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Wells upgrades Edwards Lifesciences, says tricuspid opportunity underappreciated

Wells upgrades Edwards Lifesciences, says tricuspid opportunity underappreciated

As previously reported, Wells Fargo upgraded Edwards Lifesciences (EW) to Overweight from Equal Weight with a price target of $94, up from $75. Edwards announced FDA approval of its Evoque transcatheter tricuspid replacement device, making it the first transcatheter tricuspid device approved in the U.S., the analyst tells investors. The approval came ahead of Abbott ‘s (ABT) TriClip, which is “a surprise” given the pivotal TriClip data was presented before the pivotal Evoque data, the analyst added. Given the earlier-than-expected Evoque U.S. approval, the firm is raising its worldwide tricuspid estimates in 2024-2028 for Edwards while also citing the delay in Boston Scientific’s (BSX) Neo2 TAVR device in its upgrade.

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