Core Insights - Emerging markets are crucial for Boston Scientific Corporation's (BSX) growth strategy, with a 9.8% year-over-year operational sales growth in Q1 2025 despite geopolitical challenges [1][8] - The medical device industry is experiencing strong growth opportunities in emerging markets, driven by trends such as preventive healthcare and digital health adoption [2] - Boston Scientific's sustained investment and localized strategies position it well to capture future growth in these high-potential regions [3] Emerging Market Performance - BSX's emerging market operations delivered robust sales growth of approximately 9.8% year over year in Q1 2025, supported by favorable economic trends and expanding healthcare infrastructure [1][8] - India’s medical device market is projected to grow from $15.35 billion in 2023 to $20.51 billion by 2029, reflecting a CAGR of 5.35% [2] - China and Brazil are highlighted as key markets due to their large populations and expanding economies, with Southeast Asian countries also gaining importance [2] Competitive Landscape - Competition in emerging markets is intense, with Abbott Laboratories and Medtronic actively expanding their global reach [4] - Abbott's Established Pharmaceuticals Division, focused on emerging markets, reported high single-digit organic growth in Q1 2025, driven by strong demand across Asia, Latin America, and the Middle East [5] - Medtronic generated nearly 49% of its revenues from international markets, with mid-single-digit growth in its emerging market business, particularly in India and Southeast Asia [6] Financial Performance - BSX shares have increased by 35.8% over the past year, outperforming the industry growth of 9.6% and the S&P 500's growth of 12.2% [7][8] - The company trades at a forward price-to-earnings ratio of 33.69, which is above the industry average of 21.73 [9] - The Zacks Consensus Estimate for BSX's earnings has been rising, indicating positive sentiment among analysts [10]

在心血管领域的治疗方面，过去临床上很多疗法都是姑息治疗，例如心衰或者严重的瓣膜疾病，很多时候患者来就医时，疾病已经发展到终末期了，没有很 好的治疗方法。 在PCI治疗诊断领域，血管内超声（IVUS）有"黄金眼"之称，对于优化医生在PCI治疗中的评估起到关键作用。借助于人工智能技术的发展，IVUS系统的诊 断精准性得到了进一步的提升。 5月31日，波士顿科学公司用于冠心病诊疗的IVUS诊断系统AVVIGO+正式发布，该系统具备人工智能辅助血管评估功能，可自动实现关键步骤的操作实 施，并提供直观、精确的血管测量数据，显著缩短操作时间。波士顿科学公司数据显示，相比于上一代血管内超声诊断系统，新一代系统可以减少62%的操 作时间。 此外，该系统同时整合了血流储备分数（FFR）和舒张期无充血比率（DFR）测量功能，能帮助评估冠状动脉内部阻塞和狭窄的严重程度，为精准治疗提供 决策依据。 在第十九届东方心脏病学会议OCC 2025（下称：东方会）上，包括全球首款介入主动脉预装干瓣、新一代血管内超声（IVUS）诊断系统、全球首款长效 PCSK9单抗在内的多款创新医疗器械和药品正式发布上市，为心血管疾病诊疗带来创新解决方案。 ...

Industry Overview - The medical device industry is central to delivering effective healthcare outcomes through advanced technology and engineering [1] - Key innovations include minimally invasive surgical tools, wearable technologies, and enhanced robotic capabilities [1] Company Highlights - Several standout companies are leading the advancements in the medical device sector [1]

Core Viewpoint - Boston Scientific has announced its exit from the global heart valve business due to increasing regulatory approval challenges in various countries [1] Company Summary - Boston Scientific's transcatheter aortic valve replacement (TAVR) device, ACURATE neo2, received approval in China last year [1] - Industry experts indicate that Boston Scientific's TAVR product failed to meet the primary objective of being non-inferior to other already marketed TAVR devices [1] - The company stated that the resources required to meet regulatory approval requirements hindered further investment [1] Industry Summary - With Boston Scientific's exit, the main foreign competitors in the TAVR market in China are now limited to Edwards Lifesciences and Medtronic [1] - Domestic manufacturers hold a larger market share in the TAVR market in China following Boston Scientific's withdrawal [1]

Core Viewpoint - Boston Scientific has announced the global withdrawal of its TAVR valve ACURATE series (ACURATE neo2™ and ACURATE Prime™) just three months after its commercial launch in China, indicating significant regulatory challenges and market dynamics [1][2]. Company Summary - The ACURATE series was considered a key player in Boston Scientific's strategy within the structural heart disease sector, competing with leading companies like Edwards Lifesciences and Medtronic [2]. - The ACURATE neo2 has been launched in over 60 countries, serving more than 80,000 patients globally [2]. - The decision to withdraw the product was influenced by discussions with regulatory bodies, which indicated that higher clinical and regulatory standards would be required for continued use in approved markets and for new market approvals [1]. Industry Summary - The TAVR market is characterized by high entry barriers and concentrated competition, with Edwards Lifesciences holding a 57.9% market share and Medtronic at 28.5%, together accounting for over 85% of the market [2]. - In China, the penetration rate for TAVR procedures is low, with only 25.83% of the 604 hospitals qualified to perform TAVR actually conducting the procedures, and about 73% of these surgeries occurring in the top 20 hospitals [2]. - Domestic brands, such as Qiming Medical and Xintong Medical, dominate the TAVR market in China, with a combined market share of approximately 80% in terms of implant volume [3].

Core Viewpoint - Boston Scientific has announced the termination of its global sales of transcatheter aortic valve replacement (TAVR) products due to stricter regulatory requirements for new clinical trial data from various countries [1] Company Summary - Boston Scientific's TAVR valve had recently held a launch event in China just a month prior to the announcement of its exit from the market [1]

Boston Scientific Corporation BSX is pulling the plug on its ACURATE neo2 and Prime aortic valve systems.What Happened: The medical technology giant halted global sales and abandoned regulatory pursuits—including a long-sought FDA approval—after escalating demands from health authorities rendered the effort too costly. Despite the setback, the Marlborough, Massachusetts-based company signaled confidence in its broader portfolio, affirming that it remains on track to hit its financial targets for the quarter ...

Boston Scientific Corporation (NYSE:BSX) Bernstein 41st Annual Strategic Decisions Conference Call May 28, 2025 8:01 AM ET Company Participants Michael Mahoney - Chairman and Chief Executive Officer Kenneth Stein - Senior Vice President and Global Chief Medical Officer Conference Call Participants Lee Hambright - Sanford C. Bernstein & Co., LLC Lee Hambright Okay. Thanks, everybody, for coming. I'm Lee Hambright, U.S. medtech analyst at Bernstein. We are very pleased to host Boston Scientific today. We've g ...

Boston Scientific (BSX) FY 2025 Conference May 28, 2025 08:00 AM ET Speaker0 Thanks everybody for coming. I'm Lee Hambrite, US med tech analyst at Bernstein. We are very pleased to host Boston Scientific today. We've got chairman and CEO Mike Mahoney Speaker1 and chief medical officer doctor Ken Stein. Thanks so much guys for being here. Pleasure. For those of you in the audience, if you would like to ask a question, you could submit it via the pigeonhole tool, and I will try to work in as many as I can her ...

Core Viewpoint - Boston Scientific shares have increased by approximately 3.3% over the past month, underperforming the S&P 500 index [1] Group 1: Earnings and Estimates - Estimates for Boston Scientific have trended upward in the past month, indicating positive sentiment among analysts [2] - The most recent earnings report highlighted important drivers for the stock's performance [1] Group 2: VGM Scores - Boston Scientific has a Growth Score of B, a Momentum Score of C, and a Value Score of D, placing it in the bottom 40% for the value investment strategy [3] - The aggregate VGM Score for Boston Scientific is C, which is relevant for investors not focused on a single strategy [3] Group 3: Outlook - The upward trend in estimates suggests a promising outlook for Boston Scientific, with a Zacks Rank of 3 (Hold), indicating an expectation of in-line returns in the coming months [4] Group 4: Industry Performance - Boston Scientific is part of the Zacks Medical - Products industry, where Abbott has gained 1.6% over the past month [5] - Abbott reported revenues of $10.36 billion for the last quarter, reflecting a year-over-year increase of 4%, with EPS rising from $0.98 to $1.09 [5] - For the current quarter, Abbott is expected to post earnings of $1.25 per share, representing a 9.7% increase from the previous year [6]