Da Carl Zeiss al Biotech - Pagina 200
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  1. #1991

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  4. #1994
    L'avatar di fol-low me
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    zeiss: pubblicano il 10 maggio? [in genere quando parlano crolla..... mi chiedo se non sia il caso di vendere un po prima]

  5. #1995

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    Intuitive Surgical looks like its business is moving into the recovery room on bullish outlook(ISRG)
    Intuitive Surgical (ISRG +9%) is surging higher today following an impressive Q1 earnings result last night coupled with a bullish outlook for the remainder of 2021. The headline numbers were much better than expected, with the $0.86 EPS beat being ISRG's largest since 3Q16. ISRG reported nice revenue upside as well.
    As the company is a supplier of robotic-assisted surgery equipment, the number of elective surgeries performed factors significantly into ISRG's results. Many surgeries and diagnoses have been delayed due to the pandemic as people have been cautious about going into hospitals. Also, hospitals had diverted resources to focus on COVID patients. The other part of the company's growth equation is increasing its installed base of equipment at hospitals, which will in turn result in more procedure revenue down the line.
    Probably even more encouraging than the headline numbers was ISRG's commentary on the market. The company saw a healthy recovery in surgery and in use of its products. Worldwide da Vinci procedures grew 16% yr/yr in Q1, but the company's guidance for full year growth of +22-26% points to a nice acceleration later in the year.
    On the capital side, new system placements continued to exceed expectations, with the US, China, France, and the UK standing out in Q1. The company shipped 298 da Vinci Surgical Systems, an increase of 26% yr/yr, which was a big improvement from a 3% yr/yr decline in Q4. Its installed base grew 8% yr/yr to 6,142 systems. Strong capital placements coupled with higher utilization rates indicate a need by customers to return to surgery.
    ISRG primarily operates in the US, which accounts for 70% of procedures. However, the company sees China, its second largest market, as a huge growth opportunity. China performed well in Q1, with multiple specialties contributing to strength.
    While most investors are likely focusing on ISRG's huge beat, what stands out even more to us is the full year procedure growth guidance. ISRG booked +16% growth in Q1, and full year guidance stands at +22-26%, which means that Q2-Q4 will see significantly higher growth relative to Q1. It supports the theory we posed in our preview that we think there could be a good deal of pent-up demand as people finally stop delaying elective procedures.

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