
RS142
2021-12-26
RS142
Too bad
3ded04dd
2021-12-25
3ded04dd
[Like] [Like]

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They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”\nContrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.\nGoldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have performed over the past year.\nAccording to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare provider with a Bullish rating.\nMeanwhile, Goldman Sachs cites a favorable backdrop in managed care space. 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They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”</li>\n <li>Contrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.</li>\n <li>Goldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have&nbsp;performed over the past year.</li>\n <li>According to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare&nbsp;provider with a Bullish rating.</li>\n <li>Meanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCOVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs...</p>\n\n<a href=\"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198358760","content_text":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs argues.\nIssuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.\nDespite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.\nFocusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.\nAccording to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.\n“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”\nContrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.\nGoldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have performed over the past year.\nAccording to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare provider with a Bullish rating.\nMeanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7113573,"gmtCreate":1640557727640,"gmtModify":1640557727666,"authorId":4087558306753550,"author":{"id":4087558306753550,"authorId":4087558306753550,"name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698788107,"type":1,"supId":0,"prevId":0,"content":"like","text":"like","html":"like"}],"langContent":"CN"},{"id":698571361,"gmtCreate":1640481319919,"gmtModify":1640481320105,"author":{"id":"4098273802374380","authorId":"4098273802374380","name":"SiewMailing","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698571361","repostId":1198358760,"repostType":4,"repost":{"id":"1198358760","pubTimestamp":1640396253,"share":"https://www.laohu8.com/m/news/1198358760?lang=&edition=full","pubTime":"2021-12-25 09:37","market":"us","language":"en","title":"COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=1198358760","media":"Seeking Alpha","summary":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay ","content":"<ul>\n <li><p>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures&nbsp;at least through early 2022, a team of analysts from Goldman Sachs argues.</p></li>\n <li>Issuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.</li>\n <li>Despite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.</li>\n <li>Focusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.</li>\n <li>According to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.</li>\n <li>“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”</li>\n <li>Contrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.</li>\n <li>Goldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have&nbsp;performed over the past year.</li>\n <li>According to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare&nbsp;provider with a Bullish rating.</li>\n <li>Meanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCOVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs...</p>\n\n<a href=\"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198358760","content_text":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs argues.\nIssuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.\nDespite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.\nFocusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.\nAccording to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.\n“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”\nContrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.\nGoldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have performed over the past year.\nAccording to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare provider with a Bullish rating.\nMeanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":698540350,"gmtCreate":1640478400082,"gmtModify":1640482737129,"author":{"id":"4092458811577680","authorId":"4092458811577680","name":"PearlynCSY","avatar":"https://static.tigerbbs.com/b3e9fe7af061efe80a756d23de62e7b3","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"The omicron variant of the SARS-CoV-2 virus, discovered just a few weeks ago, is poised to dominate Covid-19 cases around the world. It’s a stunning new twist to the pandemic saga that has countries scrambling to prepare. In places like South Africa and the United Kingdom where omicron has been spreading fast, Covid-19 cases have doubled every three days or less. This includes people who were previously infected or vaccinated against Covid-19.","listText":"The omicron variant of the SARS-CoV-2 virus, discovered just a few weeks ago, is poised to dominate Covid-19 cases around the world. It’s a stunning new twist to the pandemic saga that has countries scrambling to prepare. In places like South Africa and the United Kingdom where omicron has been spreading fast, Covid-19 cases have doubled every three days or less. This includes people who were previously infected or vaccinated against Covid-19.","text":"The omicron variant of the SARS-CoV-2 virus, discovered just a few weeks ago, is poised to dominate Covid-19 cases around the world. It’s a stunning new twist to the pandemic saga that has countries scrambling to prepare. In places like South Africa and the United Kingdom where omicron has been spreading fast, Covid-19 cases have doubled every three days or less. This includes people who were previously infected or vaccinated against Covid-19.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/698540350","repostId":1198358760,"repostType":4,"repost":{"id":"1198358760","pubTimestamp":1640396253,"share":"https://www.laohu8.com/m/news/1198358760?lang=&edition=full","pubTime":"2021-12-25 09:37","market":"us","language":"en","title":"COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=1198358760","media":"Seeking Alpha","summary":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay ","content":"<ul>\n <li><p>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures&nbsp;at least through early 2022, a team of analysts from Goldman Sachs argues.</p></li>\n <li>Issuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.</li>\n <li>Despite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.</li>\n <li>Focusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.</li>\n <li>According to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.</li>\n <li>“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”</li>\n <li>Contrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.</li>\n <li>Goldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have&nbsp;performed over the past year.</li>\n <li>According to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare&nbsp;provider with a Bullish rating.</li>\n <li>Meanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCOVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs...</p>\n\n<a href=\"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198358760","content_text":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs argues.\nIssuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.\nDespite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.\nFocusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.\nAccording to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.\n“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”\nContrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.\nGoldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have performed over the past year.\nAccording to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare provider with a Bullish rating.\nMeanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7125387,"gmtCreate":1640663729934,"gmtModify":1640663730032,"authorId":4092458811577680,"author":{"id":4092458811577680,"authorId":4092458811577680,"name":"PearlynCSY","avatar":"https://static.tigerbbs.com/b3e9fe7af061efe80a756d23de62e7b3","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698540350,"type":1,"supId":7117687,"prevId":0,"content":"Tks for <u>sharing</u>","text":"Tks for <u>sharing</u>","html":"Tks for <u>sharing</u>"},{"id":7125385,"gmtCreate":1640663714462,"gmtModify":1640663714532,"authorId":4092458811577680,"author":{"id":4092458811577680,"authorId":4092458811577680,"name":"PearlynCSY","avatar":"https://static.tigerbbs.com/b3e9fe7af061efe80a756d23de62e7b3","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698540350,"type":1,"supId":7117693,"prevId":0,"content":"Tks for <u>sharing</u>","text":"Tks for <u>sharing</u>","html":"Tks for <u>sharing</u>"},{"id":7117693,"gmtCreate":1640587082724,"gmtModify":1640587229427,"authorId":3479274800160907,"author":{"id":3479274800160907,"authorId":3479274800160907,"name":"yeppy","avatar":"https://static.laohu8.com/picture153","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698540350,"type":1,"supId":0,"prevId":0,"content":"The Omicron Variant of the SARS-CoV-2 virus will have little influence. Don't worry too much, the global economy will return to normal in 2022.","text":"The Omicron Variant of the SARS-CoV-2 virus will have little influence. Don't worry too much, the global economy will return to normal in 2022.","html":"The Omicron Variant of the SARS-CoV-2 virus will have little influence. Don't worry too much, the global economy will return to normal in 2022."},{"id":7117687,"gmtCreate":1640587029862,"gmtModify":1640587029862,"authorId":3479274804085724,"author":{"id":3479274804085724,"authorId":3479274804085724,"name":"ladyman","avatar":"https://static.laohu8.com/picture161","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698540350,"type":1,"supId":0,"prevId":0,"content":"Vaccination benefits everyone in the world. The global economy needs recovery.","text":"Vaccination benefits everyone in the world. The global economy needs recovery.","html":"Vaccination benefits everyone in the world. The global economy needs recovery."},{"id":7108206,"gmtCreate":1640479676710,"gmtModify":1640479676750,"authorId":3574713327400822,"author":{"id":3574713327400822,"authorId":3574713327400822,"name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698540350,"type":1,"supId":0,"prevId":0,"content":"<u>yeah</u>","text":"<u>yeah</u>","html":"<u>yeah</u>"}],"langContent":"CN"},{"id":698557143,"gmtCreate":1640478058001,"gmtModify":1640482750554,"author":{"id":"3561596430587504","authorId":"3561596430587504","name":"robot1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"Omicron spread: 108 countries and over 1.5 lakh patients in a month.The first case of Omicron was reported on November 24 in South Africa and the World Health Organization (WHO) declared it as a variant of concern within a couple of days.&nbsp;","listText":"Omicron spread: 108 countries and over 1.5 lakh patients in a month.The first case of Omicron was reported on November 24 in South Africa and the World Health Organization (WHO) declared it as a variant of concern within a couple of days.&nbsp;","text":"Omicron spread: 108 countries and over 1.5 lakh patients in a month.The first case of Omicron was reported on November 24 in South Africa and the World Health Organization (WHO) declared it as a variant of concern within a couple of days.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/698557143","repostId":1198358760,"repostType":4,"repost":{"id":"1198358760","pubTimestamp":1640396253,"share":"https://www.laohu8.com/m/news/1198358760?lang=&edition=full","pubTime":"2021-12-25 09:37","market":"us","language":"en","title":"COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=1198358760","media":"Seeking Alpha","summary":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay ","content":"<ul>\n <li><p>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures&nbsp;at least through early 2022, a team of analysts from Goldman Sachs argues.</p></li>\n <li>Issuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.</li>\n <li>Despite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.</li>\n <li>Focusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.</li>\n <li>According to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.</li>\n <li>“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”</li>\n <li>Contrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.</li>\n <li>Goldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have&nbsp;performed over the past year.</li>\n <li>According to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare&nbsp;provider with a Bullish rating.</li>\n <li>Meanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCOVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs...</p>\n\n<a href=\"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198358760","content_text":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs argues.\nIssuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.\nDespite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.\nFocusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.\nAccording to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.\n“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”\nContrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.\nGoldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have performed over the past year.\nAccording to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare provider with a Bullish rating.\nMeanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7117491,"gmtCreate":1640584602055,"gmtModify":1640584602055,"authorId":3561596430587504,"author":{"id":3561596430587504,"authorId":3561596430587504,"name":"robot1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698557143,"type":1,"supId":0,"prevId":0,"content":"Tks for <u>sharing</u>","text":"Tks for <u>sharing</u>","html":"Tks for <u>sharing</u>"},{"id":7116675,"gmtCreate":1640575129776,"gmtModify":1640575129776,"authorId":3479274787036362,"author":{"id":3479274787036362,"authorId":3479274787036362,"name":"huuou","avatar":"https://static.laohu8.com/picture129","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698557143,"type":1,"supId":0,"prevId":0,"content":"Omicron's influence will not be great. don't worry","text":"Omicron's influence will not be great. don't worry","html":"Omicron's influence will not be great. don't worry"},{"id":7116669,"gmtCreate":1640575094403,"gmtModify":1640575094403,"authorId":3479274804998780,"author":{"id":3479274804998780,"authorId":3479274804998780,"name":"dimsum","avatar":"https://static.laohu8.com/picture163","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698557143,"type":1,"supId":0,"prevId":0,"content":"Omicron is spreading too fast. Does it have a serious impact on the global economy?","text":"Omicron is spreading too fast. Does it have a serious impact on the global economy?","html":"Omicron is spreading too fast. Does it have a serious impact on the global economy?"},{"id":7116663,"gmtCreate":1640575045044,"gmtModify":1640575045044,"authorId":9000000000000406,"author":{"id":9000000000000406,"authorId":9000000000000406,"name":"RosalindElinor","avatar":"https://static.tigerbbs.com/bb7edeb4d97549dc1aea13d6eb260019","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698557143,"type":1,"supId":0,"prevId":0,"content":"Vaccination benefits everyone in the world. The global economy needs recovery.","text":"Vaccination benefits everyone in the world. The global economy needs recovery.","html":"Vaccination benefits everyone in the world. The global economy needs recovery."}],"langContent":"CN"},{"id":698528688,"gmtCreate":1640473851803,"gmtModify":1640473852438,"author":{"id":"3574118564601995","authorId":"3574118564601995","name":"RS142","avatar":"https://static.tigerbbs.com/22d2d9b1f352da24e6ea75b557ac987a","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Too bad","listText":"Too bad","text":"Too bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698528688","repostId":1198358760,"repostType":4,"repost":{"id":"1198358760","pubTimestamp":1640396253,"share":"https://www.laohu8.com/m/news/1198358760?lang=&edition=full","pubTime":"2021-12-25 09:37","market":"us","language":"en","title":"COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=1198358760","media":"Seeking Alpha","summary":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay ","content":"<ul>\n <li><p>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures&nbsp;at least through early 2022, a team of analysts from Goldman Sachs argues.</p></li>\n <li>Issuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.</li>\n <li>Despite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.</li>\n <li>Focusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.</li>\n <li>According to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.</li>\n <li>“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”</li>\n <li>Contrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.</li>\n <li>Goldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have&nbsp;performed over the past year.</li>\n <li>According to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare&nbsp;provider with a Bullish rating.</li>\n <li>Meanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCOVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs...</p>\n\n<a href=\"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198358760","content_text":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs argues.\nIssuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.\nDespite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.\nFocusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.\nAccording to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.\n“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”\nContrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.\nGoldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have performed over the past year.\nAccording to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare provider with a Bullish rating.\nMeanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":698228748,"gmtCreate":1640413587289,"gmtModify":1640413587358,"author":{"id":"4092415789566660","authorId":"4092415789566660","name":"3ded04dd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698228748","repostId":1198358760,"repostType":4,"repost":{"id":"1198358760","pubTimestamp":1640396253,"share":"https://www.laohu8.com/m/news/1198358760?lang=&edition=full","pubTime":"2021-12-25 09:37","market":"us","language":"en","title":"COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=1198358760","media":"Seeking Alpha","summary":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay ","content":"<ul>\n <li><p>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures&nbsp;at least through early 2022, a team of analysts from Goldman Sachs argues.</p></li>\n <li>Issuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.</li>\n <li>Despite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.</li>\n <li>Focusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.</li>\n <li>According to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.</li>\n <li>“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”</li>\n <li>Contrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.</li>\n <li>Goldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have&nbsp;performed over the past year.</li>\n <li>According to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare&nbsp;provider with a Bullish rating.</li>\n <li>Meanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCOVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs...</p>\n\n<a href=\"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198358760","content_text":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs argues.\nIssuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.\nDespite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.\nFocusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.\nAccording to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.\n“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”\nContrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.\nGoldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have performed over the past year.\nAccording to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare provider with a Bullish rating.\nMeanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":110,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1198358760"}