Core Viewpoint - Becton, Dickinson and Company (BDX) is considering divesting its Life Sciences division to focus on becoming a pure-play medtech company, with discussions already initiated with potential buyers [1][4][10]. Group 1: Strategic Shift and Divestment Plans - The Life Sciences unit, which includes the Biosciences and Integrated Diagnostic Solutions businesses, generated significant revenues in 2024, but BDX plans to retain the specimen management segment [2]. - The divestment could streamline BD's portfolio, allowing for focused investment in high-growth medtech areas and potentially delivering tax-efficient returns [4][10]. - The board's unanimous approval of the Life Sciences separation indicates strong internal alignment with this strategy, influenced by activist investor Starboard Value [10]. Group 2: Market Reaction and Stock Performance - BDX shares have declined 9.3% since the Financial Times report on April 1, primarily due to a broader market downturn [3]. - Year-to-date, BDX's shares have lost 9.6%, while the industry has grown by 3.4%, and the S&P 500 has decreased by 14.1% [4]. Group 3: Potential Buyers and Deal Structures - Strategic interest in the Life Sciences business is strong, with Thermo Fisher and Danaher among the potential buyers, focusing on complementary parts of the business [5]. - BD is considering a share swap deal with smaller diagnostics firms, allowing BD shareholders to receive a majority stake in a new entity, thus avoiding capital gains tax [6][8]. Group 4: Future Outlook - BD is expected to announce further plans for the Life Sciences unit by mid-2025, with a targeted transaction close by the end of next year [11].

4月1日，碧迪拟出售生命科学业务事件有了最新进展，该公司正与科学仪器行业两大巨头 赛默飞、丹纳赫 就出售其生命科学业务进行谈判。 此外，该公司还在与 沃特世、凯杰、瑞孚迪 等体量较小的潜在买家探索通过"反向莫里斯信托"免税换股方式完成交易。 早在2月6日，碧迪向外界披露了其正有条不紊地筹备拆分旗下极具价值的生命科学部门。该部门包括集成诊断解决方案（IDS）部门和生物科 学业务（BDB）部门。其中，IDS业务将保留在新的碧迪集团内。 导读： 4月1日，碧迪拟出售生命科学业务事件有了最新进展，该公司正与科学仪器行业两大巨头赛默飞、丹纳赫、沃特世、凯杰、瑞孚迪等就出售其生命科学业 务进行谈判。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 谁将成为最后赢家？ 如今，赛默飞、丹纳赫、沃特世、凯杰、瑞孚迪5潜在买家率先浮出水面，不意外的，都是科学仪器行业"知名老演员"。那么，谁将成为最后赢 家？ 据悉，此次拆分是由激进投资者St a r b o a r d Va l u e推动的。他们坚信，拆分后的生命科学部门能够摆脱原有的组织架构束缚，以更加独立 ...

Core Viewpoint - BD (Becton, Dickinson and Company) will host an audio webcast on May 1, 2025, to discuss its financial results for Q2 of fiscal year 2025, which ended on March 31, 2025, and to provide updates on operations and strategy [1] Company Overview - BD is one of the largest global medical technology companies, focused on improving medical discovery, diagnostics, and care delivery [2] - The company employs over 70,000 individuals and is committed to enhancing the safety and efficiency of healthcare delivery [2] - BD collaborates with organizations worldwide to tackle significant global health challenges, aiming to improve outcomes, reduce costs, and expand healthcare access [2]

近日， 《金融时报》报道称， 碧迪医疗BD（纽约证券交易所代码：BDX）已开始与几家竞争对手就出售其 生命科学业务展开讨论协商。 该业务估值约在 210亿至300亿美元之间。 据悉，BD 已与 赛默飞世尔 和 丹纳赫 就出售该业务的可能性展开讨论。该公司还在考虑进行 "反向莫里斯信 托"（ 报名：首届全球眼科大会 | 议程更新 报名：首届全球骨科大会 | 议程更新 报名：首届全球心血管大会 | 奖项申报 合作伙伴征集：2025全球手术机器人大会 Reverse Morris Trust，RMT ） 的免 税 交 易，知情人士透露， Waters 、 Qiagen 和 Revvity 都是潜在候 选对象。 # 出售详情 今年2月， 碧迪医疗董事会一致授权管理层推进其生命科学业务的分拆，将其 生物科学和 诊断解决方案部门（Biosciences and Diagnostic Solutions） 从 BD 其 余业务中分离出去，希望通过此举增强战略重点，加大对增长导向型投资和资本分配的投入。分拆的决定源自于碧迪医疗全球2024年初启动的 综合业务产品线整 体评估工作。 目前，碧迪医疗全球董事会正致力于全面探索各种 ...

Core Insights - BD (Becton, Dickinson and Company) has been recognized in Fortune's 2025 list of America's Most Innovative Companies, ranking in the top 25% overall, highlighting its commitment to innovation in the medical technology sector [1][2] Group 1: Innovation Recognition - BD is acknowledged for its excellence in developing innovative products, streamlining processes, and fostering a forward-thinking corporate culture [1][2] - The recognition is based on a survey conducted by Fortune and Statista, which involved over 40,000 U.S. employees and more than 2,500 industry experts [2] Group 2: Company Commitment - Tom Polen, the chairman, CEO, and president of BD, emphasized the company's responsibility in building on its long history of innovation to address unmet healthcare needs [2] - BD's culture of continuous improvement, referred to as BD Excellence, supports the manufacturing of innovative medical products at scale [2] Group 3: Company Overview - BD is one of the largest global medical technology companies, focusing on improving medical discovery, diagnostics, and care delivery [4] - The company employs over 70,000 individuals and collaborates with organizations worldwide to tackle significant global health challenges [4]

Albert Anthony is the pen name of a Croatian-American media personality on investor platforms Investing.com and Seeking Alpha, where he has grown over +1K followers since 2023 and covers markets & stocks, and as of 2025 hosting an ongoing set of articles called Financial Markets: Growing A Dividend Income Portfolio. His new book of the same name is planned for a 2025 global launch on Amazon soon. A native of the NYC area, he has also called home Austin Texas where he worked as a management & information sys ...

Core Insights - BD has appointed Gregory J. Hayes to its board of directors, effective March 26, 2025, as part of its commitment to strong corporate governance and board refreshment [1][2] - Hayes brings over 30 years of executive experience, including leadership roles in finance, corporate strategy, and business development, and has a proven track record in portfolio optimization and operational efficiency [2][3] - The appointment comes at a crucial time for BD as it plans to separate its Diagnostic Solutions and Biosciences business, aiming to establish 'New BD' as a focused medtech leader [3][4] Company Overview - BD is a leading global medical technology company with a 125-year history, focused on improving medical discovery, diagnostics, and care delivery [4][5] - The company employs over 70,000 individuals and collaborates globally to address significant health challenges, enhancing outcomes and efficiency in healthcare [5] Leadership Background - Gregory J. Hayes previously served as CEO and chairman of United Technologies Corporation, playing a key role in the formation of RTX Corporation through a merger [2][3] - Hayes holds a bachelor's degree in Economics from Purdue University and is a certified public accountant [4]

Core Viewpoint - Becton, Dickinson and Company (BD) has initiated a Class I recall of its infusion pumps due to software issues that could lead to inaccurate therapy administration, posing serious risks to patient safety [1][5]. Group 1: Recall Details - The recall affects the BD Alaris Systems Manager and BD Care Coordination Engine Infusion Adapter, which are critical for the operation of the Alaris infusion pump [2][8]. - The software issues reported include delayed system responses and backlogs of automated programming requests, which may result in incorrect medication doses or infusion rates [5][8]. Group 2: Financial Impact - Following the Class I recall designation, BDX shares have decreased by 0.9%, while the company's shares have gained 0.5% year-to-date compared to the industry’s 1.7% growth [3]. - The relaunch of the Alaris infusion pump in 2023 had previously boosted BD's top line by nearly 50 basis points, indicating potential future sales losses due to the current recall [4]. Group 3: Industry Context - BD is not alone in facing regulatory scrutiny; other companies like Baxter and OptumHealth have also issued recalls due to similar software issues, highlighting a broader industry challenge [9]. - The global infusion pump market, valued at $2.6 billion in 2023, is projected to grow to $3.3 billion by 2033, emphasizing the need for manufacturers to prioritize software integrity [10].

Core Viewpoint - Becton, Dickinson and Company (BDX) is advancing its GalaFLEX LITE Scaffold under an Investigational Device Exemption to secure FDA Premarket Approval, targeting the reduction of capsular contracture recurrence in breast revision surgeries [1][4]. Group 1: Product and Market Context - The GalaFLEX LITE Scaffold is designed to address unmet needs in breast reconstruction, aiming to improve patient recovery, safety, and satisfaction [2]. - Capsular contracture (CC) is a common complication in implant-based breast surgeries, affecting 10% to 20% of patients, leading to pain and potential revision surgeries [6]. - The scaffold is a bioabsorbable surgical mesh made from P4HB, which dissolves over time, supporting tissue integration and reducing mechanical stress during healing [10][11]. Group 2: Clinical Study Details - The pivotal STANCE study will enroll at least 250 patients across 40 sites, comparing the scaffold's effectiveness against standard revision surgery without a supportive matrix [9]. - The study aims to demonstrate the safety and effectiveness of the GalaFLEX LITE Scaffold in improving surgical outcomes [7]. Group 3: Financial and Stock Performance - Following the announcement, BDX shares closed flat at $230.23, with a 2.8% decline over the past six months, while the industry grew by 2.8% [3]. - BDX currently has a market capitalization of $66.11 billion and reported an earnings surprise of 15.1% in the last quarter [5]. - The successful implementation of the GalaFLEX LITE Scaffold could enhance demand from surgeons and hospitals, potentially leading to new revenue streams and improved profitability [4].

Core Insights - BD (Becton, Dickinson and Company) has initiated a clinical trial for the GalaFLEX LITE™ Scaffold aimed at reducing capsular contracture recurrence during breast revision surgery, marking a significant step towards obtaining FDA Premarket Approval [1][3][5] Company Overview - BD is a leading global medical technology company focused on improving medical discovery, diagnostics, and care delivery, with a commitment to enhancing patient outcomes through innovative technologies [8] Clinical Trial Details - The STANCE study is a multi-center, randomized, controlled trial designed to evaluate the safety and efficacy of the GalaFLEX LITE™ Scaffold in breast implant revision surgery, with an enrollment target of at least 250 patients across 40 sites [5][7] - Capsular contracture is a common complication in implant-based breast surgery, with an incidence rate of 10% to 20%, and conventional surgical techniques have a recurrence risk as high as 54% [2][5] Product Information - The GalaFLEX LITE™ Scaffold is made from Poly-4-Hydroxybutyrate (P4HB), a fully absorbable polymer with over 10 years of clinical use in various surgical applications, designed to provide immediate strength and stability during the wound healing process [3][4] Expert Commentary - Surgeons involved in the trial express optimism about the potential benefits of the GalaFLEX LITE™ Scaffold in improving patient outcomes and addressing a critical complication in breast surgery [4][5]