Edwards Lifesciences Corp: Edwards 2Q26: Clean quarter; safe from medtech meltdown

Research evidence excerpt

Edwards Lifesciences Corp: Edwards 2Q26: Clean quarter; safe from medtech meltdown

ar. The RCT

evaluates the value of earlier intervention with TAVR in patients with moderate AS.

“...it's the first randomized trial looking at the treatment of moderate AS patients and the heterogeneous nature of this

population is not well understood. And I think understanding the baseline characteristics a little bit better, gives

us a greater insight into that, and just helps us [...], when we get to digest the results at TCT later this year, [...]

focus on what those results really mean. And so as you well know,… , this is a trial studying moderate AS patients with

at least 1 at-risk feature and I think it was important to describe what they are. And that population, at least in the literature

anyway, suggests that it's representative of about 50% of the total moderate population. So it's still a large population

here. And so [...] we shouldn't be surprised by it, but maybe some people were. Maybe some people don't understand that

the severe AS patient population and the moderate AS population are very similar in terms of their age. In fact, [...], the

literature on prevalence suggest that there's only 1 year gap between severe and moderate. And so all those sort of details

come out in the baseline characteristics. And then again, it allows us to sort of answer those questions and then focus on

the results when they drop at TCT.”

New 7-year sub-analysis of the PARTNER III trial and 5-year analysis of the EARLY TAVR trial: the PARTNER III sub-

analysis demonstrated strong valve performance and long-term durability of SAPIEN 3 TAVR, while the EARLY TAVR analysis

added to growing evidence supporting treatment of AS patients earlier in the disease pathway.