
直觉外科公司在连续第四个季度报告增长放缓后,收窄了全年手术量增长预期区间,市场对竞争加剧和医院支出减少的担忧依然存在。
By Chloé Meley Intuitive Surgical Inc. narrowed the range of its procedure growth outlook for the full year after reporting slowing growth for the fourth straight quarter, keeping alive concerns over increasing competition and reduced hospital spending.
第三季度,使用该公司达芬奇手术机器人进行的手术量同比增长约14%,为四年来最疲软增速。公司现在预计今年达芬奇手术量增长将在14%至15%之间,此前预期最高可达15.5%。
Procedures performed with the company’s da Vinci surgical robots rose around 14% in the third quarter from a year ago, the weakest growth in four years. The company now expects da Vinci procedure growth between 14% and 15% this year, compared to a previous expectation of as much as 15.5%.
行业竞争正在加剧,强生公司和美敦力公司均已推出自家机器人产品,而史赛克公司向软组织机器人企业CMR Surgical投资4亿美元。
Competition is intensifying in the sector, with Johnson & Johnson and Medtronic Plc both launching their own robotic products and Stryker Corp. investing $400 million in soft-tissue robotic firm CMR Surgical.
《平价医疗法案》补贴的变化影响了美国的手术量增长,此外GLP-1类药物的普及也减缓了对减重手术的需求。盘后交易中,公司股价下跌11%。
Changes to Affordable Care Act subsidies have impacted procedure growth in the US, along with the growing uptake of GLP-1s, which has slowed demand for bariatric surgery. Company shares fell 11% in postmarket trading.
总部位于加利福尼亚州桑尼维尔的直觉外科报告调整后每股收益为3美元,高于市场预期的2.6美元。
Intuitive, based in Sunnyvale, California, reported adjusted earnings per share of $3, compared to estimates of $2.6.
医疗技术公司今年面临《平价医疗法案》和医疗补助计划变更的挑战,引发担忧:随着保险覆盖范围缩减,手术量将放缓。设备召回、网络攻击和新产品发布稀缺进一步打击了投资者信心。
Medical technology companies have been challenged this year by changes to the Affordable Care Act and Medicaid programs, which raised concerns that procedures would slow down as coverage falls. Device recalls, cyber attacks and a dearth of product launches further dented investor confidence.
展望明年,该行业前景更为光明,进入2027年将迎来两年多来最强劲的增长前景。
Next year looks brighter for the sector, heading into 2027 with the strongest growth outlook in more than two years.