Edwards Lifesciences Outlines TAVR Expansion and Future Revenue Growth
Edwards Lifesciences (NYSE:EW) is anticipating growth opportunities from the expansion of Transcatheter Aortic Valve Replacement (TAVR), driven by updated Centers for Medicare & Medicaid Services (CMS) coverage policies. The new policy allows greater flexibility in patient evaluations, staffing during procedures, and hospital program requirements, potentially enabling 100–200 additional U.S. centers to offer TAVR over time. The company is targeting more than $2 billion in revenue by 2030 from its Tricuspid Mitral Therapeutic Technologies (TMTT) portfolio, including products like PASCAL, EVOQUE, and SAPIEN M3. Edwards expects approximately $250 million in TMTT-related revenue for 2026 with around 40% growth year-over-year. The CEO emphasized the company's focus on structural heart disease as a key driver of long-term strategic clarity. Edwards also highlighted its PROGRESS trial results, expected within six weeks, which could expand the TAVR opportunity if earlier treatment for moderate aortic stenosis proves beneficial.
Tickers: $EW
Topics: Healthcare Medical Devices Structural Heart Disease TAVR Growth