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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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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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,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7125387,"gmtCreate":1640663729934,"gmtModify":1640663730032,"authorId":4092458811577680,"author":{"id":4092458811577680,"idStr":"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,"idStr":"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,"idStr":"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,"idStr":"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,"idStr":"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,"authorIdStr":"3561596430587504","idStr":"3561596430587504"},"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,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7117491,"gmtCreate":1640584602055,"gmtModify":1640584602055,"authorId":3561596430587504,"author":{"id":3561596430587504,"idStr":"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,"idStr":"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,"idStr":"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,"idStr":"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,"authorIdStr":"3574118564601995","idStr":"3574118564601995"},"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,"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,"authorIdStr":"4092415789566660","idStr":"4092415789566660"},"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,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":110,"commentSize":9,"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":"4.29.3","shortVersion":"4.29.3","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"}