Core Viewpoint - Boston Scientific (BSX) has demonstrated strong performance with a 42.4% increase in share price over the past year, significantly outperforming the industry growth of 8.5% and the S&P 500's 10.6% increase, indicating solid fundamentals and growth opportunities for investors [1] Company Overview - Boston Scientific manufactures medical devices and products for various interventional medical specialties globally, having reorganized its operational structure into two reportable segments: MedSurg and Cardiovascular [2][3] Segment Performance - The Cardiovascular segment includes the Cardiology division and Peripheral Interventions, while the MedSurg group consists of Endoscopy, Urology, and Neuromodulation [3] Growth Drivers - The upward trend in BSX's share price is driven by the strong performance of the WATCHMAN left atrial appendage closure device, with the next-generation WATCHMAN FLX and FLX Pro capturing significant market share [4] - The launch of the FARAPULSE Pulsed Field Ablation System and commercial excellence across various businesses are also contributing to share price growth, supported by a solid fourth-quarter performance and increasing revenues from both reportable segments [5] Strategic Acquisitions - Investors are optimistic about BSX's strategic acquisitions in 2024, including Axonics, Inc., Intera Oncology Inc., and Cortex, Inc., which are expected to bolster the company's market position [6][7] International Expansion - Boston Scientific's international expansion remains strong, with emerging markets showing robust growth despite geopolitical challenges, and the launch of the next-generation accurate Prime Valve in Europe [8] - The FARAPULSE uptake in the EMEA region and strong growth in the Asia Pacific, particularly in China, Japan, Australia, and New Zealand, contributed to revenue increases of 10.8% in EMEA and 11.1% in Asia Pacific during the fourth quarter [9] Financial Performance - For the fourth quarter of 2024, BSX reported a 27.9% rise in the cost of products sold, leading to a 138-basis points contraction in gross margin due to macroeconomic headwinds and supply chain disruptions [10] - The company is also exposed to currency fluctuations, with expectations of a 100-basis point headwind from foreign exchange on revenues for 2025 [11] Earnings Estimates - The Zacks Consensus Estimate for BSX's 2025 EPS has increased by 0.7% to $2.85, with an earnings yield of 2.9%, outperforming the industry's 1.2% [12]

近日，知名医疗器械孵化器Ajax Health宣布，与波士顿科学公司（Boston Scientific）和 投资公司 KKR共同成立了一家名为FlowMod的心力衰竭医疗 技术公司。 01 合作详情 此次合作的核心在于利用波士顿科学公司所开发的知识产权， 加速推进一套针对心力衰竭治疗系统的研发、临床验证及监管审批进程。 Duke Rohlen Ajax Health首席执行官Duke Rohlen表示："继与波士顿科学公司成功完成Cortex业务交易后，我们一直致力于为临床医生及其患者提供一种独具特色的解决方案，对 心力衰竭的治疗模式产生积极而深远的影响。" 三方共同任命 Philippe Marco博士 担任首席执行官，他曾担任其他由Ajax Health 主导的心血管设备公司的总裁兼首席运营官，带领 Ajax Health 旗下的Epix Therapeutics和CV Ingenuity公司成功获得多项设备的市场前批准。 KKR对FlowMod进行了投资，资金源于其规模达 40亿美元 的KKR Health Care Strategic Growth Fund II基金。 2023年12月，Ajax ...

Core Viewpoint - Boston Scientific (BSX) has been a highly searched stock recently, indicating potential investor interest and market activity [1] Earnings Estimates Revisions - For the current quarter, Boston Scientific is expected to report earnings of $0.67 per share, reflecting a year-over-year increase of +19.6% [5] - The Zacks Consensus Estimate for the current fiscal year is $2.85, indicating a +13.6% change from the previous year, with a +2.7% increase in estimates over the last 30 days [5] - For the next fiscal year, the consensus estimate is $3.23, showing a +13.2% change from the prior year, with a +2.2% increase in estimates over the past month [6] - The Zacks Rank for Boston Scientific is 2 (Buy), suggesting a positive outlook based on recent earnings estimate revisions [7] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $4.56 billion, indicating a year-over-year increase of +18.2% [9] - For the current fiscal year, the sales estimate is $19.05 billion, reflecting a +13.8% change, while the next fiscal year's estimate is $21 billion, indicating a +10.2% change [9] Last Reported Results and Surprise History - Boston Scientific reported revenues of $4.56 billion in the last quarter, representing a +22.4% year-over-year change [10] - The reported EPS was $0.70, compared to $0.55 a year ago, with a revenue surprise of +3.52% and an EPS surprise of +7.69% [11] - The company has consistently beaten consensus EPS and revenue estimates over the last four quarters [11] Valuation - Boston Scientific has a Zacks Value Style Score of D, indicating it is trading at a premium compared to its peers [15]

合作伙伴征集：2025全球手术机器人大会 报名：首届全球眼科大会 | 展位有限 报名：首届全球心血管大会 | 奖项评选 报名：首届全球骨科大会 | 奖项评选 2025年3月5日，4C Medical Technologies, Inc.（以下简称"4C Medical"）宣布完成总额 1.75亿美 元 （合约12.6亿人民币） 的D轮融资。本轮融资由 波士顿科学 （Boston Scientific，NYSE: BSX）和 HHF赋远投资 联合领投，现有股东亦持续加码。此次融资将加速4C Medical在心脏瓣膜疾病治疗领域的 技术研发、临床推进和市场拓展。 或死亡。 此外，公司还计划利用资金支持正在进行的ATLAS全球关键性试验。该试验旨在评估AltaValve在中度至 重度或重度MR患者中的安全性和有效性。参与研究的患者不适合接受外科手术或经导管缘对缘修复 （TEER）。 # AltaValve 系统 AltaValve™系统是目前已知 全球唯一一款 可在完全释放后实现回收功能的全回收经房间隔低外径瓣膜系 统 ，使术者在术中实现更加精准的定位及释放。 作为一款" 经股-经房间隔入路 "的经导管二尖瓣置换产 ...

合作伙伴征集：2025全球手术机器人大会 报名：首届全球眼科大会 | 展位有限 #收购详情 波士顿科学是SoniVie的战略投资者，持有该公司约 10% 的股权。凭借这一股权，此次交易包括约 3.6亿美元 的预付款，用于收 购尚未持有的 90% 股份，同时还包括高达 1.8亿美元 的潜在监管里程碑付款。 尽管波士顿科学已经持有部分股权，但该公司仍按 6亿美元 的预付款和 2亿美元 的里程碑付款来评估这笔交易，总价值为 6 亿美 元（约合43亿人民币） 。 SoniVie开发了用于血管周围神经去神经的TIVUS系统，该技术有望治疗多种高血压疾病，包括用于高血压治疗的肾动脉去神经术 （RDN）。此次收购将使波士顿科学进入如今竞争激烈的RDN市场。 报名：首届全球心血管大会 | 奖项评选 报名：首届全球骨科大会 | 奖项评选 心未来 2025年3月3日， 波士顿科学公司 （纽约证券交易所代码：BSX）宣布已达成收购医疗器械公司 SoniVie 的协议。SoniVie 公司开发了TIVUS血管内超声系统。TIVUS系统是一项处于试验阶段的技术，旨在通过对血管周围神经进行去神经支配，治疗 多种高血压疾病，包括针对高血压 ...

Core Insights - Boston Scientific Corporation has demonstrated a strong track record of outperformance with a compound annual growth rate (CAGR) and accelerating top-line revenue growth, driven by improvements in the Weighted Average Market Growth Rate (WAMGR) [5] - The company is approaching $20 billion in revenue, which presents challenges for maintaining current growth rates, yet it has announced an expected increase in WAMGR to 9% in 2026, indicating confidence in continued market outperformance [6] Company Overview - The management team includes Dan Brennan (Chief Financial Officer), Dr. Ken Stein (Chief Medical Officer), and Art Butcher (Executive Vice President, MedSurg and APAC), who are recognized for their effective strategies that have been emulated by other large-cap medical device companies [4][5] - The executives participated in the TD Cowen 45th Annual Healthcare Conference, highlighting their engagement with industry stakeholders and commitment to transparency [1][2] Market Position - Boston Scientific has consistently outpaced its markets, showcasing its competitive advantage and effective operational playbook [5][6] - The company is positioned to leverage its historical performance and market strategies to navigate the challenges of scaling revenue as it approaches significant financial milestones [6]

Company Overview - Boston Scientific, Inc. (BSX) has signed a definitive agreement to acquire SoniVie Ltd., a privately held medical device company, for nearly $360 million upfront, with an additional $180 million contingent on regulatory milestones [1] - The transaction is expected to close in the first half of 2025, subject to customary closing conditions [1] Stock Performance - Following the acquisition announcement, BSX shares rose 1% to finish at $104.87 [2] - Over the past year, Boston Scientific shares have increased by 55.5%, compared to the industry's growth of 11.8% [10] Financial Metrics - Boston Scientific has a market capitalization of $153.17 billion [3] - The Zacks Consensus Estimate for the company's 2025 earnings per share (EPS) is $2.85, indicating a 13.6% year-over-year improvement [3] - The company has delivered an average earnings surprise of 8.3% over the trailing four quarters [3] Strategic Rationale - The acquisition of SoniVie is aimed at enhancing Boston Scientific's interventional cardiology therapy offerings, particularly in the hypertension space [2][4] - The TIVUS Intravascular Ultrasound System developed by SoniVie is designed for renal artery denervation (RDN), which can help regulate blood pressure [5] - The global renal denervation market was valued at $340.4 million in 2023 and is expected to grow at a compound annual growth rate of 40.2% through 2030 [7] Financial Impact of Acquisition - The transaction is expected to be slightly dilutive to Boston Scientific's adjusted EPS in 2025, but this will be offset by internal cost efficiencies [6] - On a GAAP basis, higher dilution is anticipated due to amortization expenses and acquisition-related charges, except for a one-time gain from the previously held equity interest in SoniVie [6] Future Prospects - The acquisition provides an opportunity for future innovation in the field of hypertension treatment, supported by strong clinical evidence and ongoing research [2] - Boston Scientific's strategy includes expanding its cardiovascular portfolio, as evidenced by a recent acquisition agreement with Bolt Medical, Inc. [9]

Core Viewpoint - Boston Scientific Corporation has announced a definitive agreement to acquire SoniVie Ltd., aiming to enhance its offerings in interventional cardiology therapies with the TIVUS™ Intravascular Ultrasound System for treating hypertension [1][4]. Company Summary - Boston Scientific is acquiring a 90% stake in SoniVie for an upfront payment of approximately $360 million, with potential additional payments of up to $180 million based on regulatory milestones [4][5]. - The acquisition is expected to be completed in the first half of 2025, subject to customary closing conditions [4]. - The transaction is anticipated to be slightly dilutive to adjusted earnings per share (EPS) in 2025, with the company planning to offset this through internal cost efficiencies [4]. Industry Summary - Hypertension is a major risk factor for cardiovascular disease, and current treatments often fall short in effectively controlling high blood pressure [2]. - The TIVUS system is designed to perform renal denervation (RDN), which may serve as an alternative or adjunctive therapy to existing anti-hypertensive medications [2][3]. - The TIVUS system utilizes ultrasound energy, which can penetrate tissue more deeply than radiofrequency energy, potentially leading to faster procedures and effective nerve ablation [2][3].

Core Viewpoint - Boston Scientific Corporation has successfully completed a public offering of €1.5 billion in notes, which will be used for debt repayment and general corporate purposes [1][2]. Group 1: Offering Details - The company issued €850 million of 3.000% notes due in 2031 and €650 million of 3.250% notes due in 2034 [1]. - The notes are fully and unconditionally guaranteed by Boston Scientific [1]. Group 2: Use of Proceeds - The net proceeds from the offering will be utilized to repay AMS Europe's 0.750% senior notes maturing on March 8, 2025, and to cover accrued and unpaid interest on those notes [2]. - Additional uses of the proceeds may include short-term investments, reduction of short-term debt, funding of working capital, and potential future acquisitions [2]. Group 3: Company Overview - Boston Scientific is a global leader in medical technology, focusing on innovative solutions that improve patient health and reduce healthcare costs [3]. - The company has been advancing medical science for over 45 years, providing a wide range of devices and therapies for various complex diseases [3].

Core Viewpoint - Boston Scientific Corporation announced a public offering of €850 million in 3.000% notes due 2031 and €650 million in 3.250% notes due 2034, fully guaranteed by the company [1][2] Group 1: Offering Details - The total amount of the offering is €1.5 billion, consisting of two tranches of notes [1] - The offering is expected to close on February 26, 2025, subject to customary closing conditions [2] - The notes will be used to repay AMS Europe's 0.750% senior notes due March 8, 2025, and for general corporate purposes [2] Group 2: Company Overview - Boston Scientific has been a global medical technology leader for over 45 years, focusing on innovative medical technologies that improve patient health [4] - The company provides a wide range of solutions addressing various medical conditions, including cardiovascular, respiratory, digestive, oncological, neurological, and urological diseases [4]