GALWAY, Ireland, July 8, 2025 /PRNewswire/ -- Medtronic plc (NYSE: MDT), a global leader in healthcare technology, today announced the appointment of Chad Spooner as chief financial officer (CFO) of MiniMed, in advance of its intended separation into a standalone, public company. Effective July 14, 2025, Chad will be responsible for overseeing the Finance function for Medtronic Diabetes and supporting initiatives aimed at accelerating profitable growth and delivering shareholder value as it prepares to beco ...

内容概要：PTCA球囊，即Percutaneous Transluminal Coronary Angioplasty Balloon，全称为经皮冠状动 脉腔内成形术球囊，是一种用于心血管介入治疗的医疗器械。随着心血管病患病人口数持续增加，冠脉 介入治疗手段不断普及，基层医院快速发展、国家组织器械耗材带量采购以及国产医疗器械崛起，我国 PTCA球囊扩张导管行业市场规模稳步扩大。数据显示，2024年，我国PTCA球囊扩张导管行业规模已 从2021年的10.59亿元增长至13.66亿元；根据市场预测，至2030年有望突破至22.74亿元。 相关上市企业：波士顿科学（BSX）；美敦力（MDT）；先瑞达医疗-B（06669）；业聚医疗 （06929）；微创医疗（00853）；蓝帆医疗（002382）；乐普医疗（300003）；归创通桥（02190）； 赛诺医疗（688108）；惠泰医疗（688617）等 一、行业概况 PTCA球囊，即Percutaneous Transluminal Coronary Angioplasty Balloon，全称为经皮冠状动脉腔内成形 术球囊，是一种用于心血管介入治疗的医疗器械，主要 ...

Core Viewpoint - Johnson & Johnson's MedTech segment, which constitutes approximately 36% of total revenues, is experiencing growth driven by newly acquired cardiovascular businesses and new product uptake, but faces challenges in the Asia Pacific region, particularly in China due to government procurement programs and competitive pressures [1][2][4]. Group 1: MedTech Segment Performance - The MedTech segment's growth in Q2 is attributed to the acquisition of Abiomed and Shockwave, alongside the continued uptake of new products [2]. - Sales in China are negatively impacted by the volume-based procurement (VBP) program and an anticorruption campaign, with no expected improvement in 2025 [2]. - Competitive pressures are affecting growth in specific MedTech areas, such as PFA ablation catheters in U.S. electrophysiology [3]. Group 2: Future Outlook - Sales are anticipated to be higher in the second half of 2025 compared to the first half as the business overcomes challenging first-quarter comparisons and new products gain traction [4]. - Tariff-related costs are expected to negatively impact profits in the MedTech segment [4]. Group 3: Competitive Landscape - J&J's MedTech unit faces significant competition from major players like Medtronic, Abbott, Stryker, and Boston Scientific, each specializing in various medical technologies [4][5]. Group 4: Financial Performance and Valuation - J&J's shares have outperformed the industry with a year-to-date increase of 9.7%, compared to a 0.6% rise in the industry [6]. - The company's shares are reasonably priced, trading at a price/earnings ratio of 14.43, lower than the industry average of 14.99 and below its five-year mean of 15.73 [8]. - The Zacks Consensus Estimate for 2025 earnings has increased slightly from $10.60 to $10.62 per share over the past 30 days [10].

Core Insights - Intuitive Surgical (ISRG) received CE-mark approval for its latest surgical robot system, da Vinci 5, which includes over 150 enhancements aimed at improving surgical outcomes and operational efficiency [1][2] - The da Vinci 5 system is cleared for minimally invasive endoscopic procedures across various specialties, expanding Intuitive Surgical's clinical reach in Europe [2][7] - The surgical robots market in Europe is projected to grow from $1.89 billion in 2024 to $3.31 billion by 2030, with a CAGR of 10.3% from 2025 to 2030, driven by technological innovation and increasing chronic conditions [4] Company Developments - The da Vinci 5 system offers 10,000 times more processing power than earlier generations, integrating advanced sensors and software for real-time insights to improve surgeon performance [3] - In Q1 2025, 147 out of 367 da Vinci systems placed globally were da Vinci 5 units, indicating strong demand in the U.S. market [5][7] - The adoption of force feedback instruments in da Vinci 5 procedures has shown significant clinical benefits, including faster recovery times and improved surgical proficiency [5] Market Performance - Intuitive Surgical's performance in Europe remains strong, with 88 earlier versions of da Vinci systems placed in Q1 2025, and over 410,000 procedures performed in 2024 [8] - Despite macroeconomic pressures, the company continues to focus on training and operational optimization to support procedural growth [8][14] - ISRG's stock has gained 18.9% over the past three months, outperforming the industry average of 14.3% [10] Competitive Landscape - Intuitive Surgical faces competition from companies like Medtronic and Stryker, with Medtronic's Hugo system being 20-25% less expensive but noted for a steeper learning curve [9] - Stryker's Hugo leads in orthopedic robotic surgery, indicating a segmented competitive landscape [9] Financial Outlook - The Zacks Consensus Estimate for ISRG's earnings per share has been revised downwards for 2025 and 2026, reflecting rising costs associated with the launch of da Vinci 5 [6] - ISRG is currently trading at a forward price-to-earnings multiple of 64.32X, higher than the industry average of 28.81X, but lower than its five-year median [15] Long-Term Prospects - The CE mark approval for da Vinci 5 opens significant revenue potential in Europe's growing surgical robotics market [15] - Despite near-term challenges, ISRG's dominant market share and focus on innovation position it well for long-term growth [15]

招商通知： 第三届全球手术机器人大会 # 研究背景 左心耳是心房颤动异位激动和左心房血栓的重要来源，隔绝左心耳有助于减少脑卒中发生和血栓形成。 Atricure 是全球最早进入该领域的公司， 2010 年首款产品 AtriClip 经 FDA 批准在美国上市，迄今在全 球植入超过 65 万例 ，是目前 全球应用最多的左心耳闭合器。 2023 年底， 美敦力 的 Penditure 经 FDA 批准在美国上市，是 全球第 2 款一端开口的左心耳闭合器械 。 领健医疗 的 V-Clip ® 是 全球第 3 款获批的一端开口的左心耳闭合器械 。 V-Clip ® 作为 我国首个、全球第 3 款 问世的 V 型单端开口闭合夹式系统 ，其突破性结构设计显著优化 了左心耳的捕获与闭合效果，有效攻克了传统封堵器械因形态匹配问题产生的残余渗漏难题。该系统兼容 心脏开胸手术及微创入路，实施左心耳夹闭后，可大幅削减源自心脏的卒中风险，并降低患者对抗凝药物 的长期需求 。 心未来 近日， 北京领健医疗科技有限公司 （简称" 领健医疗 "）自主研发的 国内首款V型左心耳闭合系统V- Clip ® 正式获得NMPA 批准上市（国械注准 ...

Core Insights - ONWARD Medical N.V. announces changes to its Board of Directors, highlighting the appointment of Professor Tim Denison and the departure of Professor Gregoire Courtine [2][5][7] Company Overview - ONWARD Medical is a leading neurotechnology company focused on developing therapies to restore movement and function in individuals with spinal cord injuries (SCI) and other movement disabilities [10][11] - The company has developed ARC Therapy, which has received 10 Breakthrough Device Designations from the US FDA, and its ARC-EX System is cleared for commercial sale in the US [10] Board Changes - Professor Tim Denison has been appointed to the Board, taking over the seat previously held by Professor Gregoire Courtine, who will continue as Co-Founder and Science Advisor [3][5][8] - Denison brings extensive experience in neurotechnology, having previously served as Vice President of Research & Core Technology at Medtronic and is a co-founder of Amber Therapeutics [4][8] Research and Development Focus - The Neuro-X Institute, directed by Courtine, is a multidisciplinary research hub aimed at accelerating therapies for neurological disorders, while NeuroRestore focuses on recovery therapies for SCI, Parkinson's disease, and stroke [6][10] - ONWARD Medical's commitment to innovation is underscored by its ongoing development of investigational products, including the ARC-IM system [10][18]

近日，医疗技术公司 Inner Cosmos 宣布两项重要人事任命，以加速其"Digital Pill"脑机接口（BCI）产品进 入临床试验阶段：John Freund 加入公司董事会，Greg Schulte 被任命为咨询首席技术官（Advisory CTO）。 # 任命详情 招商通知 第三届全球手术机器人大会 第二届全球医疗科技大会 John Freund 是 Intuitive Surgical（直觉医疗）的联合创始人 ，该公司是全球领先的机器人辅助微创手术系 统提供商，其达芬奇手术系统广泛应用于多种外科手术，显著提升了手术精准度和患者康复效果。 此外，John Freund 还创立了 Skyline Ventures，这是一家专注医疗健康领域的风险投资公司，致力于支持 创新型医疗技术企业的发展。他同样是摩根士丹利医疗保健集团的共同创立者，该集团在医疗保健领域的投资 与咨询业务中扮演着重要角色，为众多医疗企业提供战略指导和资金支持。 Greg Schulte 此前担任 Cala Health 技术副总裁 ，Cala Health 是一家专注于可穿戴神经调节设备的企业， 通过创新神经刺激技术改善神经系统疾 ...

| 招商通知 | | --- | | 第三届全球手术机器人大会 | | 第二届全球医疗科技大会 | 2025年7月1日 ， 专 注胶囊内窥镜技术创新的医疗科技公司 CapsoVision, Inc.（纳斯达克代码：CV） ，宣布其 首次公开募股 （IPO） 定价为每股 5.00 美元，共发行 550 万股普通股，预计募资 约2750万美元（约合人民币2亿） 。 股票于 7 月 2 日在纳斯达克 资本市场开始交易。这次发行不仅是融资事件，更意味着这家专注胃肠道诊断创新的公司，正试图在全球医疗市场中占据更重要的位 置。 CapsoVision 的首席执行官 Dean Burns 在公司发布会上表示："从一开始，我们的目标就是让胶囊内窥镜不仅能看见，更能看全。今 天的 IPO，是让我们更接近这个愿景的重要一步。" # 市 场与竞 争环 境 全球胶囊内窥镜市场预计到 2030 年将达到 12 亿美元。推动这一市场发展的核心动力是人口老龄化、消化道疾病患病率上升，以及人 们对非侵入性检查方式的偏好。特别是在结直肠癌筛查领域，随着人们预防意识增强，非侵入式检测的需求愈加迫切。 然而，CapsoVision 面对的竞争也异 ...

惠泰医疗 20250703 摘要 Q&A PFA 技术在房产领域的推广情况如何？ 根据波士顿科学披露的数据，2024 财年内其 PFA 系统全年销售收入超过 10 亿美元，带动其电生理板块收入同比增长接近 140%。国内市场方面，惠泰医 疗的 PFA 系统预计在 2024 年底上市。根据深度报告测算，国内长期空间预计 有超百亿元的远期市场。国产产品较外资有一定差异化优势，今年（2025 年）PFA 有望显著拉动惠泰医疗的业绩。 PFA 技术与传统射频和冷冻消融相比有哪些优势？ 全球房产销售市场及脉冲场消融的发展前景如何？ 惠泰医疗 PFA 产品于 2024 年底获批上市，国产产品在全麻、压力感知、 3D 标测等方面具备差异化优势，更贴近国内医生临床习惯，有望实现对 外资厂商的弯道超车，并显著改变国内电生理行业格局。 PFA 技术通过高压电脉冲诱导心肌细胞死亡，具有组织选择性高、安全 性好、无需热能等优点，且对导管贴靠要求低，缩短手术时间，降低术 式经验要求，有望替代射频和冷冻消融，推动市场扩容。 波士顿科学公司在 PFA 领域先行，2024 年初美国区域快速推广后，公 司股价全年上涨 55%，总市值达到 1, ...

房颤患病人群基数庞大，受人口老龄化加剧影响， 预计到2025年，房颤患病人数将达到2266.6万人 ，2021- 2025年的复合年增长率为2.85%，手术需求较高。 在心脏消融领域，包括" 冰 "、" 火 "、" 电 "三种消融能量类型的心脏电生理解决方案——"火元素" 射频消融 、"冰元素" 冷冻消融 及"电元素" 脉冲电场消融（PFA） 。 招商通知 第三届全球手术机器人大会 第二届全球医疗科技大会 2025 年 7 月 2 日 ， 医疗科技公司 Kardium 宣布 完成新一轮 2.5 亿美元 （约合人民币18亿）融资 ，为其用于 房颤治疗的创新产品—— Globe 脉冲场消融系统 （Globe PFA System）进入市场铺路。 新资金将用于支持 Globe 系统的 FDA 审批、产能扩建、商业化团队搭建，以及继续拓展产品在心律失常治疗 领域的临床研究。 "这笔资金让我们能够在全球范围内推进 Globe 系统的商业化。"Kardium 首席执行官 Kevin Chaplin 表示，"我 们的目标是将这项技术带给数百万房颤患者，改善他们的生活质量。" # 研发背景 房颤 是心律失常领域最为常见的疾病 ...