INVESTOR ALERT: The Inspire Medical Systems, Inc. Securities Fraud Class Action is Pending, Investors Urged to Contact BFA Law by January 5 DeadlineDecember 04, 2025 3:46 PM EST | Source: Bleichmar Fonti & AuldNew York, New York--(Newsfile Corp. - December 4, 2025) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Inspire Medical Systems, Inc. (NYSE: INSP) and certain of the Company's senior executives for securities fraud aft ...

Ekso Bionics Holdings, Inc. (EKSO) shares fell 12.75 percent, sliding $0.5802 to $3.97 on Thursday, after the company announced it will become the exclusive U.S. sales agent and distributor for MediTouch's BalanceTutor rehabilitation system. The uses a patented 4D perturbation treadmill to simulate real-world balance challenges, supporting patient safety while improving rehabilitation outcomes.Ekso Bionics is trading at $3.97 versus a previous close of $4.5502 on the Nasdaq. The stock opened at $4.25 and h ...

Key Takeaways HIMS will acquire YourBio Health to enhance its user-focused blood sampling capabilities.The buyout adds TAP and HALO tech to HIMS' portfolio, offering bladeless, pain-free blood sampling.The move supports HIMS' broader push into routine diagnostics and personalized healthcare tools.Yesterday, Hims & Hers Health, Inc. (HIMS) entered into a definitive agreement to acquire Boston-based YourBio Health, Inc. The transaction is expected to close in early 2026, subject to customary regulatory approv ...

Core Thesis - Teleflex Incorporated (TFX) is positioned for a strategic turnaround after two decades of underwhelming returns due to poor capital allocation, with a current market capitalization of $3.5 billion and a share price of $114.41 as of December 1st [2][3]. Business Segmentation - TFX specializes in consumables for hospitals and surgical providers, focusing on vascular and urological markets, with secondary exposure to surgical, acute care, and contract manufacturing [2]. - The company produces a wide range of single-use products, including catheters, stents, guidewires, pumps, and closures [2]. Spin-off Strategy - In February 2025, TFX announced a spin-off of its urology, acute care, and OEM businesses into a stand-alone public company ("NewCo"), while retaining higher-growth, higher-margin vascular/interventional and surgical franchises in "RemainCo" [3]. - This separation is expected to unlock significant shareholder value by allowing each entity to pursue independent strategies, with NewCo focusing on cost optimization and cash generation, and RemainCo accelerating innovation in vascular interventions [3]. Financial Performance - Pro forma, TFX generates $3.5 billion in sales and $1 billion in EBITDA, with NewCo accounting for $1.4 billion in sales and RemainCo for $2.1 billion [4]. - TFX currently trades at a 10% free cash flow yield, which is below peer SMID-cap medical device valuations, indicating a potential upside of 30–45%, and over 100% if either entity is sold at strategic multiples [4]. Investment Opportunity - The anticipated spin-off or sale within six months presents an attractive asymmetric risk/reward profile, combining immediate free cash flow yield with significant strategic upside for both NewCo and RemainCo [5]. - This makes TFX a compelling investment opportunity in the med-tech space, similar to the bullish thesis on Medtronic plc's spin-off strategy [6].

Company Overview - Teleflex Incorporated is a $3.5 billion medical device company specializing in consumables for hospitals and surgical providers, with its largest markets in vascular and urological sectors, and secondary exposure to surgical, acute care, and contract manufacturing [2] - The company produces thousands of single-use products, including catheters, stents, guidewires, pumps, and closures [2] Strategic Developments - In February 2025, Teleflex announced a spin-off of its urology, acute care, and OEM businesses into a stand-alone public company ("NewCo"), leaving the higher-growth, higher-margin vascular/interventional and surgical franchises in TFX "RemainCo" [3] - This separation is expected to unlock significant shareholder value by allowing each business to pursue independent strategies and capital allocation [3] - NewCo is focusing on cost optimization and cash generation, while RemainCo is set to accelerate innovation in vascular interventions, including the recently acquired Biotronik business [3] Financial Performance - Pro forma, Teleflex generates $3.5 billion in sales and $1 billion in EBITDA, with NewCo at $1.4 billion and RemainCo at $2.1 billion [4] - Teleflex trades at a 10% free cash flow yield, below peer SMID-cap medical device valuations, implying 30–45% upside, with the potential for over 100% upside if RemainCo or NewCo were sold at strategic multiples [4] Investment Opportunity - With the spin or sale likely within six months, Teleflex offers an attractive asymmetric risk/reward profile, combining immediate free cash flow yield with significant strategic upside for both NewCo and RemainCo [5] - This makes Teleflex a compelling investment opportunity in the med-tech space [5]

Core Insights - Masimo Corp hosted its 2025 Investor Day, outlining its long-term strategy and growth pillars, projecting a revenue CAGR of 7%–10% through 2028 and operating margins of about 30% [1][2] - The company aims for adjusted EPS of $8.00 by 2028 and expects to generate approximately $1 billion in cumulative operating cash flow from 2026 to 2028 [2] - Masimo reaffirmed its 2025 financial guidance, projecting revenue between $1.51 billion and $1.53 billion, operating profit between $412 million and $424 million, and EPS between $5.40 and $5.55 [2][5] Financial Performance - In the third quarter, Masimo reported adjusted earnings of $1.32 per share, exceeding the consensus of $1.20, with sales of $371.2 million, surpassing the consensus of $366.85 million [5] - The company raised its fiscal 2025 adjusted earnings forecast from $5.45-$5.70 per share to $5.62-$5.79, compared to the consensus of $5.33 [5] - Masimo narrowed its fiscal 2025 sales outlook from $1.51 billion-$1.54 billion to $1.51 billion-$1.53 billion, aligning with the consensus of $1.52 billion [5] Market Position and Analyst Sentiment - Masimo's CEO emphasized the company's mission to deliver innovations that empower clinicians and transform patient care, indicating a strong market position [3] - Analyst ratings from BTIG maintain a Buy rating for Masimo, raising the price forecast from $198 to $200 [3] Legal Developments - A federal jury ruled that Apple must pay Masimo $634 million for infringing a patent related to blood-oxygen reading technology, marking a significant legal victory for the company [4]

The Cooper Companies, Inc. (NASDAQ:COO) will release earnings results for the fourth quarter after the closing bell on Thursday, Dec. 4.Analysts expect the Bolingbrook, Illinois-based company to report quarterly earnings at $1.11 per share, up from $1.04 per share in the year-ago period. The consensus estimate for Cooper Companies' quarterly revenue is $1.06 billion, compared to $1.02 billion a year earlier, according to data from Benzinga Pro.On Sept. 17, Cooper Companies' board approved a $1 billion incre ...

Core Insights - The Cooper Companies, Inc. is set to release its fourth-quarter earnings results on December 4, with expected earnings of $1.11 per share, an increase from $1.04 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $1.06 billion, up from $1.02 billion a year earlier [1] Share Repurchase Program - The board of Cooper Companies approved a $1 billion increase in its share repurchase program on September 17 [2] Stock Performance - Cooper Companies shares rose 0.2% to close at $75.98 on Wednesday [3] Analyst Ratings - Wells Fargo downgraded the stock from Overweight to Equal-Weight with a price target of $72 [6] - Barclays initiated coverage with an Overweight rating and a price target of $85 [6] - JP Morgan maintained a Neutral rating and reduced the price target from $76 to $66 [6] - Baird maintained an Outperform rating and cut the price target from $97 to $85 [6] - Stifel maintained a Buy rating and lowered the price target from $90 to $85 [6]

Today, 4 December 2025, Coloplast A/S held its Annual General Meeting, at which the following resolutions were adopted: The annual report for the financial year 2024/25 was approved.Distribution of year-end dividend of DKK 18.00 per share of nominally DKK 1 was approved. In addition to the interim dividend of DKK 5.00 per share of nominally DKK 1 paid out in connection with Coloplast A/S’ half- year result, this brings the total dividend paid for the financial year 2024/25 to DKK 23.00 per share of nominall ...

Core Thesis - Intuitive Surgical, Inc. (ISRG) is recognized as a global leader in robotic-assisted surgery, with a strong market position and a robust business model that supports high-margin, predictable revenue streams [2][3]. Company Overview - The da Vinci system by Intuitive Surgical has been utilized in over 17 million operations across 74 countries, establishing a significant presence in the surgical ecosystem [2]. - The company holds an estimated 60–70% market share in soft-tissue robotics, supported by a comprehensive approach that includes hospital workflows, surgeon training, and recurring revenue from instruments and services [2][3]. Financial Performance - Intuitive Surgical has achieved a 15% compound annual growth rate (CAGR) in revenues over the last decade, with nearly $10 billion in annual revenue, of which 85% is recurring [3][4]. - The company maintains gross margins near 70%, generates over $1 billion in free cash flow annually, and operates with virtually no debt [4]. - Recent performance indicates strong system placements and a 21% growth in recurring revenue, alongside stable margins despite some cost pressures [4]. Growth Drivers - Growth is driven by the expansion of the installed base, increasing procedure volumes, global reach, and ongoing product innovation, including the da Vinci 5 system and new platforms like Ion [3][4]. - Long-term trends favoring minimally invasive surgery and the expansion of procedures into new specialties are expected to support low double-digit to mid-teens growth in the future [4]. Valuation Insights - The current valuation of Intuitive Surgical is considered rich, with shares trading around 50 times earnings, suggesting limited upside from current levels [5]. - The stock is viewed as attractive primarily at lower entry points, with an accumulation target set near $380 per share to optimize risk and reward [5]. Competitive Landscape - Despite increasing competition from companies like Medtronic, CMR Surgical, and Johnson & Johnson, Intuitive Surgical's established ecosystem and regulatory approvals create a durable competitive advantage [3].