Abbott Laboratories

Позитивное:

• Расширение валовой маржи на 140 б.п. благодаря улучшению структуры бизнеса и эффективности. Цитата: «The improvement in gross margin was broad-based, reflecting favorable business mix within the legacy Abbott portfolio and from the addition of Exact Sciences, as well as the continued operational improvements and disciplined execution of our margin expansion initiatives.» транскрипт
• Рост онкодиагностики на 14% и успешная интеграция Exact Sciences с выходом в положительную рентабельность. Цитата: «In cancer diagnostics, sales growth of 14% was driven by Cologuard and contributions to growth from our precision oncology and international businesses.» транскрипт

Негативное:

• Встречные ветры в сегменте электрофизиологии из-за задержек закупок клиентами в ожидании новых продуктов (LAA). Цитата: «In EP, we're facing some short-term headwind from the dynamics related to the LAA market. It's become an increasingly headwind to our EP growth, not only due to the market challenges that I think a competitor has discussed pretty ample.» транскрипт
• Усиление ценовой конкуренции на международных рынках систем мониторинга глюкозы (CGM), вынуждающее снижать цены для защиты доли. Цитата: «I think the other element that we're seeing is a little bit more pricing pressure in the international markets... I think our pricing actions here that we're going to have to take internationally are going to kind of mute a little bit of the volume growth that we're seeing.» транскрипт