Straumann: EU Healthcare Sector Specialist Commentary

研报英文原文证据摘录

Straumann: EU Healthcare Sector Specialist Commentary

Marjan Daeipour - Specialist Sales - European Healthcare AC (44 20) 7134-1329 Europe Specialist Sales J P M O R G A N

marjan.daeipour@jpmorgan.com JPM | MD's Daily Meds: Straumann

J.P. Morgan Securities plc 17 June 2026

J. P. Morgan Healthcare Research Links

Mitra Keluarga Karyasehat - A best-in-class hospital franchise at a discount; upgrade to OW and place on Positive Catalyst

Watch. note

MicroPort MedBot - Toumai Reaches 300+ Orders: Well on Track to Our Above-Street FY26 Sales Estimate; Further Upside

from Operating Leverage, Telesurgery and AI. note

Ascendis Pharma - Mgmt Tidbits and Key Takeaways from ENDO 2026. note

Cardinal Health -Cardinal Health Week Day 3: GMPD and Other Businesses. note

Nipro (8086) - Profitability improving, stock downside limited; up to Neutral. note

Nihon Kohden (6849) -Earnings model update: Signs of recovery in domestic hospital capex. note

Sumitomo Pharma (4506) -Reiterate our Overweight rating: Our thesis unchanged despite share-price correction. note

Edgewise Therapeutics -EDG-7500 Emerging Product Profile Holds Strong at 12wk. note

Lexeo Therapeutics - Quick Take on the Regulatory Update for LX2006. note

Edgewise Therapeutics - Key Quotes from Our HCM KOL Call. note

J.P. Morgan Healthcare Contacts

Marjan Daeipour (EU, Global Sector Head) marjan.daeipour@jpmorgan.com +44 207 134 1329

Elif Korkmaz (US) elif.korkmaz@jpmorgan.com +1 212 622 2949

Healthcare Trading:

Mark O’Sullivan (EU) mark.osullivan@jpmorgan.com+44 207 134 0542

Jacqueline Bukzin jacqueline.bukzin@jpmchase.com

US Derivatives: Leon Aboudi leon.aboudi@jpmorgan.com+1 646 408 7356

Pharma Research:

Richard Vosser richard.vosser@jpmorgan.com+44 207 742 6652

Chris Schott (US) Christopher.schott@jpmorgan.com+1212 622 5676