Growth ProjectionsUltimately, if TAVR continues to be a mid-single-digits growth business, analysts will continue to wait on the sidelines for the stock.
Guidance And Growth ExpectationsManagement reiterated guidance for FY25, but the Q1 TAVR guidance raised questions due to expected growth rates being below the low end of FY25 expectations.
Market CompetitionEdwards Lifesciences acknowledged a loss of TAVR share in Japan due to more aggressive pricing from competitors.