Abbott Laboratories' (ABT) structural heart business could see "meaningful upside" from readout of positive results of Boston Scientific's (BSX) clinical trial of the Watchman implant at the end of March, UBS said in a note emailed Friday.
Positive trial results could spark a broader growth in the structural heart area that could indirectly lift Abbott's MedTech segment through a modest market capture, UBS analysts said. Their scenario analysis suggests that even small market share gains have the potential to raise the MedTech segment's five-year compound annual growth rate to sustainable double-digit growth levels, compared to the consensus of 9.6% over the 2025-2030 period.
Although the company's shares have been down 11% year-to-date from 52-week highs partly due to investors' concerns about deceleration in key growth areas within the MedTech segment, the analysts said they believe that the structural heart division remains "underappreciated."
UBS reiterated the company's stock rating at buy and price target at $158.
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