Boston Scientific Corporation (NYSE:BSX) is expected to report a 12.7% increase in EPS and an 18% rise in revenue for the upcoming quarter.Despite a slight downward revision in EPS estimates, the company has a history of exceeding earnings expectations.Financial metrics reveal a P/E ratio of 59.41 and a debt-to-equity ratio of 0.54, indicating moderate debt levels and reasonable liquidity.Boston Scientific Corporation, listed on the NYSE under the symbol BSX, is a prominent player in the medical device indu ...

2025年10月17日， 波士顿科学（Boston Scientific）宣布以约 5.3亿美元（约合38亿人民币） 现金收购Nalu Medical。 这家成立不到十年的神经调控企业， 以"无线外周神经刺激系统"闻名，仅在上月刚获得Trinity Capital提供的5000万美元增长资本，用于支持商业化扩张。 对波士顿科学而言，这笔交易是一次从"中枢调控"向"外周调控"的战略延伸。 公司在疼痛管理领域的产品线因此更加完整，从深部神经到外周神经实现多层级覆 盖，也进一步强化了其在神经调控领域与美敦力、雅培等巨头的正面对位。 # 被收购前的加速信号 在收购宣布前，Nalu刚获得Trinity Capital高达5000万美元的增长资本。 从融资到并购，时间仅隔三周。 这不仅是一笔资本动作，更是一场关于慢性疼痛治疗未来方向的行业注脚。 # 从投资到并购：神经调控巨头的下一步布局 波士顿科学与Nalu并非陌生关系。早在2017年，公司便通过战略投资入股Nalu，并长期跟踪其研发与临床进展。本次收购将接手其剩余全部股权，预计2026年上 半年完成交割。 Nalu目前正处于快速增长阶段，预计2025年销售额将超过60 ...

Financial giants have made a conspicuous bearish move on Boston Scientific. Our analysis of options history for Boston Scientific (NYSE:BSX) revealed 25 unusual trades.Delving into the details, we found 44% of traders were bullish, while 48% showed bearish tendencies. Out of all the trades we spotted, 4 were puts, with a value of $272,710, and 21 were calls, valued at $1,455,965.Predicted Price RangeAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusin ...

Core Viewpoint - Boston Scientific is acquiring the remaining equity in Nalu Medical for approximately $533 million in cash, enhancing its chronic pain treatment portfolio [1][2] Group 1: Acquisition Details - The acquisition provides Boston Scientific access to Nalu's neurostimulation device, which utilizes peripheral nerve stimulation (PNS) for targeted pain relief [1][3] - This year, Boston Scientific has made several acquisitions, including a $443 million payment for Bolt Medical [2] - The deal is expected to be immaterial to Boston Scientific's adjusted profit in 2026 but slightly accretive in 2027, with increasing benefits thereafter [5] Group 2: Product and Market Insights - Nalu's therapy employs mild electrical impulses to disrupt pain signals before they reach the brain and features a miniaturized, battery-free implant powered wirelessly [3] - The device received FDA clearance for PNS in 2019 and for spinal cord stimulation (SCS) in 2020 [4] - Analysts note that Nalu's PNS system is more robust compared to competitors, indicating potential market share gains, while expectations for SCS are more conservative due to Boston's existing offerings [4] Group 3: Market Reaction - Following the announcement, shares of Boston Scientific rose approximately 1% in early trading [5]

Core Viewpoint - Analysts forecast Boston Scientific (BSX) will report quarterly earnings of $0.71 per share, reflecting a year-over-year increase of 12.7%, with revenues expected to reach $4.97 billion, an 18% increase compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 0.2% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts project 'Net Sales- MedSurg- Worldwide' at $1.70 billion, a 15% increase year-over-year [5]. - 'Net Sales- Cardiovascular- Worldwide' is expected to reach $3.27 billion, indicating a 19.7% year-over-year change [5]. - 'Net Sales- Cardiovascular- Cardiology- Worldwide' is estimated at $2.57 billion, reflecting a 20.9% increase from the prior year [5]. - 'Net Sales- Cardiovascular- Peripheral Interventions- Worldwide' is projected to be $697.63 million, a 15.9% increase year-over-year [6]. - 'Geographic Revenue- Rest of the World' is expected to be $1.76 billion, indicating a 9.1% year-over-year change [6]. - 'Geographic Revenue- U.S.' is projected at $3.21 billion, reflecting a 23.8% increase from the previous year [7]. Additional Sales Projections - 'Net Sales- Cardiovascular- Peripheral Interventions- International' is expected to reach $304.52 million, a 6.9% increase year-over-year [7]. - 'Net Sales- MedSurg- Neuromodulation- United States' is projected at $218.50 million, indicating a 3.6% increase [8]. - 'Net Sales- MedSurg- Neuromodulation- International' is expected to be $62.26 million, reflecting a 9.2% year-over-year change [8]. - 'Net Sales- MedSurg- Endoscopy- United States' is projected at $447.24 million, a 7.3% increase from the prior year [8]. - 'Net Sales- MedSurg- Endoscopy- International' is expected to reach $280.01 million, indicating a 7.3% increase year-over-year [9]. - 'Net Sales- MedSurg- Urology- United States' is forecasted to be $518.55 million, reflecting a significant 36.8% year-over-year change [9]. Stock Performance - Boston Scientific shares have changed by -0.5% in the past month, compared to a +0.7% move of the Zacks S&P 500 composite, with a Zacks Rank 2 (Buy) indicating expected outperformance in the near future [10].

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Core Viewpoint - Boston Scientific is acquiring Nalu Medical for approximately $533 million in cash, which will enhance its offerings in the chronic pain management sector [1] Company Summary - The acquisition of Nalu Medical will allow Boston Scientific to expand its product portfolio specifically targeting chronic pain [1] - The cash payment for the acquisition is reported to be around $533 million, indicating a significant investment by Boston Scientific in this area [1] Industry Summary - This acquisition reflects a growing trend in the medical device industry towards addressing chronic pain, which is a major health concern for many patients [1] - By integrating Nalu Medical's technologies, Boston Scientific aims to strengthen its position in the competitive landscape of pain management solutions [1]

Core Insights - Boston Scientific has agreed to acquire Nalu Medical for $533 million, valuing the company at $600 million, to enhance its neuromodulation portfolio targeting chronic peripheral nerve pain [8] - The acquisition aligns with Boston Scientific's strategy of expanding through tuck-in deals and private investments [8] - Nalu's neurostimulation system, which received FDA clearance in 2019, is designed to alleviate pain in areas such as the shoulder, lower back, and knee [3][8] Financial Projections - Nalu is projected to generate over $60 million in sales by 2025, with an expected sales increase of more than 25% in 2026 [5] - The transaction is anticipated to have an immaterial impact on adjusted earnings per share in 2026, becoming slightly accretive in 2027 and increasingly accretive thereafter [5] Strategic Focus - Boston Scientific has completed over 40 acquisitions in the past decade and maintains approximately 45 active investments in its venture capital portfolio [4] - The company is expected to prioritize mergers and acquisitions as a key component of its capital allocation strategy to maintain category leadership [5]

Core Viewpoint - Boston Scientific Corporation has announced a definitive agreement to acquire Nalu Medical, Inc. to enhance its neuromodulation offerings for chronic pain management [1][2]. Acquisition Details - The acquisition involves an upfront cash payment of approximately $533 million for the remaining equity not owned by Boston Scientific, with a total transaction price of $600 million before adjustments [2][5]. - The transaction is expected to close in the first half of 2026, subject to customary closing conditions [4]. Product Information - The Nalu Neurostimulation System provides targeted relief for adults suffering from severe, intractable chronic pain through peripheral nerve stimulation (PNS) [2]. - The system features a miniaturized, battery-free implantable pulse generator, powered wirelessly and controlled via a smartphone app [2]. Clinical Efficacy - In clinical trials, the Nalu system demonstrated significant pain relief, with 87% of participants in the COMFORT trial reporting over 50% pain reduction at 12 months, and 79% in the COMFORT 2 trial achieving an average pain relief of 64% at six months [3]. - Real-world data from over 2,000 patients indicated that 94% experienced clinically meaningful improvement in chronic peripheral nerve pain conditions [3]. Financial Projections - Nalu Medical is projected to generate sales exceeding $60 million in 2025, with year-over-year growth anticipated to exceed 25% in 2026 [4]. - The acquisition is expected to be immaterial to adjusted earnings per share (EPS) in 2026, slightly accretive in 2027, and increasingly accretive thereafter [4].

Core Insights - Boston Scientific (BSX) is set to report its third-quarter 2025 results on October 22, with expectations of strong performance based on previous earnings surpassing estimates [1][8] Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for BSX's Q3 2025 revenues is $4.97 billion, reflecting an 18.1% increase from the same quarter last year [2] - The consensus estimate for earnings per share (EPS) is 71 cents, indicating a 12.7% growth compared to the prior year's quarter [2][3] Group 2: Performance Drivers - The MedSurg division is expected to maintain solid sales momentum, particularly in the Endoscopy business, driven by the Axios platform and technologies like OverStitch and Mantis clip [4] - The Urology business is anticipated to benefit from core franchises and the expanded indication for Rezum, alongside progress from the Axonics acquisition [5] - Neuromodulation growth is likely supported by the Brain and Pain franchises, with positive trends in Deep Brain Stimulation continuing into Q3 [6] - The Cardiovascular segment is projected to perform well, with strong contributions from the Interventional Cardiology Therapies unit and the completion of the SoniVie acquisition [8][9] - The Peripheral Interventions unit is expected to show strong performance, bolstered by recent acquisitions and growth in both arterial and venous product lines [12] Group 3: Market Position and Trends - The MedSurg revenues are estimated at $1.70 billion, suggesting a 15% year-over-year increase [7] - Cardiovascular revenues are expected to improve by 19.6% year over year to $3.27 billion [13] - The company currently holds a Zacks Rank of 2 (Buy), indicating a favorable outlook [15]