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Edwards Lifesciences stock sticks to Neutral after Innovalve buy

EditorAhmed Abdulazez Abdulkadir
Published 15/07/2024, 18:52
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On Monday, Edwards Lifesciences (NYSE:EW), a prominent player in the medical device sector, is set to acquire Innovalve Bio Medical, a private company specializing in transcatheter mitral valve replacement (TMVR) technology. The deal, valued at approximately $300 million in cash, is expected to close by the end of 2024. Edwards Lifesciences had previously invested in Innovalve in 2017.

Innovalve's innovative Innostay TMVR System is distinguished by a unique rotation mechanism that enables the native mitral valve to wrap around the valve prosthesis, ensuring a secure anchor and seal. This technology is currently under evaluation in the TWIST early feasibility study. Preliminary clinical results from the first 25 patients, which were shared at the TVT meeting last year, indicated encouraging safety and performance.

Edwards Lifesciences also confirmed that its own SAPIEN M3 device is on schedule for European approval by the end of 2025. The acquisition of Innovalve is expected to bolster Edwards Lifesciences' portfolio of therapies, enhancing its ability to address a broader patient population with structural heart disease.

This strategic move aligns with Edwards Lifesciences' sharpened focus on structural heart disease, which follows the planned divestiture of its Critical Care business. Despite the significance of the acquisition, BTIG has maintained a Neutral rating on Edwards Lifesciences shares, with no immediate adjustments to their financial estimates. The firm's stance remains unchanged following the announcement of the Innovalve acquisition.

In other recent news, Edwards Lifesciences has seen significant developments. The company has announced that Robert W.A. Sellers, Senior Vice President and Principal Accounting Officer, will retire in July 2024, with Andrew M. Dahl succeeding him in the role.

Dahl, who joined Edwards Lifesciences in February 2024, has a substantial background in the medical device sector and has held various positions at Medtronic (NYSE:MDT) PLC since May 2016.

In terms of business operations, Edwards Lifesciences has entered into a definitive agreement to sell its Critical Care business to Becton, Dickinson and Company for $4.2 billion in cash. The sale, expected to close by the end of 2024, is part of Edwards' strategy to concentrate on structural heart disease innovations. Proceeds from the sale will be reinvested into strategic growth initiatives, particularly in technologies aimed at treating various heart conditions.

Analysts have also shown positive sentiments towards Edwards Lifesciences. Goldman Sachs (NYSE:GS) recently added the company to its US Conviction List, indicating a positive outlook for the company. The firm initiated coverage on Edwards Lifesciences shares with a Buy rating and a price target of $107.00.

Similarly, Citi upgraded shares of Edwards Lifesciences from Neutral to Buy, with an increased price target of $105.00. These developments reflect the positive sentiments of analysts towards Edwards Lifesciences in light of recent events.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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