Boston Scientific Corporation (BSX) TD Cowen 45th Annual Healthcare Conference (Transcript)

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]