近日，思宇MedTech注意到波士顿科学的一则招聘信息：房颤解决方案事业部启动"百岗校招"计划， 面向2025届应届生及毕业两年内的候选人，开放150 个临床技术培训生岗位，覆盖全国34个省市。 与以往偏向市场、销售类岗位的招聘不同，此次的重点落在了被业内称为"跟台岗"的 临床一线技术支持人员 。根据招聘描述，新入职者将直接参与房颤治 疗手术全过程，包括术前准备、术中支持及术后沟通。换句话说，他们从培训结束后就能站上手术现场，服务于真实病例和真实操作。 这看上去不仅是一轮简单的人才扩充，更是波士顿科学在中国房颤市场加速深化临床部署、全面提升一线渗透力的重要举措。 2024年，波士顿科学的 FARAPULSE脉冲电场消融系统 获得国家药品监督管理局（NMPA）批准，成为国内首款进口PFA系统。同时，其在房颤卒中预防 方向上的代表产品—— Watchman左心耳封堵系统 ——也在中国进入成熟应用期。 在思宇看来，这场校招，是波士顿科学"重投临床、深耕一线"战略思路的具体体现。通过年轻技术人才的广泛铺设，波士顿科学或将打通产品—术式—医院 —医生之间的落地通路，为房颤整体解决方案在中国的本地化放量奠定基础。 一、房 ...

近日，思宇MedTech注意到波士顿科学的一则招聘信息：房颤解决方案事业部启动"百岗校招"计划， 面向2025届应届生及毕业两年内的候选人，开放150 个临床技术培训生岗位，覆盖全国34个省市。 与以往偏向市场、销售类岗位的招聘不同，此次的重点落在了被业内称为"跟台岗"的 临床一线技术支持人员 。根据招聘描述，新入职者将直接参与房颤治 疗手术全过程，包括术前准备、术中支持及术后沟通。换句话说，他们从培训结束后就能站上手术现场，服务于真实病例和真实操作。 这看上去不仅是一轮简单的人才扩充，更是波士顿科学在中国房颤市场加速深化临床部署、全面提升一线渗透力的重要举措。 2024年，波士顿科学的 FARAPULSE脉冲电场消融系统 获得国家药品监督管理局（NMPA）批准，成为国内首款进口PFA系统。同时，其在房颤卒中预防 方向上的代表产品—— Watchman左心耳封堵系统 ——也在中国进入成熟应用期。 在思宇看来，这场校招，是波士顿科学"重投临床、深耕一线"战略思路的具体体现。通过年轻技术人才的广泛铺设，波士顿科学或将打通产品—术式—医院 —医生之间的落地通路，为房颤整体解决方案在中国的本地化放量奠定基础。 一、房 ...

Boston Scientific (BSX) is slated to report first-quarter 2025 results on April 23, before market open.For first-quarter 2025, Boston Scientific projects adjusted earnings in the range of 66-68 cents per share. Revenue growth is projected in the range of approximately 17-19% on a reported basis (up 14-16% organically).The Zacks Consensus Estimate for earnings has been steady at 67 cents per share over the past 60 days, indicating 19.6% growth from the figure reported in the year-ago quarter. (Find the lates ...

The upcoming report from Boston Scientific (BSX) is expected to reveal quarterly earnings of $0.67 per share, indicating an increase of 19.6% compared to the year-ago period. Analysts forecast revenues of $4.56 billion, representing an increase of 18.2% year over year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Ahead of a company's earnings disclos ...

Investors interested in stocks from the Medical - Products sector have probably already heard of Phibro Animal Health (PAHC) and Boston Scientific (BSX) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that t ...

Boston Scientific (BSX) shares rallied 6.8% in the last trading session to close at $96.77. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 5.1% loss over the past four weeks.Boston Scientific scored a strong price increase on investors’ optimism surrounding its impending 2025 first-quarter financial results, slated to release on Apr. 23, before the opening bell. In the last reported fourth quarter, both the ...

Economic Overview - Investors are concerned about the potential economic downturn due to new tariffs imposed by Trump, with Goldman Sachs raising its recession forecast from 20% to 35% [1][2] - Economists warn that these tariffs could lead to increased costs for businesses, a slowdown in hiring, and wage growth, prompting Wall Street firms to lower GDP growth projections [2] Medical Device Industry Outlook - The medical device industry is viewed as a stable investment during market volatility, with a promising long-term outlook despite short-term challenges such as tariffs and cost escalations [3] - Advancements in AI and predictive analytics are revolutionizing the medical device industry, enhancing diagnostics, patient monitoring, and personalized treatment [4] Company Highlights Masimo (MASI) - Masimo specializes in non-invasive patient monitoring systems and is benefiting from focused R&D efforts, with notable technologies like Measure-through Motion and Low Perfusion pulse oximetry [7] - MASI shares have increased by 1.4% year to date, outperforming the broader market, and the company is expected to report earnings growth of 20% in 2025 [8] Boston Scientific (BSX) - Boston Scientific is experiencing strength across its MedSurg and Cardiovascular lines, with strong demand and contributions from acquisitions driving growth [10] - BSX shares have risen 13.3% year to date, and the company is expected to report earnings growth of 13.6% in 2025 [12] Hims & Hers Health (HIMS) - Hims & Hers Health targets a $360 million U.S. total addressable market, focusing on mental health, weight loss, and dermatology, with over 2 million subscribers driving recurring revenues [15] - HIMS shares have surged 28.4% year to date, with an expected earnings growth of 133.3% in 2025 [16]

Core Viewpoint - Boston Scientific (BSX) is experiencing growth driven by product launches, strategic acquisitions, and international expansion, with a Zacks Rank of 2 (Buy) indicating positive market sentiment [1]. Group 1: Growth Drivers - The company is successfully expanding its operations internationally, particularly in Europe, the Middle East, and Africa (EMEA), where sales grew 11.6% year over year on an operational basis in the fourth quarter [2]. - New product launches, such as the next-generation accurate Prime Valve and LUX-Dx II, along with strong uptake of FARAPULSE, are contributing to growth in the EMEA region [2]. - The Endoscopy business within MedSurg is seeing strong growth in endoluminal surgery and single-use imaging franchises, supported by positive reimbursement wins for the ESG weight loss procedure [3]. Group 2: Strategic Acquisitions - Recent acquisitions, including Cortex for advanced AF mapping and Silk Road for vascular medicine, are expected to enhance the product portfolio and boost long-term revenue [4]. - The acquisition of Axonics in the fourth quarter of 2024 is also part of the company's strategy to expand its offerings [4]. Group 3: Stock Performance - Over the past three months, BSX shares have increased by 14.1%, outperforming the industry, which saw a decline of 5.7% [5]. - The company's international market expansion and new product launches are anticipated to sustain this upward trend in stock performance [5]. Group 4: Challenges - The company faces challenges from difficult macroeconomic conditions, including geopolitical pressures and disruptions in global supply chains, which may impact operating expenses [6]. - In the fourth quarter of 2024, BSX experienced a 27.9% increase in the cost of products sold, leading to a contraction in gross margin by 138 basis points [6]. - Currency fluctuations pose a risk, with 40% of sales coming from international markets, and a projected 100-basis point headwind from foreign exchange on revenues for 2025 [7]. Group 5: Competitive Landscape - The medical devices market is highly competitive, with Boston Scientific facing competition from major players like Johnson & Johnson, Abbott, Medtronic, Stryker, Smith & Nephew, and Edwards Lifesciences [8].

Core Viewpoint - Boston Scientific (BSX) is currently experiencing a temporary decline in stock performance after a significant increase of 54.5% in 2024, primarily due to broader market concerns and the Federal Reserve's cautious stance on interest rates and economic conditions [1][2]. Economic Environment - The Federal Reserve has warned of a potential "stagflationary" environment, leading to uncertainty in the market, with a maintained federal funds rate of 4.25% to 4.50% and an increased inflation forecast for 2025 to 2.7% from 2.5% [2][7]. - The projected real GDP growth for 2025 has been adjusted downward to 1.7% from 2.1%, indicating a slowdown in economic expansion [7]. Global Trade Risks - Boston Scientific faces significant risks from escalating global trade tensions, particularly due to its substantial operations in China and Europe [3][8]. - The U.S. administration's inconsistent tariff policies have created confusion, complicating the operational landscape for Boston Scientific and its peers [3][8]. Market Performance - Year-to-date, BSX has outperformed the Zacks Medical Products industry's decline of 4.4% and the S&P 500's dip of 4.8%, while also remaining above peers like Abbott (ABT) and Medtronic (MDT) [4]. Business Segments Growth - Boston Scientific is gaining market share in its MedSurg segment, particularly in Endoscopy, benefiting from strong growth in endoluminal surgery and positive reimbursement wins [9]. - The Urology segment is also expanding, with notable growth in the Stone management and prosthetic urology franchises [10]. - In Neuromodulation, the company anticipates improved growth in 2025, supported by recent FDA and CE Mark approvals [11]. Financial Outlook - The company expects organic revenue growth of 14% to 16% in Q1 2025 and 10% to 12% for the full year, with projected adjusted EPS between 66 cents and 68 cents for Q1 and $2.80-$2.87 for the full year [12][13]. - Operational revenues are anticipated to rise 18% to 20% in Q1, with a forecasted adjusted operating margin expansion of 50 to 75 basis points [13]. Analyst Estimates - The Zacks Consensus Estimate for 2025 EPS has increased, indicating a 2.9% growth from the previous year, with a trailing 12-month return on equity of 17.8%, outperforming the industry average of 17.3% [15][17]. - Analysts have set an average price target of $118.57 for BSX, suggesting a potential upside of 17.8% from its last closing price of $100.69 [19]. Strategic Positioning - Despite facing risks from global trade tensions and macroeconomic headwinds, Boston Scientific's strong international position, strategic acquisitions, and expansion in emerging markets provide long-term growth potential [21][22].

Core Insights - Boston Scientific's fourth-quarter 2024 performance was significantly influenced by its international expansion and strategic acquisitions, which present favorable growth opportunities [1][2][3] - The company's WATCHMAN devices show promising long-term growth potential, with a notable 20% year-over-year sales increase in the fourth quarter [7] Group 1: International Expansion - Boston Scientific is successfully expanding its operations in various international markets, particularly in emerging markets, which are showing strong growth potential [3] - In the Europe, Middle East, and Africa regions, the company is leveraging a diverse product portfolio and new launches to meet healthy market demand [4] - The Asia Pacific region, especially Japan and China, is contributing to growth through innovative products and effective commercial execution [4] Group 2: Strategic Acquisitions - Recent acquisitions, including Cortex, Silk Road, and Axonics, are expected to enhance Boston Scientific's product offerings and drive long-term revenue growth [5][6] - The acquisition of Intera Oncology is anticipated to expand the company's interventional oncology capabilities [6] Group 3: WATCHMAN Device Performance - The WATCHMAN left atrial appendage closure device is gaining momentum, with sales increasing by 20% year over year in the fourth quarter, supported by new procedural guidelines and positive trial data [7] Group 4: Currency Exposure - Boston Scientific faces challenges from currency fluctuations, with 40% of its sales coming from international markets, leading to a projected 100-basis-point headwind on revenues for 2025 [10] Group 5: Financial Performance - The company's shares have increased by 40.6% over the past year, outperforming the industry and S&P 500 [2] - Boston Scientific has consistently beaten earnings expectations over the last four quarters, with an average surprise of 8.25% [2][11]