Stock Market: Three Global Leaders Near Buy Points With Earnings Ahead | Investor's Business DailyBREAKING: [Futures Mixed; AMD, Lumentum Lead Earnings Late]---Investor's Business Daily's screener for companies that have a worldwide presence with strong fundamental metrics shows three global leaders: Fabrinet (FN), LivaNova (LIVN) and nVent Electric (NVT). All three are near buy points in Monday's stock market as they head into earnings. Fabrinet Stock: Earnings Ahead Fabrinet is scheduled to release its fi ...

LivaNova PLC (NASDAQ:LIVN) is one of the 12 best Medical Devices stocks to invest in according to Hedge Funds. On January 26, Brett Fishbin from KeyBanc Capital Markets revised his rating on LivaNova PLC (NASDAQ:LIVN), from Sector Weight to Overweight. The analyst estimated a target price of $81 for the stock, yielding an upside of almost 27%. Esperion Therapeutics (ESPR) Gets Boost from Acquisition Rumors Copyright: lightwise / 123RF Stock Photo Fishbin’s rating upgrade is part of KeyBanc’s 2026 outlo ...

Core Viewpoint - LivaNova is experiencing a unique base formation with a flat base buy point of $65.57, indicating potential upward movement driven by new opportunities in the market [1]. Group 1: Stock Performance - LivaNova's stock price is currently at $64.06, reflecting a slight increase of $0.03 or 0.05% [1]. - The company has shown a relative strength rating improvement to 76, indicating rising relative price strength [1]. - LivaNova has a composite rating of 95 out of 99, positioning it favorably within its industry [1]. Group 2: Market Context - The stock is part of a broader market context where the S&P 500 is hitting all-time highs and is poised to reach the 7,000 level, as the market anticipates a significant earnings season [1]. - LivaNova is highlighted among stocks with rising relative price strength and composite ratings, suggesting strong market interest and potential for growth [1].

Company Overview - LivaNova is a global medtech company with approximately $1.3 billion in revenue over the last 12 months as of September of the previous year, boasting nearly five decades of experience in the industry [4]. Recent Developments - The company has seen improvements in reimbursement for its Epilepsy business, which is a significant positive development [2]. - CORE-VNS data was presented at the American Epilepsy Society, highlighting advancements in the company's offerings [2]. - A manuscript covering durability data for the RECOVER study in difficult-to-treat depression has been published, indicating ongoing research and development efforts [2].

LivaNova FY Conference Summary Company Overview - **Company**: LivaNova (NasdaqGS:LIVN) - **Industry**: Medical Technology (MedTech) - **Recent Revenue**: Approximately $1.3 billion in the last 12 months as of September 2025 [3] - **Core Businesses**: - Cardiopulmonary: Heart-lung machines, oxygenators, and technologies for open heart surgery, with over 70% market share in open heart procedures globally [3] - Epilepsy: Neuromodulation therapy for drug-resistant epilepsy, transforming the lives of over 175,000 patients [4] Key Points and Arguments Financial Performance - **Growth Metrics**: - 10% organic revenue growth - 17% EPS growth - Over $400 million in adjusted free cash flow [4] - **Strategic Evolution**: Significant portfolio reshaping from 2019 to 2022, divesting low-growth assets to focus on promising early-stage opportunities [5] Market Opportunities - **Epilepsy Market**: - Valued at $700 million, significantly underpenetrated with fewer than 10% of eligible patients receiving non-pharmacotherapy annually [8] - **Cardiopulmonary Market**: - Over $2 billion market, experiencing mid-single-digit growth due to aging population and increased surgical complexity [9] - **Obstructive Sleep Apnea (OSA)**: - Rapidly growing market expected to reach $1 billion, with double-digit growth driven by increased awareness and diagnosis rates [9] - **Difficult-to-Treat Depression (DTD)**: - Potential billion-dollar market opportunity pending CMS reimbursement decision [10] Strategic Focus - **Core Business Strength**: Leadership in epilepsy and cardiopulmonary markets provides a foundation for durable growth and cash generation [7] - **Neuromodulation Expertise**: Leveraging capabilities from epilepsy to enter OSA and DTD markets [10] - **Innovation and Clinical Evidence**: Focus on impactful clinical studies and product innovations to drive market penetration [13] Financial Projections - **Revenue Growth**: - Mid- to high single-digit revenue growth expected in cardiopulmonary business [17] - Mid-single-digit CAGR projected for epilepsy [17] - OSA revenue expected to scale between $200 million and $400 million by 2030 [18] - **Operating Margins**: - Anticipated adjusted operating income margin expansion by over 300 basis points in cardiopulmonary and 200 basis points in epilepsy [17] Reimbursement and Market Access - **Improved Reimbursement**: - Close to 50% increase in reimbursement for VNS Therapy procedures under Medicare, enhancing economic viability for providers [35] - **CORE-VNS Study**: Positive real-world evidence supporting the efficacy of VNS Therapy, expected to change market perceptions and drive penetration [39] Capital Allocation Strategy - **Priorities**: - Continued investment in core epilepsy and cardiopulmonary businesses - Focus on OSA commercialization and infrastructure development - Tuck-in M&A opportunities as a growth tool [32][33] CMS Engagement for DTD - **Current Status**: Collaborative discussions with CMS regarding reimbursement for DTD, with a formal request for reconsideration expected soon [41][42] Additional Important Insights - **Market Penetration Strategies**: Plans to expand penetration in existing accounts and re-engage accounts that exited VNS practice due to unfavorable economics [37] - **PolySync Technology**: New titration algorithm showing promising results, with 8 out of 10 non-responders converting to responders, indicating potential for improved patient outcomes [27] This summary encapsulates the key insights from LivaNova's FY Conference, highlighting the company's strategic direction, market opportunities, financial performance, and future growth potential.

Summary of LivaNova's Conference Call Company Overview - **Company**: LivaNova - **Event**: 2025 Piper Sandler Healthcare Conference - **Key Management**: Alex Shvartsburg (CFO), Phil Kowalczyk (Chief Strategy and Corporate Development Officer) Financial Outlook - **Q4 2025 Outlook**: Expected revenue deceleration and margin step down due to HLM investment impacting Q4, but overall business momentum remains strong [6][7] - **Full Year Growth Guidance**: Projected growth of 9.5%-10.5% for the full year, with Q4 comps being challenging due to the launch of Essence in Q4 2023 [7] - **2026 Revenue and EPS Growth**: Anticipated mid- to high-single-digit growth for both revenue and adjusted EPS, with margin expansion expected in core businesses [8][11] Product Developments - **OSA Device**: Investment in next-generation OSA device with a soft launch in the first half of 2026 and full launch in the second half of 2027. Expected to break even by 2029 with mid-20s% operating margin [12][15] - **HLM Growth**: Significant contributor to 2026 growth, with a shift from legacy S5 platform to Essence expected to reach 80% mix by the end of 2026 [18][19] - **New Revenue Streams**: Introduction of Essence Air Manager and new heater/cooler expected to drive growth in 2026 [20][21] Market Dynamics - **Oxygenators**: Next-generation oxygenator expected to launch in 2028, with a premium pricing strategy reflecting clinical value. Current market share has increased from low 30s% to high 30s% [26][31][36] - **Epilepsy Market**: Significant reimbursement changes for VNS technology, with a 40%-50% increase in facility reimbursement effective January 1, 2026, expected to remove barriers to adoption [38][40] - **Clinical Data**: New data showing a 76% median seizure reduction will be used to enhance market penetration for VNS therapy [51] Strategic Initiatives - **Obstructive Sleep Apnea (OSA)**: Revenue target of $200 million-$400 million by 2030, with assumptions based on market growth and share capture. Hiring of a global head of commercialization to enhance market presence [52][55] - **Depression Treatment**: Plans to leverage existing infrastructure for commercialization, with potential synergies with the neuromodulation business [60][62] Key Takeaways - LivaNova is focused on maintaining growth momentum while navigating challenges in Q4 2025 - Strategic investments in product development and market expansion are expected to drive future revenue growth - Significant changes in reimbursement for epilepsy treatments are anticipated to enhance market adoption and financial performance [39][40][46]

Summary of LivaNova Conference Call Company Overview - **Company**: LivaNova - **Industry**: Medical Devices, specifically focusing on neuromodulation and cardiopulmonary products Key Points Company Strategy and Transformation - LivaNova is undergoing a portfolio transformation aimed at achieving durable, accelerated growth in both top and bottom lines, focusing on faster growth and more profitable markets [4][10] - The company has revamped its innovation agenda, enhancing core research and development efforts under new leadership [3][4] Epilepsy Market Insights - Epilepsy represents two-thirds of LivaNova's profit and is a core focus area [5] - The epilepsy market is highly underpenetrated, with one-third of patients being drug-resistant, presenting significant growth opportunities [6][7] - Key drivers for growth in the epilepsy segment include: - **Innovation**: Development of a digitally connected system to improve treatment decisions [8] - **Reimbursement**: Recent CMS decision to upgrade reimbursement for replacement devices to level five, enhancing economic viability [8][9] - **Clinical Evidence**: Successful CoreVNS study demonstrating significant improvements in drug-resistant epilepsy patients [9] Financial Projections for Epilepsy - LivaNova projects mid-single-digit growth for the epilepsy segment through 2030, with 30% of business from new patients and 70% from replacement devices [10][11] - The company anticipates low single-digit growth for replacement devices and mid to high single-digit growth for new patients, driven by improved clinical data and reimbursement [11][12] Cardiopulmonary Business - LivaNova expects mid to high single-digit growth in its cardiopulmonary business through 2030, driven by: - An upgrade cycle for new technology after 17 years without upgrades [17][18] - Market share gains, having gained 10 share points over the last two years [19] - Upgrades to the current installed base of machines [19] - The company is building capacity to operate at 60% market share, with a focus on maintaining financial responsibility and public health obligations [22] Sleep Apnea Market Entry - LivaNova is entering the sleep apnea market, which is larger and faster-growing than the epilepsy market, with a strong right to win due to existing neuromodulation capabilities and differentiated clinical data [34] - The company plans to launch a rechargeable device with a battery life of 15 years, requiring approximately one hour of recharging per week [36][39] - The Polysync technology will allow for customized titration of the device, enhancing patient outcomes [42][43] Long-term Financial Outlook - LivaNova has issued a five-year vision projecting mid to high single-digit growth through 2028, followed by 25% earnings growth in subsequent years [55][56] - The company aims to leverage its strong core while investing in high-growth opportunities like obstructive sleep apnea (OSA) [56][57] Additional Considerations - The company is committed to publishing clinical data and ensuring that new technologies are integrated into their product offerings [46] - LivaNova's strategic investments are designed to scale its presence in high-margin markets while maintaining a strong annual AOI margin of 20% [56][57] This summary encapsulates the key insights and strategic directions discussed during the LivaNova conference call, highlighting the company's focus on innovation, market opportunities, and financial growth projections.

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Core Insights - LivaNova PLC presented its strategic roadmap and long-range financial plan during its 2025 Investor Day, outlining targets for revenue and earnings per share (EPS) growth by 2030 [1][2] Financial Targets - The company aims for a high-single-digit-plus revenue compound annual growth rate (CAGR) [4] - Adjusted annual operating margin is projected to exceed 20% over the next three years, targeting high twenties by 2030 [4] - Earnings-per-share CAGR is expected to be in the low double digits to mid-teens [4] - Adjusted free cash flow conversion is anticipated to be above 80% [4] Business Segments - Cardiopulmonary business operates in a $2 billion global market, with expected mid-to-high single-digit revenue CAGR and adjusted operating margin expansion of over 300 basis points by 2030 [4] - In the Epilepsy segment, the company expects mid-single-digit revenue CAGR and adjusted operating income margin expansion of approximately 200 basis points by 2030, supported by real-world evidence and new product launches [4] - The Obstructive Sleep Apnea (OSA) market is targeted with differentiated technology, projected to generate $200 million to $400 million in revenue by 2030 and adjusted operating income margin of greater than 25% [5] Strategic Initiatives - LivaNova is focused on maximizing core businesses, scaling OSA, and preserving upside in Difficult-to-Treat Depression (DTD) [3][4] - The company plans to commercialize its OSA product independently in 2027, retaining full control over pricing and customer relationships [5] - DTD remains a strategic extension of its Neuromodulation platform, with potential value creation pending coverage reconsideration by the U.S. Centers for Medicare & Medicaid Services [5]

Summary of LivaNova Investor Day Conference Call Company Overview - **Company**: LivaNova - **Industry**: Medical Technology, specifically in cardiopulmonary and neuromodulation therapies - **Market Position**: LivaNova is a global leader in cardiopulmonary and epilepsy markets, with nearly five decades of experience and a strong commitment to innovation and patient care [1][11][12] Key Points and Arguments Strategic Roadmap and Financial Outlook - LivaNova aims for steady revenue growth in core areas, with acceleration in obstructive sleep apnea (OSA) and epilepsy markets [5][6] - The company expects high single-digit revenue growth over the next five years, with an acceleration in the latter part of the plan [17] - Projected adjusted EPS CAGR is low double-digit to mid-teens through 2030, with operating income margins above 20% [18] Market Opportunities - **Cardiopulmonary**: LivaNova is the market leader, supporting over 70% of open-heart procedures globally. The cardiopulmonary market is expected to grow at mid-single digits due to aging populations and increasing patient complexity [12][33] - **Epilepsy**: The market for drug-resistant epilepsy (DRE) is currently valued at $700 million, with significant growth potential due to low penetration of non-drug therapies [19][20] - **Obstructive Sleep Apnea (OSA)**: The neuromodulation market for OSA is projected to reach $1 billion, with double-digit growth expected as awareness and diagnosis rates increase [21] Product Innovations and Launches - LivaNova has launched the Essence heart-lung machine, which has transformed the growth profile of its cardiopulmonary business [13] - Upcoming innovations include a next-generation oxygenator and advancements in neuromodulation therapies for OSA and DRE [39][40] - The company plans to launch seven new products over the next three years, aiming for a freshness index exceeding 40% by 2030 [25] Financial Performance - LivaNova reported 10% organic revenue growth and 17% adjusted EPS growth over the past 11 quarters, generating approximately $400 million in adjusted free cash flow [13] - The company has expanded oxygenator manufacturing capacity by nearly 25% over the last three years, contributing to market share growth [13] Organizational Changes and Leadership - LivaNova has undergone significant leadership changes, with over 40% of direct and above leaders replaced to bring in external expertise and promote internal talent [14] - The leadership team emphasizes accountability and a culture of collaboration, which is expected to drive future success [7][8] Challenges and Risks - The company faces challenges in the difficult-to-treat depression (DTD) market, contingent on CMS reimbursement decisions [6][22] - The transition period from 2019 to 2022 involved divesting low-growth assets, which temporarily slowed innovation efforts [14][15] Conclusion - LivaNova is well-positioned to leverage its market leadership in cardiopulmonary and epilepsy to drive future growth, with a clear strategy focused on innovation, market expansion, and addressing unmet medical needs [29][30] - The company aims to transform its growth profile into a benchmark medtech company by 2030, emphasizing sustainable growth and shareholder value [18][29]