Factors | Initial Effect | Expected 1yr Recovery | Comments |
---|---|---|---|
Company Sales/Revenue | Moderate | Moderate | Top competitors have reported a negative impact on revenues and are implementing measures to cut expenses |
Procedure Volumes | Moderate to Strong | Moderate to Strong | Some gynecological procedures, such as endometrial ablations, sterilizations, fibroid excisions, and PFRs, are considered nonessential and have been delayed; however, as earlier restrictions are now easing in a number of countries (or certain states, provinces, and cities), some procedures will be resumed |
ASPs | Weak | Strong | There may be slight impact on ASPs if companies choose to support sales volumes through discounts |
New Product Launches | Weak | Moderate | Because non-COVID-19 related research activities are being postponed, some product launches will be pushed until trial operations return to normal |
Clinical Trials | Moderate | Moderate | Nonessential trials will be deprioritized and paused/delayed to dedicate more resources to COVID-19. |
Supply Chain | Moderate | Moderate | Some disruptions in sourcing raw materials from impacted countries, such as China, were observed in early 2020, but such disruptions are unlikely to have a substantial impact going forward |