Agent DCB Favorably Positioned in the Evolving Coronary DCB Landscape

研报英文原文证据摘录

Agent DCB Favorably Positioned in the Evolving Coronary DCB Landscape

C O M P A NY N O TE

M a y 1 9 , 2 0 2 6

Current Status of Boston Scientific’s Agent DCB has been a robust growth driver since its U.S. launch in March

Agent DCB & Where 2024 generating approximately $288M in domestic sales (and probably >$450M globally). Looking

It’s Headed ahead, two key catalysts are expected to reshape this market. First, Agent’s domestic monopoly

should conclude in early 2027 with the anticipated launch of Cordis’s Selution SLR. And second,

Boston is actively working to expand Agent’s domestic TAM from $600M to $3B by targeting de

novo coronary lesions via the STANCE clinical trial.

In this note, we discuss these shifting dynamics and their impact on Agent’s growth trajectory. We

estimate Agent DCB will face some pressure in 2027/2028 from the launch of Selution contributing

about 20-35 bps to growth during that time frame. However, we expect deceleration will be short

lived as expansion into the much larger de novo market will reaccelerate commercial momentum

adding about 50 bps to growth in 2029/2030.

Competition Is Starting with the competition, Boston Scientific’s Agent DCB is currently the only FDA-approved

Coming coronary DCB for the treatment of in-stent restenosis. However, this won’t be the case for much

longer. Cordis’ Selution SLR drug-eluting balloon should receive FDA approval by year-end 2026

for the treatment of in-stent restenosis. Furthermore, both Boston Scientific and Cordis are running

pivotal trials to expand into de novo coronary lesions. A comparison of these devices (and others

in clinical development) is listed in the table below.

Beyond Cordis, Orchestra BioMed also has a unique drug-eluting balloon called Virtue SAB. Virtue