iRhythm

心律

(Nasdaq: IRTC)

（纳斯达克：IRTC）

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shares got a boost today on fourth-quarter results that came in ahead of the consensus forecast on Wall Street.

今天，第四季度财报结果超出华尔街的共识预期，股价得到了提振。

Shares of IRTC ticked up more than 8% to $122 apiece in mid-morning trading today.

今天上午交易中，IRTC的股价上涨超过8%，达到每股122美元。

The San Francisco-based remote cardiac monitoring company reported losses of $1.3 million. That equals 4¢ per share on sales of $164.3 million for the three months ended Dec. 31, 2024.

总部位于旧金山的远程心脏监测公司报告亏损 130 万美元。在截至 2024 年 12 月 31 日的三个月内，相当于每股 4 美分，销售额为 1.643 亿美元。

iRhythm recorded a massive bottom-line gain closer to breakeven from losses of $38.7 million this time a year ago. It managed a sales uptick of 24% year-over-year as well.

iRhythm记录了接近盈亏平衡的巨额底线收益，而一年前的此时亏损为3870万美元。该公司还实现了24%的年销售额增长。

Losses per share landed 20¢ ahead of expectations on Wall Street. Sales also topped estimates as experts forecasted $157.1 million in revenue.

每股亏损比华尔街预期高出20美分。销售额也超出预期，专家预测收入为1.571亿美元。

“Our fourth quarter capped a transformative year for iRhythm…,” said Quentin Blackford, President and CEO of iRhythm. “We achieved record new account onboarding, with balanced volume contributions across multiple channels, particularly in risk-bearing, primary care settings where Zio’s value as a population health management tool has resonated strongly..

“我们的第四季度为iRhythm的变革之年画上了句号……” iRhythm总裁兼首席执行官Quentin Blackford表示。“我们实现了创纪录的新客户引入，各渠道的业务量贡献均衡，特别是在承担风险的初级保健环境中，Zio作为人群健康管理工具的价值得到了强烈认可。”

“Looking ahead, we remain focused on delivering a best-in-class quality system while creating shareholder value through our strategies of expanding our core U.S. market presence, accelerating international growth, advancing product innovation, and further advancing operational efficiencies. As we scale the Zio platform globally, we’re uniquely positioned to shape the future of healthcare while driving value for patients, physicians, health systems, and shareholders.”.

“展望未来，我们将继续专注于提供一流的高质量体系，同时通过扩大美国核心市场占有率、加速国际增长、推动产品创新以及进一步提升运营效率等战略为股东创造价值。随着Zio平台在全球范围内的扩展，我们有能力塑造医疗保健的未来，同时为患者、医生、卫生系统和股东带来价值。”

iRhythm expects revenues for 2025 to range between $675 million and $685 million.

iRhythm预计2025年的收入将在6.75亿美元至6.85亿美元之间。

The analysts’ take on iRhythm

分析师对iRhythm的看法

BTIG analysts Marie Thibault, Sam Eiber and Alexandra Pang maintained their “Buy” rating for iRhythm following its fourth-quarter report. They highlighted volume growth from all customer channels and a record quarter of new account openings for the Zio Monitor and Zio AT systems.

BTIG分析师玛丽·蒂博、山姆·艾伯和亚历山德拉·庞在iRhythm发布第四季度报告后维持了对该公司的“买入”评级。他们强调了所有客户渠道的销量增长，以及Zio Monitor和Zio AT系统创下新账户开设记录的季度表现。

Additionally, the analysts note help from a disruption in a competitors mobile cardiac telemetry business. They did not specify which competitor, but

此外，分析师指出，竞争对手的心脏遥测业务中断也提供了帮助。他们没有具体说明是哪家竞争对手，但是

Philips notably had a cardiac monitoring software recall last December

飞利浦去年12月显著地召回了心脏监测软件。

. Additionally, the analysts note a new innovative channel partner for iRhythm that opened in the quarter.

此外，分析师指出，iRhythm在本季度开设了一家新的创新渠道合作伙伴。

Significantly, iRhythm continues to make progress toward remediating an outstanding FDA warning letter. iRhythm submitted two updates to the Zio AT mobile cardiac telemetry device

重要的是，iRhythm 在解决一份未决的 FDA 警告信方面继续取得进展。iRhythm 提交了针对 Zio AT 移动心脏遥测设备的两次更新。

following an FDA warning letter in 2023

继2023年FDA警告信之后

. The letter,

。这封信，

made public shortly after the company’s announcement

在公司宣布后不久公开

, accused iRhythm of violations related to rules for labeling, quality systems and medical device reporting. The FDA said that, in at least two cases, iRhythm did not report patient deaths in the required 30-day window, and instead reported them the following year.

，指控iRhythm违反了与标签、质量体系和医疗器械报告相关的规定。FDA表示，在至少两起案例中，iRhythm未能在规定的30天内报告患者死亡，而是在次年才进行报告。

iRhythm

心律

received the first FDA clearance

获得了首个FDA批准

for design changes made to Zio AT in October 2024, with

对于2024年10月对Zio AT所做的设计更改，伴随

the second coming a week later

两周后的第二次到来

. The system remains available to ship in the U.S. and the company plans to make the product enhancements cleared by the FDA available in 2025.

该系统仍在美国上市，公司计划在2025年提供获得FDA批准的产品改进。

The analysts say the company remains on track to complete its efforts in mid-2025. iRhythm also plans to complete its own internal compliance efforts by the end of the year. Zio MCT submission timelines remain on schedule for the third quarter.

分析师表示，该公司仍在按计划于2025年年中完成其工作。iRhythm还计划在今年年底前完成自己的内部合规工作。Zio MCT的提交时间表仍按计划在第三季度进行。

“Despite the regulatory noise in 2024, IRTC managed to accelerate volume growth every quarter, which we believe reflects its product differentiation and success opening new channels, most notably primary care,” the analysts wrote. “We think these trends are sustainable and should allow IRTC to deliver high-teens sales growth in 2025.”.

“尽管2024年监管噪音不断，IRTC仍成功实现了每季度的销量增长加速，我们认为这反映了其产品差异化以及开拓新渠道的成功，尤其是初级保健领域，”分析师写道。“我们认为这些趋势是可持续的，并将使IRTC在2025年实现高两位数的销售增长。”