Edwards Lifesciences (EW) Bank of America Global Healthcare Conference 2026 summary

Strategic direction and performance

• Emphasis on strategic clarity and a patient-focused culture, with strong employee engagement and agile execution following the sale of Critical Care.

• Achieved broad-based, double-digit growth across surgical, TAVR, Mitral, and Tricuspid segments and regions, with confidence in sustainability.

• Q1 results exceeded expectations, driven by procedural and market growth, especially in TAVR, supported by new clinical evidence and long-term durability data.

• Gained market share in Europe and the U.S. due to a competitor's exit, but focus remains on expanding patient access rather than share.

• Increased annual guidance to 9–11% growth, targeting double-digit growth and 50–100 basis points margin improvement through 2027 and beyond.

Leadership and organizational updates

• Announced appointment of a new CFO, Doretta, with extensive banking and pharmaceutical experience, starting June 1.

• New CFO expected to support risk-taking and category leadership in MedTech.

TAVR and regulatory landscape

• Renewed focus on TAVR, with strong evidence from EARLY TAVR and long-term studies (PARTNER 2 and 3), driving clinical community engagement.

• U.S. and Europe saw share gains, but the main priority is unlocking TAVR opportunities for undiagnosed patients.

• Awaiting TAVR NCD proposal in June, with expectations for more flexible heart team requirements and broader access, potentially effective by year-end.

• EARLY TAVR data led to guideline changes in Europe, eliminating the need to wait for symptoms; U.S. guidelines and coverage pending.