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Cantor Fitzgerald Initiates Coverage On This 'Attractively Valued' MedTech Stock

Cantor Fitzgerald Initiates Coverage On This 'Attractively Valued' MedTech Stock

康託·菲茨傑拉德開始對這一具有吸引力的醫療技術股票進行報道
Benzinga Real-time News ·  2022/09/08 14:24
  • Cantor Fitzgerald initiated coverage on Asensus Surgical Inc (NYSE:ASXC) with an Overweight rating and a price target of $1.50.
  • ASXC is a RoboticAssisted Surgery (RAS) company that digitizes the interface between the surgeon and patient to enable performance-guidance surgery through machine vision, augmented intelligence, and deep learning capabilities.
  • The analyst believes that Asensus Surgical's RAS system, Senhance, should drive better and more consistent procedural outcomes.
  • The $1.50 price target is based on a 23.1x EV/CY23E revenue/growth multiple, representing a slight premium to high-growth MedTech peers at 19.4x and a discount to Intuitive Surgical Inc (NASDAQ:ISRG) at 76.9x.
  • The analyst holds a favorable view of the estimated $56-billion laparoscopic surgery market that may achieve an estimated 15% CAGR over 2019-30, with a current penetration of less than 15% of WW surgeries.
  • The analyst believes ASXC's visualization technology is differentiated from competitors and should serve to drive fast adoption.
  • Price Action: ASXC shares are up 2.77% at $0.54 on the last check Thursday.
  • 康託·菲茨傑拉德在以下日期開始覆蓋阿斯普斯外科公司(紐約證券交易所代碼：ASXC)，評級為增持，目標價為1.50美元。
  • ASXC是一家機器人輔助手術(RAS)公司，將外科醫生和患者之間的界面數字化，通過機器視覺、增強智能和深度學習功能實現性能指導手術。
  • 這位分析師認為，Ascount Surgical的RAS系統SEnhance應該會推動更好和更一致的程序結果。
  • 1.5美元的目標價基於23.1倍的EV/CY23E收入/增長倍數，略高於高增長的MedTech同行的19.4倍，低於直覺外科公司股份有限公司(納斯達克：ISRG)為76.9倍。
  • 這位分析師對估計價值560億美元的腹腔鏡手術市場持樂觀態度，該市場可能在2019-30年間實現約15%的複合年增長率，目前在全球手術中的滲透率不到15%。
  • 這位分析師認為，ASXC的可視化技術有別於競爭對手，應該有助於推動快速採用。
  • 價格行動：ASXC股價週四最後一次上漲2.77%，至0.54美元。
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