ATRC - AtriCure Inc.: Surgical Device Maker's Growth Engines Face Fatal Complications
- AtriCure's Convergent procedure, on which its hopes for growth are pinned, is unlikely to gain traction given a poor safety profile and lack of incremental efficacy relative to catheter-based procedures.
- The TAM for AtriCure's core surgical ablation products is much smaller than AtriCure claims, and is almost completely saturated, leaving little room for the company's core business to grow.
- Real-time mapping and pulsed-field ablation are set to revolutionize catheter ablation to the detriment of both the Convergent procedure and Atricure's core surgical devices business.
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AtriCure, Inc.: Surgical Device Maker's Growth Engines Face Fatal Complications