by Robert Conklin, Vice President of Sales, Guidepoint Qsight

With the addition of LivaNova (“LIVN”) to our Qsight Alpha product, we now have 17 company models available across the MedTech space. This timely data, gathered from over 2,000 healthcare facilities, offers clients new quantitative insights into LivaNova’s sales performance.

For LIVN, Qsight Alpha projections have been more accurate than Wall Street consensus. In particular, our projections for LIVN’s U.S. Neuromodulation division have been more accurate than Wall Street consensus in 6 of the past 6 quarters.

Most notably, leading up to LIVN’s Q1 2019 earnings release, our data and projections showed potential for LIVN’s U.S. Neuromodulation revenue to come in below sell-side consensus estimates.

On April 5th 2019, LIVN pre-announced their Q1 2019 earnings, showing that reported U.S. Neuromodulation sales underperformed Street expectations, sending the stock price down -28% the next day. Below are our LIVN U.S. sales projections for the past 4 quarters, as compared to reported results:

AVAILABLE DATA-SETS

Updated on a weekly basis, Qsight Alpha currently offers easy-to-use Excel models with quarterly sales projections for the following companies:

Edwards Lifesciences (EW), Abiomed (ABMD), Penumbra (PEN), Intersect ENT (XENT), Wright Medical (WMGI), Zimmer Biomet (ZBH), Intuitive Surgical (ISRG), Smith & Nephew (SNN), Cardiovascular Systems (CSII), Atricure (ATRC), Boston Scientific (BSX), Stryker (SYK), Merit Medical (MMSI), CONMED (CNMD), SI-BONE (SIBN), Medtronic (MDT), NEW – LivaNova (LIVN)

Guidepoint is not a registered investment adviser and cannot transact business as an investment adviser or give investment advice. Any information, analyses, forecasts, metrics, samples, estimated figures, trends, charts, tables, graphs, and projections contained herein or in any Guidepoint Qsight Product do not represent, contain or constitute investment advice and are not intended as an offer to sell or solicitation of an offer to buy any security, or as a recommendation to buy or sell any security and should not be relied upon as the basis for any transactions in securities.