US securities analysts are trying to estimate the impact of the COVID-19 pandemic on the performance of medtech companies by building mathematical models that account for disruption of supply chains and the widespread deferral of elective procedures.
Following the outbreak of COVID-19 in China at the end of 2019, most medtech companies addressed the impact of COVID-19 during their most recent sales and earnings reports. Much of that discussion was about disruption to supply chains in Asia. For example, Boston Scientific Corp. announced it expected the outbreak would have a $10m to $40m impact on its first-quarter sales, due to deferred procedures and disruptions to its supply chains in China
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