Core Viewpoint - Orchestra BioMed Holdings, Inc. is set to receive up to $21 million in cash proceeds from the acquisition of Vivasure by Haemonetics Corporation, which closed on January 9, 2026, highlighting the strategic value of Vivasure to Orchestra BioMed [1][2]. Group 1: Financial Expectations - Orchestra BioMed expects to receive $11 million in proceeds during 2026, consisting of approximately $5 million upfront and about $6 million as a first milestone payment, with the remainder to be earned based on future revenue milestones [2][5]. - The total expected proceeds from the acquisition amount to $21 million, indicating a significant financial benefit for Orchestra BioMed [1]. Group 2: Product and Technology Overview - Vivasure's PerQseal® Elite system utilizes a proprietary bioabsorbable patch for sealing large-bore arteriotomies and venotomies, providing a sutureless and fully absorbable solution for various medical procedures [3]. - The PerQseal Elite system has received CE Mark approval in Europe and a Premarket Approval application has been submitted to the U.S. FDA, showcasing its regulatory progress and market potential [3]. Group 3: Strategic Partnerships and Development - Orchestra BioMed has been a strategic partner of Vivasure since its inception, actively supporting the development of the PerQseal technology [3][4]. - The collaboration with Haemonetics is expected to enhance the commercial prospects of the PerQseal Elite system, leveraging Haemonetics' market presence in the large-bore closure market [3][7]. Group 4: Company Background - Orchestra BioMed is focused on accelerating high-impact biomedical technologies through strategic collaborations, with flagship products like AVIM Therapy and Virtue® Sirolimus AngioInfusion™ Balloon undergoing pivotal clinical trials [4][6]. - The company aims to address significant health issues, such as hypertension and atherosclerotic artery disease, which represent multi-billion-dollar market opportunities [4][6].

Core Viewpoint - Haemonetics has completed the acquisition of Vivasure Medical, enhancing its interventional technology portfolio with Vivasure's PerQSeal Elite large-bore vascular closure system, which is crucial for structural heart disease and vascular interventions [2][8]. Group 1: Acquisition Details - The acquisition was completed for approximately €100 million (about $116 million) as an upfront payment, with a potential contingent consideration of up to €85 million (about $98.9 million), totaling €185 million (approximately 1.5 billion RMB) based on future sales growth and milestones [2]. - The funding for the acquisition came from Haemonetics' own cash reserves, marking a strategic shift towards high-growth interventional technologies after divesting its whole blood business [2][9]. Group 2: Product Focus - Vivasure's PerQSeal Elite system is positioned in the high-barrier and clinically demanding niche of large-bore vascular closure, described as the world's first sutureless, fully bioabsorbable synthetic implant for large-bore vascular closure, suitable for puncture sites up to 26F [4]. - Unlike traditional external closure methods, PerQSeal Elite utilizes an internal closure pathway, deploying a proprietary absorbable patch to achieve closure, which is particularly beneficial for calcified vessels and complex anatomical conditions [6]. Group 3: Clinical and Regulatory Progress - The PerQSeal Elite system received CE marking in April 2025, expanding its indications to include large-bore venous closure, and a PMA application was submitted to the FDA in June 2025 based on clinical data from studies including PATCH and ELITE [7]. - The ELITE study demonstrated a significant safety profile with a major complication rate of 0% during a 30-day follow-up, supporting the system's operational safety and efficacy in complex interventional scenarios [7]. Group 4: Strategic Implications - The acquisition of Vivasure is part of Haemonetics' broader strategy to shift focus from capital-intensive traditional segments to high-value interventional consumables, emphasizing critical components in interventional procedures [8][9]. - The growing demand for procedures like transcatheter aortic valve replacement (TAVR) and transcatheter mitral valve repair/replacement (TMVR) highlights the importance of safe closure of large-bore access sites, which directly impacts postoperative complications and overall treatment efficiency [8].

Group 1 - The article discusses the investment opportunities and risks associated with Haemonetics (HAE), particularly after a significant decline in its share price despite the company maintaining its full-year guidance [1]. - The investment group "Value In Corporate Events" focuses on identifying actionable ideas from major corporate events such as earnings reports, mergers and acquisitions, and IPOs, providing coverage of approximately 10 major events each month [1]. - The author emphasizes the importance of tracking companies through catalytic events to uncover potential investment opportunities [1]. Group 2 - The article indicates a shift in the author's position regarding HAE, suggesting a move towards selling a long position [3].

Core Insights - Haemonetics is well-positioned to continue its earnings-beat streak, having a history of exceeding earnings estimates, particularly in the last two quarters with an average surprise of 11.15% [1] Earnings Performance - In the last reported quarter, Haemonetics achieved earnings of $1.27 per share, surpassing the Zacks Consensus Estimate of $1.12 per share, resulting in a surprise of 13.39% [2] - In the previous quarter, the company was expected to report earnings of $1.01 per share but delivered $1.10 per share, yielding a surprise of 8.91% [2] Earnings Estimates - There has been a favorable change in earnings estimates for Haemonetics, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests that stocks with this profile beat consensus estimates nearly 70% of the time [6] Earnings ESP Analysis - Haemonetics currently has an Earnings ESP of +0.79%, indicating that analysts have recently become more optimistic about the company's earnings prospects [8] - The next earnings report for Haemonetics is expected to be released on February 5, 2026 [8]

Core Viewpoint - Haemonetics Corporation has announced the acquisition of Vivasure Medical Limited, enhancing its portfolio in the vessel closure market with innovative technology aimed at improving patient outcomes [1][4]. Acquisition Details - The acquisition involves an upfront cash payment of €100 million, approximately €52 million net after accounting for previous investments and loans, with potential additional contingent consideration of up to €85 million based on sales growth and milestone achievements [3]. - The transaction was financed through Haemonetics' available cash on hand [3]. Product Information - Vivasure's PerQseal Elite system utilizes a bioabsorbable patch for sealing large-bore arteriotomies and venotomies, providing a sutureless and fully absorbable solution for various medical procedures [2]. - The system has received CE Mark approval in Europe and a Premarket Approval application was submitted to the U.S. FDA in 2025 [2]. Strategic Implications - The acquisition is expected to expand Haemonetics' range of closure devices and strengthen its position in the growing structural heart and endovascular procedure markets [4]. - The clinical performance of the PerQseal Elite system, demonstrated by a 0% major complication rate at thirty-day follow-up, positions Haemonetics for increased leadership in advanced closure technologies [2][4]. Company Background - Haemonetics is a global medical technology company focused on improving healthcare quality and efficiency through innovative solutions [5]. - Vivasure Medical Limited specializes in advanced polymer implants and delivery systems for minimally invasive vessel closure [6].

BOSTON, Jan. 7, 2026 /PRNewswire/ -- Haemonetics Corporation (NYSE: HAE) announced that the Company intends to publish third quarter fiscal year 2026 financial results at 6:00 am ET on Thursday, February 5, 2026. The Company will hold a conference call with investors and analysts to discuss results and answer questions at 8:00 am ET on February 5, 2026. The call can be accessed via teleconference at: Q3 2026 Haemonetics Corporation Earnings Conference Call. Once registration is completed, participants will ...

Group 1 - Haemonetics Corporation will present at the 44th Annual J.P. Morgan Healthcare Conference on January 13, 2026, at 7:30 am Pacific Time [1] - The presentation will be accessible via a live audio webcast and will be available for replay for 30 days after the event [1] - Haemonetics is a global medical technology company focused on improving healthcare quality, effectiveness, and efficiency [2] Group 2 - The company offers innovative solutions including hospital technologies, plasma collection technologies, and products for blood centers [2] - Haemonetics aims to advance standards of care and enhance patient outcomes through its technologies [2]

Core Insights - Loomis Sayles Small Cap Value Fund reported a return of 6.21% in Q3 2025, underperforming the Russell 2000 Value Index which returned 12.60% [1] - The strong performance of US equities in Q3 was attributed to easing tariff concerns, a pro-growth budget from Congress, and expectations of further rate cuts by the Federal Reserve [1] Company Performance - Haemonetics Corporation (NYSE:HAE) had a one-month return of -0.92% and a 52-week gain of 3.36%, with its stock closing at $80.01 and a market capitalization of $3.855 billion on December 24, 2025 [2] - The company reported a revenue of $327 million in Q2 of fiscal 2026, reflecting a 5% decline compared to previous periods [4] Investment Strategy - The fund's performance was impacted by a market shift towards "risk-on" and "low-quality" stocks, which led to a style mismatch with the fund's high-quality investment approach [3] - Haemonetics Corporation, along with Alight, Inc. and Kyndryl Holdings Incorporated, was noted as a significant detractor from the fund's performance [3]

Core Insights - Riverwater Partners' Small Cap Strategy reported solid results for Q3 2025 but lagged behind the benchmark due to the market's preference for lower-quality companies [1] - The strategy focuses on higher-quality companies with strong fundamentals and a clear path to profitability, positioning itself well in a challenging market [1] Company Performance - Haemonetics Corporation (NYSE:HAE) had a one-month return of 8.06% but experienced a 2.03% decline over the last 52 weeks, closing at $80.40 per share with a market capitalization of $3.873 billion [2] - The company faced challenges due to softer-than-expected demand in certain product lines, leading to a decision to exit the position in Q3 2025 to redeploy capital into opportunities with clearer near-term catalysts [3] Revenue and Market Position - In Q2 of fiscal 2026, Haemonetics reported revenue of $327 million, reflecting a 5% decline [4] - Despite its potential, Haemonetics is not among the most popular stocks among hedge funds, with 36 hedge fund portfolios holding its shares at the end of Q3, up from 29 in the previous quarter [4]

分组1 - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence, including daily updates, research reports, and stock screens [1] - The Zacks Style Scores provide a rating system for stocks based on value, growth, and momentum characteristics, helping investors identify securities with high potential for market outperformance [2][3] 分组2 - The Value Score focuses on identifying undervalued stocks using financial ratios such as P/E and Price/Sales, appealing to value investors [3] - The Growth Score emphasizes a company's financial health and future outlook, analyzing projected earnings and sales for long-term growth potential [4] - The Momentum Score assists investors in capitalizing on price trends by evaluating recent price changes and earnings estimate revisions [5] 分组3 - The VGM Score combines the three Style Scores to identify stocks with attractive value, strong growth forecasts, and promising momentum, serving as a useful indicator alongside the Zacks Rank [6] - The Zacks Rank, a proprietary stock-rating model, utilizes earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.81% since 1988, significantly outperforming the S&P 500 [7][8] 分组4 - To optimize returns, investors should target stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while also considering the direction of earnings estimate revisions [9][10] - Haemonetics Corporation, which provides blood management solutions, is currently rated 3 (Hold) on the Zacks Rank but has a VGM Score of A and a Momentum Style Score of B, with shares increasing by 13.6% over the past four weeks [11][12] - Analysts have raised their earnings estimates for Haemonetics, with the Zacks Consensus Estimate increasing by $0.13 to $4.93 per share, indicating a positive outlook for the company [12][13]