Medtronic 公司新产品发布 - Medtronic 公司获得 FDA 批准其 Percept RC 深部脑刺激系统，用于缓解帕金森病、肌张力障碍和本体震颤等运动障碍[1][2] - 深部脑刺激（DBS）系统通过向大脑特定区域发送控制的直接电刺激来帮助缓解运动障碍[4] - Percept PC 深部脑刺激系统具有 BrainSense 技术和 SenSight 定向导线，可提供实时大脑数据和精准刺激[6]

Bojan89 Medical device stocks have staged an impressive comeback on both an absolute and relative basis over the past three months. After crumbling compared to the S&P 500 into early October last year, partly due to fears the GLP-1 weight-loss drugs would stymie demand for invasive medical procedures, the group of Health Care sector equities has quickly become market leaders. Medtronic (NYSE:MDT) is up seven sessions in a row to jump-start the year. I reiterate my buy rating on the company. I continue t ...

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The latest trading session saw Medtronic (MDT) ending at $87.09, denoting a +0.01% adjustment from its last day's close. This change outpaced the S&P 500's 0.07% loss on the day.The medical device company's shares have seen an increase of 6.32% over the last month, not keeping up with the Medical sector's gain of 7.37% and outstripping the S&P 500's gain of 3.98%.The upcoming earnings release of Medtronic will be of great interest to investors. The company's earnings report is expected on February 20, 2024. ...

Percept RC深脑刺激系统 - Medtronic plc (MDT)最近获得了FDA对Percept RC深脑刺激（DBS）系统的批准[1] - 这款可充电的神经刺激器是Medtronic Percept家族的最新创新产品，包括Percept PC神经刺激器、BrainSense技术和SenSight定向导线[1] - Percept RC是DBS可用的最小、最薄的双通道神经刺激器，配备了BrainSense技术，可以捕捉和记录大脑信号，从而为医疗保健提供者提供洞察力[7] 市场趋势 - 根据研究报告，全球DBS设备市场价值在2022年达到了118亿美元，并预计到2030年将以9.9%的复合年增长率增长[10] 公司股价 - 公司股价在过去六个月下跌了0.5%，略低于行业的下跌幅度[14]

公司概况 - 作者在2023年10月份开始关注Medtronic股票，并指出公司在当时价格便宜，自那时以来，股价上涨了27.61%[1] - Medtronic是一家总市值约为1180亿美元的全球医疗技术公司，专注于心血管、糖尿病、医疗外科和神经科学等领域的医疗设备[4] 财务表现 - 在2024财年第二季度，Medtronic的营收同比增长5.26%，各业务和地理区域均实现了增长，特别是心血管、神经科学和医疗外科部门的增长，糖尿病部门也加速增长[10] - 根据作者的DCF模型，MDT股票被低估了约13%，当前股价已经低于公司的公允价值，存在上涨潜力[30] 管理层展望 - 公司管理层对GLP-1药物对Medtronic市场的潜在影响表示信心，认为除了对减肥手术市场有暂时影响外，这些药物不会显著影响公司的长期增长前景[14] - Medtronic有明确的计划，如何降低成本和尽快停止毛利率下降，预计毛利率将在中期恢复，这已经开始被市场所反映[18] 风险与评级 - 作者认为，尽管Medtronic面临来自主要医疗器械公司（如强生、雅培和波士顿科学）的竞争、报销率或政策变化以及债务负担等风险，但管理层通过新技术、成本削减和优化流程来增加利润率，市场已经反映了这种潜力，因此重申了之前的“买入”评级[33]

Medtronic糖尿病业务发展 - Medtronic最近获得了MiniMed 780G系统的CE标志，配备了Simplera Sync传感器，无需指尖刺痛或胶带[1] - MiniMed 780G系统预计将于2024年春季在欧洲有限发布，随后在2024年夏季进行分阶段商业推出[2] - MiniMed 780G系统具有最先进的胰岛素输送系统，每五分钟自动调整和校正葡萄糖水平，并具有餐后检测技术[6]

产品和技术研发 - Medtronic在心脏消融领域进行了重大投资，以扩大市场份额[10] - Medtronic在糖尿病领域取得了进展，市场正转变为智能计量系统[12] - Medtronic的780G系统在美国市场表现出色，预计业务将恢复增长[14] - Medtronic宣布获得780G系统的CE标志，用于新的Simplera Sync CGM[15] - Medtronic在结构性心脏领域处于有利位置，可以利用60亿美元以上的TAVR市场[17] - Medtronic的Evolut平台在市场上提供真正的优势[18] - Medtronic在ENT领域收购了Intersect ENT，有助于业务增长[21] - Medtronic的Symplicity Spyral肾脏去神经系统获得FDA批准，为全球高血压患者提供机会[29] 市场扩张和并购 - Medtronic在结构性心脏领域有利位置，可以利用60亿美元以上的TAVR市场[17] - Medtronic在ENT领域收购了Intersect ENT，有助于业务增长[21] - Medtronic的Symplicity Spyral肾脏去神经系统获得FDA批准，为全球高血压患者提供机会[29] 未来展望 - Medtronic的780G系统在美国市场表现出色，预计业务将恢复增长[14] - Medtronic在结构性心脏领域处于有利位置，可以利用60亿美元以上的TAVR市场[17] - Medtronic的Evolut平台在市场上提供真正的优势[18]

Medtronic plc (NYSE:MDT) JP Morgan 42nd Annual Global Healthcare Conference January 8, 2024 12:00 PM ET Company Participants Geoffrey Martha - Chairman of the Board & CEO Karen Parkhill - Executive VP & CFO Sean Salmon - Executive VP & President of Cardiovascular Portfolio Que Thanh Dallara - Executive VP & President Diabetes Operating Unit Conference Call Participants Robert Marcus - JPMorgan Robert Marcus Welcome, everyone. Thanks for joining. I'm Robbie Marcus, the med tech analyst at JPMorgan. Really h ...

It isn't unusual for top medical device maker Medtronic (MDT 2.37%) to score regulatory approvals for its goods. Nevertheless, in the healthcare field, nearly any regulatory win is considered a convincing victory for the company behind the product.That was the dynamic behind the more than 2% bump in share price Medtronic enjoyed on Monday. That performance topped the broader stock market, at least if we go by the 1.4% rise of the benchmark S&P 500 index.Percept is now an approved product in the U.S.Early Mo ...