Factors | Initial Effect | Expected 1yr Recovery | Comments |
---|---|---|---|
Company Sales/Revenue | Moderate | Moderate | Delays in procedures and adverse economic impact will result in facilities delaying the purchase of new systems. |
Procedure Volumes | Moderate | Moderate | The majority of imaging procedures have been postponed, except for chest CT and X-ray in COVID-19 patients |
ASPs | Moderate | Moderate | Most manufacturers in this space depend on China for raw materials; companies may have to contend with increased production costs until the situation stabilizes. |
New Product Launches | Weak | Weak | Early-stage innovation will slow, whereas products in late stages of development should launch as scheduled. |
Supply Chain | Moderate | Moderate | Most manufacturers depend on China for raw materials; though supply chain disruptions were observed in Q1, these are not expected to have a substantial impact on large imaging companies. |