樂普醫療(300003.SZ):切割球囊已完成70%醫院入院
格隆匯10月26日丨樂普醫療(300003.SZ)於2023年10月25日召開業績説明會,就“切割球囊在醫保關注名單裏,公司這個產品現在渠道情況如何?未來脈衝聲波球囊是否會搶佔切割的市場?”,公司回覆稱,切割球囊已完成70%醫院入院,從指南看藥球使用前和輕度鈣化適應症上需使用,目前植入量看比較正常。脈衝聲波球囊和切割球囊在臨牀應用上定位不太一樣,脈衝聲波球囊能解決切割無法處理的重度鈣化病變,在輕中度鈣化的病患中,可能也會有一些代替,可以理解為消費升級,預計上市後定價14000-15000元,PCI手術中滲透率或可達15%左右。
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