投行Baird看好2024年医疗技术股跑赢大盘，首选爱尔康(ALC.US)和波士顿科学(BSX.US)等公司

智通财经网01-16

智通财经APP获悉，投行Baird表示，在经历了三年的表现不佳之后，预计医疗科技股将在2024年跑赢大盘，但对牙科和美容市场近期仍持谨慎态度。这家投行指出，上周在旧金山举行的投资会议提振了医疗科技股，iShares US Medical Devices ETF在过去五天里上涨了2.8%，超过了标准普尔500指数1.6%的涨幅。Baird对2024年医疗科技股的首选仍然是爱尔康(ALC.US)、...

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ETF在过去五天里上涨了2.8%，超过了标准普尔500指数1.6%的涨幅。Baird对2024年医疗科技股的首选仍然是爱尔康(ALC.US)、史赛克(SYK.US)、库珀医疗(COO.US)、Axonics(AXNX.US)和波士顿科学(BSX.US)。Baird在最近的一份报告中表示，医疗技术患者数量在第四季度似乎保持良好，尤其是髋关节/膝关节置换术、糖尿病设备、隐形眼镜、眼科产品、心血管和神经调节设备以及手术机器人的需求强劲。Baird在最近的一份报告中表示，提前公布财报的公司也超过了华尔街对第四季度收入的预期，“在很大程度上符合2024年的普遍预期，从而降低了即将发布的报告的风险。”Baird分析师补充道:“我们越来越感觉到，在未来几周的第四季度电话会议上，我们将听到Dentsply Sirona (XRAY.US)、Envista (NVST.US)和Henry Schein (HSIC.US)对2024年有机增长的预测，这是非常非常低的个位数。从这些股票最近的表现来看，我们现在担心这样的预测可能会令人失望。”Baird说，正因为如此，它正在改变对牙科群体的看法，从“战术上的积极到战术上的中立，甚至稍微消极”。它还重申了“对除Align (ALGN.US)以外的所有公司未来12个月的看法更为谨慎。”至于美容，Baird表示，它仍然认为InMode (INMD.US)和Apyx Medical (APYX.US)在正在进行的从吸脂到身体轮廓的行业转变中处于有利地位。该公司还认为，从长远来看，像InMode这样专注于紧肤手术的公司将受益于GLP-1减肥药的普及。尽管如此，Baird提醒InMode的投资者“做好准备，2024年的最终指引可能会要求今年的收入相对于2023年几乎没有增长。”总的来说，Baird认为今年医疗科技公司的利润率将有所提高，因为在与供应链问题斗争多年后，医疗科技公司将重新专注于提高效率。至于个别公司，Baird表示，波士顿科学计划与Axonics合并，突显了其在2024年的首要地位，因为这两家公司都在其进入新年的选择名单上。这家投资银行还将Dexcom(DXCM.US)列入其首选名单，称其非胰岛素传感器Stelo是增长动力。该公司还预计，“短期内”EBITDA将实现25%至30%的增长。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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; 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