Investment Thesis
Edwards Lifesciences pioneers structural heart therapies including transcatheter aortic valve replacement (TAVR) and critical care monitoring. Aging populations and innovation drive double-digit growth.
- TAVR Leadership: Sapien valve franchise maintains clinical/market share leadership.
- Structural Heart Innovation: Transcatheter mitral/tricuspid therapies expand TAM.
- Critical Care: Hemodynamic monitoring and Smart Recovery platforms offer recurring revenue.