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AtriCure (Nasdaq:ATRC) stock is up more than 16% today on news of plans to expand into pulsed field ablation, which has generated buzz as a potentially better AFib treatment.
AtriCure(Nasdaq:ATRC)股价今日上涨逾16%,因有消息称,该公司计划扩展到脉冲场消融治疗,这已成为一种潜在的更好的AFib治疗方法。
The Mason, Ohio–based company has carved out a strong niche in the surgical space. It’s technology portfolio includes the Isolator Synergy ablation clamp for treating AFib and the Hybrid AF therapy for AFib, along with cryoablation technology.
这家总部位于俄亥俄州梅森的公司在外科领域开辟了一个强大的利基市场。它的技术组合包括用于治疗AFib的隔离器协同消融钳和用于AFib的混合AF疗法,以及冷冻消融技术。
During AtriCure’s Q3 earnings call yesterday evening, CEO Michael Carrel said the company’s hybrid AF therapy remains resilient, despite the market effects of broadening PFA adoption.
AtriCure首席执行官迈克尔·卡雷尔(MichaelCarrel)在昨晚召开的第三季度财报电话会议上表示,尽管PFA采用范围扩大产生了市场影响,但该公司的混合AF疗法仍然具有弹性。
Medtech giants, including Medtronic and Boston Scientific, have been introducing minimally invasive, catheter-delivered PFA systems, and Johnson & Johnson’s Biosense Webster and Abbott are developing their own systems. Pulsed-field ablation has shown promise to treat AFib better while reducing the complications sometimes seen with radiofrequency ablation.systems..
包括美敦力(Medtronic)和波士顿科学(Boston Scientific)在内的医疗科技巨头一直在引入微创导管输送PFA系统,强生(Johnson&Johnson)的Biosense Webster和雅培(Abbott)正在开发自己的系统。脉冲场消融有望更好地治疗AFib,同时减少射频消融系统有时出现的并发症。。
(Related story on Medical Design & Outsourcing: Pulsed field ablation catheters take shape at Medtronic, Boston Scientific, Abbott and J&J’s Biosense Webster)
(关于医疗设计和外包的相关故事:脉冲场消融导管在美敦力、波士顿科学、雅培和强生生物传感韦伯斯特公司成形)
AtriCure officials think PFA is driving awareness about AFib, increasing diagnosis and expanding the number of patients for treatment.
AtriCure官员认为,PFA正在提高人们对AFib的认识,增加诊断并扩大治疗患者的数量。
“To build on that point, we believe that continuous innovation in the AFib therapies has grown patient treatment across all markets,” Carrel said. “Therefore, we are excited to announce that we have entered into an exclusive license and development agreement with an expert in the PFA field to accelerate the introduction of PFA technology to our cardiac surgery devices.
Carrel说:“在此基础上,我们相信亚投行疗法的不断创新已经使所有市场的患者治疗都有所增长。”。“因此,我们很高兴地宣布,我们已经与PFA领域的专家签订了独家许可和开发协议,以加速将PFA技术引入我们的心脏手术设备。
Ultimately, we anticipate PFA will be another foundational element of our portfolio of epicardial surgical ablation devices. We expect to announce more details on our PFA development program and clinical progress early next year.”.
最终,我们预计PFA将成为我们心外膜手术消融设备组合的另一个基础要素。我们预计明年初将公布更多有关PFA开发计划和临床进展的详细信息。”。
ATRC shares were up more than 16% to $34.33 this morning on the news.
ATRC股价今晨上涨逾16%,至34.33美元。
AtriCure had a Street-beating Q3
AtriCure第三季度在街上表现出色
During the quarter that ended Sept. 30, 2024, revenue grew 17.9% year-0ver-year to $115.9 million. Losses narrowed to $7.9 million, or 17¢ per share, versus $9.0 million, or 20¢ per share, for the same quarter a year ago.
截至2024年9月30日的季度,收入同比增长17.9%,达到1.159亿美元。亏损缩小至790万美元,即每股17美分,而去年同期为900万美元,即每股20美分。
The results beat the consensus of Wall Street analysts, who expected losses of 20¢ per share on revenue of $112.2 million.
该结果打破了华尔街分析师的共识,他们预计收入为1.122亿美元,每股亏损20美分。
AtriCure upped its full-year revenue guidance to $459–462 million, reflecting approximately 15% to 16% growth.
AtriCure将其全年收入指导上调至4.59-4.62亿美元,反映出约15%至16%的增长。
BTIG analysts Marie Thibault and Sam Eiber said: “We think ATRC is undervalued, especially after considering the broad strength across its various businesses, a wealth of new product launches, and proactive R&D efforts.”