1 Safe Harbor Certain statements in this material, other than statements of historical or current fact, are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act, and Section 21E of the Exchange Act. These statements include, but are not limited to, LivaNova's plans, objectives, strategies, financial performance and outlook, trends, the amount and timing of future cash distributions, prospects or future events, and involve ...

Core Insights - ONWARD Medical N.V. has appointed Lucas Buchanan as a non-executive member of its Board of Directors, enhancing its leadership team as it aims to grow its business and fulfill its mission to restore movement and function for individuals with spinal cord injuries and other movement disabilities [1][2] Company Overview - ONWARD Medical is a leading neurotechnology company focused on pioneering therapies to restore movement, function, and independence in individuals with spinal cord injuries (SCI) and other movement disabilities [4] - The company has developed ARC Therapy, which has received ten Breakthrough Device Designations from the US FDA, and its ARC-EX System is cleared for commercial sale in the US [4] - ONWARD is also working on an investigational implantable system called ARC-IM, which may include an implanted brain-computer interface (BCI) [4] Leadership and Expertise - Lucas Buchanan brings over 25 years of experience in commercialization, operations, business development, investing, and finance, having previously served as COO and CFO at Silk Road Medical, leading the company to its IPO in 2019 and subsequent acquisition by Boston Scientific in 2024 [2][6] - Buchanan is an active investor and currently serves on the boards of several medical technology companies, showcasing his extensive involvement in the healthcare sector [3][6] Strategic Vision - The appointment of Buchanan is seen as a strategic move to leverage his unique experiences as an operator and investor to help ONWARD Medical achieve its ambitions and deliver hope to millions affected by spinal cord injuries and movement disabilities [2][3]

Masimo (MASI) Q2 2025 Earnings Call August 05, 2025 04:30 PM ET Company ParticipantsEli Kammerman - Vice President of Business Development & Investor RelationsKatie Szyman - CEO & DirectorMicah Young - Executive VP & CFORick Wise - Managing DirectorMatt Taylor - Managing DirectorJayson Bedford - MD - Medical TechnologyConference Call ParticipantsMarie Thibault - MD & Medical Technology and Digital Health AnalystJason Bednar - MD & Senior Research AnalystMichael Polark - Senior Equity Research AnalystVik Cho ...

Financial Data and Key Metrics Changes - For Q2 2025, the core healthcare business reported revenue of $370 million, achieving earnings per share (EPS) of $1.33, with a 600 basis points expansion in operating margin [6][22] - Non-GAAP EPS grew by 46% year-over-year, reflecting strong operational improvements and a lower tax rate due to increased profits from outside the U.S. [24][25] - The gross margin improved to 62.9%, up 40 basis points year-over-year, driven by operational improvements despite a $2 million tariff impact [24][25] Business Line Data and Key Metrics Changes - Consumable and service revenue grew by 8.4%, while capital equipment and other revenue declined by 2% due to a shift in accounting practices [22][24] - The company shipped 63,100 technology boards and monitors in Q2, aligning with expectations [23] Market Data and Key Metrics Changes - The healthcare revenue increased by 7.4% on a constant currency basis [22] - The company aims to capture more market share in adjacent markets worth between $1 billion and $2 billion, currently holding less than 20% market share in each segment [14][15] Company Strategy and Development Direction - The company is focused on three waves of growth: elevating commercial excellence, accelerating intelligent monitoring, and innovating wearable technologies [12][17] - Key leadership additions have been made to enhance commercial execution and operational excellence [10][11] - The company plans to leverage its leadership in pulse oximetry to expand into other advanced monitoring categories, targeting 10% to 20% growth in adjacent markets [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the team's ability to execute strategic growth priorities despite challenges such as tariffs and cybersecurity incidents [20][32] - Updated EPS guidance now exceeds original projections, with anticipated growth of 24% to 30% for the year [21][26] Other Important Information - The divestiture of Sound United is on track to close by the end of the year, with proceeds expected to prioritize share repurchases [31] - The company has implemented effective measures to mitigate tariff impacts, reducing the estimated burden significantly [29][30] Q&A Session Summary Question: Guidance update and inputs - Management noted that guidance reflects strong consumer growth and normal seasonality, with expectations for capital sales growth in the low single-digit range [33][36] Question: Salesforce alignment progress - Early feedback on the new sales structure has been positive, but quantifying growth impact will take time, with expectations for more significant effects in 2026 [37] Question: Status of relationship with Philips - The relationship with Philips remains strong, with ongoing discussions to evolve the partnership [41][44] Question: Tariff impact and mitigation - Current guidance implies a tariff impact of $17 million to $19 million, with ongoing efforts to further reduce this burden [46][48] Question: Incremental metric performance - The decline in incremental value new contracts is attributed to timing of large deals, with a strong pipeline expected for the second half [53][56] Question: Board shipments expectations - Expected board shipments remain in the range of 60,000 to 65,000 per quarter for the remainder of the year [63][64] Question: Competitive dynamics and product lines - The company has not experienced significant pressure from competitors regarding generics and reprocessing, and growth in advanced categories is tracking well [83][86]

Company Overview - Tempus AI has expanded its AI-enabled care pathway intelligence platform, Tempus Next, into breast cancer to address critical care gaps, initially designed for lung cancer [1][7] - The platform now focuses on five different biomarker testing gaps specific to breast cancer, aiming to help physicians deliver guideline-directed medical care [1][3] Market Insights - Breast cancer is one of the fastest-growing oncology segments globally, with a projected market value of $89.91 billion by 2034, growing at a CAGR of 9.9% from 2025 to 2034 [2] - The breast cancer diagnostics subsegment is expected to reach $8.47 billion by 2030, with a CAGR of 7.6% from 2025 to 2030 [2] Competitive Landscape - Hologic has expanded its Breast Health portfolio to cover the full breast cancer care continuum, including biopsy and surgery, and has started selling Endomag products in North America [4] - GE HealthCare launched the Invenia Automated Breast Ultrasound Premium, designed to improve early cancer detection through enhanced automation and AI [5] Financial Performance - Tempus AI shares have surged 70.8% year to date, outperforming the industry's 20% growth and the S&P 500 composite's 5.7% improvement [6] - The company currently trades at a forward 12-month Price-to-Sales (P/S) ratio of 6.96X, compared to the industry average of 5.91X [8] Earnings Estimates - In the past 30 days, Tempus AI's projected loss per share has improved by 2.8% for 2025 and 12% for 2026 [10]

YOKNEAM, Israel, Aug. 5, 2025 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, today announced the participation in the following investor conferences in August: 10th Annual Needham Virtual MedTech & Diagnostics Conference Presenters: Moshe Mizrahy, Chief Executive Officer Format: Virtual one-on-one meetings When: Monday, Aug. 11 Canaccord 45th Annual Global Growth Conference Presenters: Yair Malca, Chief Financial Officer Format: In-person fireside c ...

Core Insights - BD has achieved a diamond-level rating for all seven supply chain resilience domains from the Healthcare Industry Resilience Collaborative (HIRC), marking a significant milestone in the medical technology industry [1][2]. Group 1: Recognition and Commitment - The diamond status recognition reflects BD's commitment to building a resilient end-to-end supply chain across multiple product categories, emphasizing process excellence and continuous improvement [2]. - This achievement is a testament to the efforts of BD's team to ensure timely product delivery and adequate quantities for hundreds of millions of patients [2][3]. Group 2: HIRC and Audit Process - HIRC, a non-profit healthcare supply chain trade association, focuses on increasing transparency and resiliency in the healthcare supply chain [2]. - The Resiliency Badge Program includes a rigorous audit assessing supply chain resiliency, ensuring alignment with standards for supply continuity, risk mitigation, and operational efficiency [2]. Group 3: Previous Recognitions and Investments - BD was previously recognized by HIRC with the Transparency Partner Badge in 2023, and the diamond-level distinction builds on that recognition [3]. - The company has made ongoing investments in its supply chain and manufacturing operations, including increasing safety stock and capacity for critical products [3].

Core Viewpoint - GE HealthCare Technologies (GEHC) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook based on an upward trend in earnings estimates [1][2][4]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [3][5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, influencing their buying and selling decisions, which in turn affects stock prices [3]. Company Performance Indicators - GE HealthCare is projected to earn $4.46 per share for the fiscal year ending December 2025, with no year-over-year change expected [7]. - Over the past three months, the Zacks Consensus Estimate for GE HealthCare has increased by 12.8%, reflecting a positive trend in earnings estimates [7]. Zacks Rating System Overview - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [6]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [8][9].

Core Insights - Bio-Techne Corporation (TECH) is scheduled to release its fourth-quarter fiscal 2025 results on August 6, before market opening [1] - The company reported adjusted earnings per share (EPS) of 56 cents in the last quarter, exceeding the Zacks Consensus Estimate by 9.8%, with an average surprise of 6.74% over the past four quarters [1][3] Q4 Estimates for TECH - The Zacks Consensus Estimate for Bio-Techne's revenues is $317.4 million, reflecting a 3.7% increase from the previous year [2] - The EPS estimate suggests a 2% year-over-year improvement to 50 cents [2] Estimate Revision Trend - Earnings estimates for the fourth quarter have remained stable at 50 cents over the past 60 days [3] Factors Impacting Performance - Management noted macro uncertainties, including tariffs and potential NIH budget cuts, which could temporarily slow growth momentum in Q4 [4] - The Protein Sciences division accounted for 72% of net sales in Q3, with potential modest impacts from the divestment of the fetal bovine serum business [5] Growth Drivers - Bio-Techne is expected to benefit from strong demand for research reagents, protein analysis tools, and cell therapy workflow solutions [6] - The FDA's shift away from animal testing may enhance growth for Bio-Techne's organoid solutions, providing ethical and cost-effective alternatives [7] - The protein analytical instrumentation business, particularly the Maurice platform, is anticipated to show strong momentum [8][9] Segment Performance - The Biologics segment's revenue estimate is $225 million, up 5.1% from the previous year, driven by instrument placements and consumables [9] - The Spatial Biology segment is expected to generate $93 million in revenue, a 2.2% increase year-over-year, despite facing NIH funding uncertainties [12] Earnings ESP and Zacks Rank - Bio-Techne has an Earnings ESP of 0.00%, indicating no expected earnings surprise [13] - The company currently holds a Zacks Rank of 4 (Sell) [13]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2][8] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum, helping investors identify stocks likely to outperform the market in the next 30 days [2][3] - Each stock receives a rating from A to F, with A indicating the highest potential for outperformance [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] Value Score - The Value Style Score identifies stocks trading below their true value by analyzing ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Style Score assesses a company's financial strength and future outlook, focusing on projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score evaluates stocks based on price trends and earnings outlook, utilizing short-term price changes and monthly earnings estimate changes [5] VGM Score - The VGM Score combines the three Style Scores to identify stocks with attractive value, strong growth forecasts, and promising momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to help investors build successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +23.75% since 1988 [7][9] - There are over 800 stocks rated 1 or 2, making it essential for investors to use Style Scores to narrow down their choices [8] Stock Example: TransMedics Group (TMDX) - TransMedics Group, a medical technology company, is rated 3 (Hold) with a VGM Score of A and a Growth Style Score of A, indicating strong growth potential [11] - The company is forecasted to achieve year-over-year earnings growth of 106.9% for the current fiscal year [11] - Recent analyst revisions have increased the Zacks Consensus Estimate for fiscal 2025 by $0.20 to $2.09 per share, with an average earnings surprise of +45.4% [12]