Stock Pulse
Medtronic's Evolut TAVR system showed superior two-year clinical trial results compared to Edwards Lifesciences' SAPIEN, posing a threat to Edwards' market share [1]. While Edwards presented positive data at the American College of Cardiology's annual session, demonstrating the benefits of their TAVR systems and leading to a stock price increase [3], [5], concerns remain about slower-than-expected TAVR growth, prompting Sands Capital to sell its EW position [4]. Jim Cramer rated EW as a "hold," favoring Boston Scientific [2]. Despite these challenges, Edwards continues to innovate in structural heart disease treatment and has initiated a stock buyback program [5]. Executive stock option exercises and sales occurred under pre-arranged plans [6], [7].