Core Viewpoint - HeartLink Medical (02160) has seen a significant increase in stock price, rising 7.41% to HKD 1.45, with a trading volume of HKD 19.1345 million, following the announcement of a potential restructuring with the group's CRM business to enhance competitiveness and resource integration [1] Group 1: Company Developments - On July 17, MicroPort Medical and HeartLink Medical announced plans to restructure HeartLink Medical with the group's CRM business to improve internal resource integration and collaboration [1] - The CRM business is a subsidiary in which the group holds a 50.13% stake, focusing on products for diagnosing, treating, and managing arrhythmias and heart failure, including pacemakers and defibrillators [1] Group 2: Financial Insights - In 2018, MicroPort Medical acquired LivaNova's cardiac rhythm management business for USD 190 million, which generated USD 250 million in revenue in 2016 [1] - The projected revenue for MicroPort's cardiac rhythm management in 2024 is USD 220 million, with an expected loss of USD 88.05 million [1] Group 3: Strategic Implications - The integration of HeartLink Medical is expected to create a platform company covering structural heart disease and rhythm management, leveraging shared international sales channels to generate synergies between the two business areas [1] - This restructuring aims to establish a stronger sales network and market influence globally [1]
心通医疗-B再涨超7% 公司有望并购重组微创心律管理业务 进一步增厚产品管线布局