Core Insights - Edwards Lifesciences Corporation is positioned for growth due to its innovative Surgical Structural Heart segment and the successful TAVR platform, despite facing macroeconomic challenges and litigation expenses [1][8]. Business Performance - The Surgical Structural Heart segment grew by 5.3% year-over-year in Q3 2025, driven by the adoption of RESILIA tissue and technologies like INSPIRIS, MITRIS, and KONECT [3][4]. - The TAVR business experienced a 10.6% year-over-year growth in Q3 2025, supported by stable pricing and competitive positioning [5][6]. - The TMTT segment saw a remarkable 53% increase in sales in Q3 2025, fueled by the performance of PASCAL and EVOQUE systems [9][10]. Market Position - Edwards Lifesciences has a market capitalization of $48.33 billion and has outperformed the industry with a 13.4% stock increase over the past year, compared to a 2.1% decline in the industry [2]. - The company has consistently surpassed earnings estimates, achieving an average surprise of 8.89% over the last four quarters [2]. Challenges - The company faces macroeconomic pressures, including a 31.3% increase in cost of goods sold (COGS) due to inflation and supply chain issues [11]. - Ongoing litigation related to patent rights poses risks to the company's growth and reputation [12]. Future Outlook - The Zacks Consensus Estimate for Edwards Lifesciences' 2025 earnings per share (EPS) is $2.59, with projected revenues of $6.03 billion, indicating a 1% increase from the previous year [13].

Annual Meeting December 2025 For personal use only NASDAQ: AVR | ASX: AVR Disclaimer Forward-Looking Statements This presentation (including oral commentary that accompanies this presentation) contains forward-looking statements, including statements related to our business, products and clinical trials and studies. Any statements about our expectations, beliefs, plans, predictions, forecasts, objectives, assumptions, or future events or performance are not historical facts and may be forward-looking. In so ...

Group 1 - Edwards Lifesciences Corporation (EW) has positively responded to the updated ESC/EACTS guidelines for severe aortic stenosis (AS), which recommend earlier treatment for asymptomatic patients and lower the TAVR age threshold to 70 [2][4] - The company is the only one with an approved TAVR indication for asymptomatic severe AS in the U.S. and Europe, emphasizing its critical EARLY TAVR trial and the CE Mark for its SAPIEN 3 platform [3][4] - Data from the TRISCEND II study presented at the ESC Congress indicates that the EVOQUE tricuspid valve replacement significantly reduced heart failure hospitalizations at 18 months, reinforcing the company's leadership in structural heart innovation [4] Group 2 - Edwards Lifesciences specializes in structural heart therapies, pioneering innovations in TAVR, mitral, and tricuspid procedures to improve patient outcomes and expand access globally [5]

Company Insights - Edwards Lifesciences announced new economic and clinical evidence on severe aortic stenosis (AS) at EuroPCR 2025, indicating that early intervention before symptoms develop can reduce healthcare costs by $36,000 per patient and improve patient outcomes [1][5] - The company has a market capitalization of $44.64 billion and an earnings yield of 3.2%, outperforming the industry average of -2.8% [4] - Edwards' stock closed at $74.79, down 1.7% from the previous close, but the company is expected to maintain positive market sentiment due to its commitment to TAVR innovation and strong clinician adoption of SAPIEN technology [3] Industry Insights - The AS treatment market is projected to reach $8.6 billion in 2024, with a compound annual growth rate (CAGR) of 7.4% by 2034, driven by advancements in medical technology and increased awareness among healthcare professionals and patients [7][8] - The recent FDA approval for the SAPIEN 3 platform for asymptomatic severe AS patients is based on data from the EARLY TAVR trial, which showed superior outcomes compared to traditional clinical surveillance [10] - The company continues to benefit from the strong uptake of its premium RESILIA portfolio in the surgical segment, which includes products like INSPIRIS, MITRIS, and KONECT [3]