Thaum kawg, tom qab ib xyoos ntawm Covid qeeb, Sensonics (SENS) tau txais FDA qhov kev pom zoo rau nws qhov ntev-ntev kev soj ntsuam cov piam thaj (CGM).
Tam sim no tus neeg tsim khoom lag luam Ntshav Qab Zib's Eversense E3 (180-Hnub sensor) tam sim no tau muab qhov kev mus tom ntej thiab yuav tsum muaj rau cov neeg mob hauv Teb Chaws Asmeskas los ntawm Ascensia Diabetes Care, lub tuam txhab tus khub lag luam thoob ntiaj teb, pib hauv 2Q22.
Txawm hais tias qhov kev pom zoo ncua sij hawm - feem ntau yog los ntawm cov nyiaj rov qab ntawm FDA thiab hauv kab 2021 cov txiaj ntsig - qhov kev sib koom ua ke ib leeg tau thawb cov shares nce 218% hauv 2021.
Thaum Raymond James 'Jayson Bedford hu qhov kev pom zoo yog "lub sijhawm tseem ceeb" rau lub tuam txhab, nws kuj ntseeg tias nws yog "kev cia siab zoo." Qhov tseeb, tus kws tshuaj ntsuam xav tias qhov sib faib 'tus nqi yog tawm ntawm whack, txawm tias tom qab 'muag xov xwm' muag tawm (qis los ntawm 42% hauv cov kev sib tham tom ntej).
"Peb tseem saib SENS yog ib qho ntawm cov khoom lag luam uas tsis muaj nyob hauv peb lub ntiaj teb, raws li kev kwv yees tau qis dua, thiab qhov kev ntsuas, hauv peb qhov kev xav, tsis muaj kev vam meej," tus kws tshuaj ntsuam 5 lub hnub qub tau hais. "Peb hwm kev tswj hwm, thiab lees paub tias Eversense thev naus laus zis sib txawv, tab sis kev cia siab, hauv peb qhov kev xav, siab dhau lawm."
Tus kws tshuaj ntsuam kuj xav tias lub tuam txhab cov nyiaj tau los ntawm 2022 kev taw qhia ntawm $ 14-18 lab - Txoj Kev tau xav tias $ 31 lab - zoo li "me me me me rau qhov kev cia siab ntawm kev lag luam los ntawm Ascensia."
Nrog rau qhov loj catalyst tau ua si tawm, tsuas muaj "me me catalysts" tos ntsoov rau hauv 1H22 thiab cov Tshuag txoj kev vam meej hinges ntawm kev ua lag luam pem hauv ntej. Thaum 2Q tseem yuav pom E3 qhov kev pom zoo nyob sab Europe, lub tuam txhab gen-1 180-sensor twb tau nyob hauv khw hauv cheeb tsam rau plaub xyoos dhau los.
Raws li xws li, Bedford muab Sensonics sib koom qhov Underperform (ie Muag). (Saib xyuas Bedford cov ntaub ntawv taug qab, nias ntawm no)
Saib ntawm kev txheeb xyuas kev sib cais, tsis muaj kev pom zoo me ntsis ntawm no ntawm cov kws tshuaj ntsuam. Cov khoom lag luam Tuav kev pom zoo yog nyob ntawm 1 Yuav, Tuav thiab Muag, txhua qhov. Ntawm $ 1.90, tus nqi nruab nrab lub hom phiaj qhia txog ~ 10% downside los ntawm tus nqi tam sim no ntawm $ 2.11. (Saib SENS Tshuag kwv yees ntawm TipRanks)
Txhawm rau nrhiav cov tswv yim zoo rau cov kev lag luam tawm ntawm cov khoom lag luam zoo saib, mus saib TipRanks 'Cov Khoom Zoo Tshaj Plaws los yuav, ib qho khoom siv tshiab tshaj tawm uas ua ke tag nrho ntawm TipRanks' kev nkag siab sib npaug.
Kev tsis lees paub: Cov lus pom hauv tsab xov xwm no tsuas yog cov ntawm tus kws tshuaj xyuas tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog ib qho tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua kev nqis peev.
Tau qhov twg los: https://finance.yahoo.com/news/sensonics-despite-fda-approval-expectations-210455954.html