BD's Alaris Trajectory Is Solid, While China Remains a Headwind

After a tumultuous few years, Becton, Dickinson is undergoing a course correction. The covid-19 revenue windfall has been reinvested, which should lift the firm's core business growth in the coming years as testing revenue has faded. With Alaris returned to the market, the last remaining uncertainty has been resolved, although it is still to be seen whether the damage experienced by the franchise will be long-lasting or whether the infusion system can rapidly regain its market-leading share. The initial trajectory is encouraging.