Edwards Lifesciences (EW) Barclays 28th Annual Global Healthcare Conference summary

Growth strategy and business drivers

• Focus on distinguished organic sales growth through investment in differentiated technologies for large patient populations.

• TAVR remains the cornerstone, with TMTT and surgical businesses contributing to double-digit annual growth.

• TMTT expected to reach $2 billion in revenue by 2030, growing at 35%-45% in 2026.

• Surgical innovation continues, including mitral, aortic, and upcoming tricuspid valve replacements.

• New initiatives in structural heart therapies and heart failure management are expanding growth opportunities.

Product innovation and market expansion

• Comprehensive toolkit approach with repair and replacement therapies for mitral and tricuspid regurgitation.

• SAPIEN M3 offers a unique transcatheter mitral replacement option, addressing complex anatomies.

• Cordella and Vectorious technologies form the foundation for heart failure management expansion.

• Acquisition of aortic regurgitation technology aims to address new patient populations.

• Early TAVR trial results support treating severe aortic stenosis regardless of symptoms, influencing guidelines and coverage.

Long-term vision and patient management

• Emphasis on lifetime management strategies, enabling multiple valve interventions over a patient’s life.

• INSPIRIS surgical valve and transcatheter valves designed for future valve-in-valve procedures.

• Multi-device, multi-therapy solutions are part of the long-term strategy for comprehensive patient care.

• Focus on expanding therapeutic alternatives for heart failure, the highest mortality and cost condition.