贝奇说股
2022-08-20
三大指数变盘,比特币暴跌!千亿空头回归,美联储和华尔街的双簧戏, 该结束了!| 贝奇说股20220819
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塔希提岛
2022-08-21
塔希提岛
沛嘉中报的TAVR收入做到了5200万,7月份市占率达到20%,而心通预报是1.2亿。
心通有上海两个月疫情冲击。沛嘉的实力不容小觑,因为沛嘉可以利用神内的渠道两头发力。
我认为TAVR现在还远没有到存量博弈的时候,任何一家的市占率提升意味着开拓了新的医院,培养了新的医生,对三家公司来说都应该是好事。
至于说集采,首先要先入医保,其次现在一个瓣膜入院价定20W就是为集采准备的。小哲财财 8-19
塔希提岛
2022-08-22
塔希提岛
微创支架集采也一样,但事实上也是行业门槛提高和优胜劣汰,企业提升市占率的良机。事实上也是这样演进的,打不死的会更强大,死掉的永远让出市场。
你看到的是短期业绩下降,我看到的是市场竞争力增强和空间打开,这布局不仅仅是支架,而是要吃掉冠脉支架手术细分市场的原材料、手术配件、支架、影像检测、手术设备全产业链。
全球冠脉支架市场以销售量计,现在只剩雅培一家在前面了。国内市场算啥?世界市场才是未来,微创再
股神阿甘
2022-08-21
股神阿甘
这篇文章不错,转发给大家看
wh快乐投资
:
[微笑]
Goodmorning.
2022-08-21
Goodmorning.
中丐股就不识这一套
股神阿甘
2022-08-21
股神阿甘
贝姐说的好,受教了!
方达利源
2022-08-21
方达利源
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精彩评论
心通有上海两个月疫情冲击。沛嘉的实力不容小觑,因为沛嘉可以利用神内的渠道两头发力。
我认为TAVR现在还远没有到存量博弈的时候,任何一家的市占率提升意味着开拓了新的医院,培养了新的医生,对三家公司来说都应该是好事。
至于说集采,首先要先入医保,其次现在一个瓣膜入院价定20W就是为集采准备的。小哲财财 8-19
你看到的是短期业绩下降,我看到的是市场竞争力增强和空间打开,这布局不仅仅是支架,而是要吃掉冠脉支架手术细分市场的原材料、手术配件、支架、影像检测、手术设备全产业链。
全球冠脉支架市场以销售量计,现在只剩雅培一家在前面了。国内市场算啥?世界市场才是未来,微创再