EW

Edwards Lifesciences Corp

research_scan theme='longevity-aging'; value_chain_position='picks-and-shovels'; TAVR (transcatheter aortic valve replacement) franchise where >85% of patients are 65+; the demographic certainty + the procedure-shift away from open-heart surgery is one of the cleanest multi-decade demographic-coupled medical-device theses. Reservation-price advantage from regulatory-cleared multi-decade procedure shift; lower IRA-exposure than branded pharma.