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EW EDWARDS LIFESCIENCES
No on this lens
What they are doing
Structural heart. The Q2 release is TAVR and TMTT: $1.74B (+13.6%), TAVR $1.26B, FY growth raised to 10–11%. SAPIEN, PASCAL, EVOQUE, SAPIEN M3. No product-AI thread. The 10-K mentions AI only as a generic risk. Five working: we would have found Edwards without this pass.
Why the score
- Reach 1 not 0: AI appears as a risk line.
- Weight 1 not 3: TAVR is the moat.
- Proof 1 not 2: mention only. No project.
What would move it next quarter: A named procedure-intelligence product with attach or an outcome. A strong TAVR quarter will not move this score.
Open these first
Evidence
ital systems; public health crises; reliance on vendors, suppliers, and other third parties; use of, or failure to effectively and timely utilize, emerging technologies, including artificial intelligence; damage, failure, or interruption of our information technology systems, including due to cybersecurity attacks and breaches; failure to recruit and retain qualified talent or exe 10 New England Journal of Medicine publications and 1.2 million patients treated around the world. Edwards’ leaders
ital systems; public health crises; reliance on vendors, suppliers, and other third parties; use of, or failure to effectively and timely utilize, emerging technologies, including artificial intelligence; damage, failure, or interruption of our information technology systems, including due to cybersecurity attacks and breaches; failure to recruit and retain qualified talent or exe
TAVR / TMTT print
There is no AI strategy document. That is the finding.