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TD Cowen confident in Acurate approval, reiterates Buy on Boston Scientific stock

Published 10/07/2024, 08:30 PM
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On Monday, TD Cowen reaffirmed its Buy rating on shares of Boston Scientific Corporation (NYSE:BSX) and maintained the price target of $86.00.

The firm's outlook remains positive regarding the Acurate IDE trial results, which are anticipated to support the device's approval in the United States. The analyst expressed confidence in the forthcoming results, suggesting that the revised timeline for releasing the trial data indicates a diligent effort by Boston Scientific to expedite the presentation, often a harbinger of favorable results.

The shift in the release schedule for the Acurate IDE trial results to October 2024, previously set for March 2025, was highlighted by TD Cowen as a sign of Boston Scientific's commitment to delivering the data promptly. The firm interprets this change not as a sign of concern but as an indication that the company has been proactive in its efforts, which could be suggestive of positive trial outcomes.

Boston Scientific's Acurate device is under evaluation for its performance and safety, with the trial results being a crucial factor for its potential market approval. The analyst expects that if the trial results are positive as anticipated, Acurate could receive approval from U.S. regulatory authorities in the first half of 2025.

The reiterated Buy rating and price target reflect TD Cowen's continued endorsement of Boston Scientific's stock, based on the firm's analysis and expectations of the Acurate IDE trial outcomes. The analyst's comment underscores a steady belief in the product's approval prospects, which is projected to occur within the specified timeframe.

In other recent news, Boston Scientific has seen an array of significant developments. The company reported considerable increases in revenue and adjusted earnings per share for the second quarter, exceeding expectations. In addition, Boston Scientific has completed its acquisition of Silk Road Medical (NASDAQ:SILK), integrating the company's innovative transcarotid artery revascularization procedure into its portfolio.

Analyst firms BofA Securities, and Piper Sandler have all maintained positive ratings on Boston Scientific's shares, reflecting confidence in the company's growth trajectory. Boston Scientific has also received approval from Japan's Pharmaceuticals and Medical Device Agency for its FARAPULSE Pulsed Field Ablation System, with plans to launch the system in Japan in the coming weeks.

Furthermore, the U.S. Food and Drug Administration has approved the expansion of the use of Boston Scientific's INGEVITY+ Pacing Leads for conduction system pacing and sensing in the left bundle branch area. The company is also preparing for the launches of the FARAVIEW software module and FARAWAVE Nav-enabled catheter later this year.

These recent developments highlight Boston Scientific's ongoing commitment to innovation and growth.

InvestingPro Insights

Boston Scientific Corporation's strong market position is reflected in its impressive financial performance and valuation metrics. According to InvestingPro data, the company boasts a substantial market capitalization of $124.5 billion USD, underscoring its significant presence in the Healthcare Equipment & Supplies industry. The company's revenue growth of 13.65% over the last twelve months as of Q2 2024 aligns with TD Cowen's positive outlook on the company's future prospects, particularly regarding the Acurate IDE trial results.

InvestingPro Tips highlight that Boston Scientific is trading near its 52-week high, with a robust 62.2% price total return over the past year. This performance suggests strong investor confidence in the company's strategic direction and potential for future growth, which could be further bolstered by the anticipated approval of the Acurate device.

Additionally, the company's net income is expected to grow this year, according to another InvestingPro Tip. This projection, coupled with the company's solid financial metrics, supports TD Cowen's Buy rating and $86 price target. Investors seeking more comprehensive insights can access 16 additional InvestingPro Tips for Boston Scientific, offering a deeper understanding of the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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