QIONGHAI, China, Dec. 01, 2025 (GLOBE NEWSWIRE) -- The 1st Global Innovative Pharmaceutical and Medical Device Expo and the 4th International Conference on Real-World Studies of Medical Products were held in Boao Lecheng International Medical Tourism Pilot Zone in recent days. The events showcased over 100 types of cutting-edge international pharmaceuticals and medical devices and brought together about 1,000 leading figures from government, industry, academia, and research to explore the latest breakthroug ...

Core Viewpoint - Rosen Law Firm is reminding investors of DexCom, Inc. about an important deadline related to a securities class action lawsuit, encouraging them to secure legal counsel before December 29, 2025 [2][4]. Group 1: Class Action Details - The class action pertains to investors who purchased DexCom securities between July 26, 2024, and September 17, 2025, inclusive [2]. - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [3]. - To participate in the class action, investors must act before the lead plaintiff deadline of December 29, 2025 [4]. Group 2: Allegations Against DexCom - The lawsuit alleges that DexCom made unauthorized design changes to its G6 and G7 continuous glucose monitoring systems, which compromised their reliability and posed health risks to users [6]. - It is claimed that DexCom overstated the enhancements and reliability of the G7 devices while downplaying the severity of the issues related to the devices [6]. - The allegations suggest that these actions exposed DexCom to increased regulatory scrutiny and potential legal and financial repercussions [6]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest securities class action settlement against a Chinese company [5]. - The firm has been consistently ranked among the top firms for securities class action settlements since 2013, recovering hundreds of millions of dollars for investors [5]. - In 2019, the firm secured over $438 million for investors, highlighting its effectiveness in representing clients [5].

Summary of China Medtech Vascular Intervention Market Call Industry Overview - The call focused on China's vascular intervention (VI) market, specifically discussing surgery volume growth, consumables usage, competitive landscape, and value-based pricing (VBP) coverage status [1][8] Key Points on Surgery Volume and Growth - The number of percutaneous coronary intervention (PCI) surgeries in China is projected to reach **1.7 million in 2024**, with a **CAGR of 6-7%** in recent years [2][9] - Peripheral interventional surgery volume is growing faster, currently representing **25-33%** of PCI surgery volume compared to **10-20%** in 2016 [2][9] - Future growth expectations include PCI surgery volumes increasing at a high single-digit rate (**9-10%**) over the next 1-2 years, while peripheral interventional surgery volume growth is expected to reach the high teens in the next 2-3 years [2][11] Impact of Policy Changes - Policy changes regarding basic medical insurance reimbursement are identified as a key uncertainty affecting volume growth [2][11] - The diagnosis-related group (DRG) had a greater impact on surgery volumes 1-2 years ago, but its influence has diminished due to VBP price cuts [2][10] Consumables Usage Trends - The average number of balloons used per PCI surgery increased from **1.0** three years ago to **1.5** last year, with expectations for continued growth [2][12] - For access products like guidewires and sheaths, average usage per surgery is also rising, driven by product upgrades [2][13] Competitive Landscape - Global companies hold over **50%** market share in the guidewires segment, down from **60-70%** previously. Key players include Terumo (23-25%), Boston Scientific (15-20%), and Abbott (10%) [3][14] - APT Medical is highlighted as a strong domestic competitor with a full product offering and competitive pricing [3][14] - In the sheaths segment, Terumo leads with over **40%** market share, down from **60-70%** [3][15] VBP Coverage and Price Cuts - The VBP coverage ratio for coronary and peripheral access products is already high, limiting potential for further increases [4][18] - VBP price cuts for VI products are noted to be significant due to intense competition and substantial payments from medical insurance funds [4][19] Price Gap Analysis - The price gap between domestic and global products is relatively small, with domestic guidewires and sheaths priced **10-20%** lower than global counterparts [3][16] Future Competitive Landscape - Global companies may gradually lose market share, with expectations for Terumo's guidewires market share to decline from **20-25%** to **18-23%** [3][17] - The expert does not foresee a sharp change in the competitive landscape in the short term due to product competitiveness differences [3][17] Risks and Considerations - Risks facing China's medtech industry include larger-than-expected price reductions, weaker demand from equipment renewal programs, and geopolitical risks affecting supply chains [20]

Summary of China Healthcare Conference Call Industry Overview - The conference call focused on the **China healthcare market**, highlighting significant transformations driven by DRG/VBP policies, domestic product substitution, and AI adoption in clinical workflows [1][4][5]. Key Insights AI Adoption - **AI Integration**: 86% of surveyed professionals are using AI-enabled medical devices or software, with hospitals budgeting an average of **Rmb6 million** for AI in 2025, expected to increase in 2026 [2][9][14]. - **Primary Applications**: The main uses of AI are in medical imaging and clinical decision support, enhancing diagnostic accuracy and saving time [10][12]. Hospital Procurement and Stimulus - **Procurement Recovery**: 64% of hospitals received stimulus funds, with a median expectation of **Rmb20 million** per hospital for equipment trade-ins in 2025 [3][51]. - **Stimulus Growth**: 48% of respondents expect an increase in stimulus funds compared to 2024, indicating ongoing governmental support for medical equipment procurement [51][53]. DRG Impact - **Stabilization of DRG Effects**: Approximately 90% of respondents expect the impact of DRG to stabilize by the first half of 2026, with clinical labs being the slowest to adapt [4][23][24]. - **IVD Sector Challenges**: The In-Vitro Diagnostics (IVD) sector is facing a "double-hit" in 2025, with expectations of recovery starting from 1H26 [37][38]. Domestic Substitution - **Cost Reduction**: Surgery costs have decreased by **13% year-over-year**, primarily due to increased use of domestic products and price reductions in medical consumables [30][35]. - **Market Dynamics**: Leading domestic manufacturers like Mindray, United Imaging, and MicroPort MedBot are gaining market share and challenging multinational corporations (MNCs) on quality and physician preference [1][5][47]. Brand Preference and Market Competition - **Domestic Brand Growth**: The survey indicates a significant shift towards domestic brands in imaging and IVD, with Mindray emerging as a leader in hematology analyzers and total lab automation solutions [45][47]. - **Competitive Landscape**: While MNCs maintain dominance in high-end niches, domestic players are rapidly closing the gap, particularly in high-volume segments [44][47]. Operational Dynamics - **Generics Usage**: 74% of prescriptions are for generics when available, indicating limited room for cost savings through switching from branded drugs [56]. - **Multi-Site Practices**: 14% of surgeons have increased multi-site practice activities, with 76% expecting this trend to continue, potentially benefiting private hospitals [66][69]. Financial Metrics - **Accounts Receivable Days**: The average receivable days for public medical insurance payments have decreased to **57 days** in 2025 from **61 days** in 2024, with notable improvements in Tier 1 and Tier 2 cities [71][72]. Conclusion - The China healthcare market is experiencing a transformative phase characterized by the integration of AI, a shift towards domestic products, and stabilization of DRG impacts. The ongoing support from the government and the evolving competitive landscape suggest a promising outlook for domestic manufacturers and healthcare providers in the coming years [1][5][47].

Core Insights - Medtronic plc (NYSE:MDT) has been recognized as one of the 15 Best Boring Dividend Stocks to Buy, indicating its stable dividend performance and investment appeal [1] - Barclays has raised its price target for Medtronic to $111 from $109, maintaining an Overweight rating after the company reported strong earnings that exceeded expectations [2] - For Q2 of fiscal 2026, Medtronic reported sales of $9 billion, a 6.6% increase year-over-year, with adjusted earnings per share rising 8% to $1.36, surpassing analyst projections [3] Financial Performance - Medtronic's cardiovascular segment was a significant contributor to its strong results, generating $3.4 billion in revenue, which is a 10.8% increase year-over-year, marking the fastest growth rate for this segment in over a decade [4] - The overall performance reflects a solid standing for Medtronic as a leader in the medical device industry, with both revenue and EPS exceeding the company's own guidance [3] Innovation and Product Development - Medtronic is recognized for its continuous innovation, consistently launching new products and maintaining a diverse portfolio of hundreds of medical devices, which supports steady revenue and earnings growth [5] - The company's focus on developing medical devices and therapies aims to treat various health conditions, thereby reducing pain and extending life [5]

Core Viewpoint - Securities class action lawsuits have been filed against DexCom, Inc. for alleged misleading statements and undisclosed material changes to its glucose monitoring systems during the specified class period [1][2]. Allegations Against DexCom - Defendants allegedly made false and misleading statements regarding unauthorized design changes to the G6 and G7 continuous glucose monitoring systems, which compromised their reliability and posed health risks to users [2]. - The enhancements claimed for the G7 device were reportedly overstated, and the company downplayed the severity of issues related to the adulterated devices [2]. - These actions have led to increased regulatory scrutiny and potential legal, reputational, and financial harm for DexCom [2]. Lead Plaintiff Process - Investors in DexCom have until December 26, 2025, to seek appointment as lead plaintiff representatives in the class action, which involves directing the litigation on behalf of all class members [3]. - The lead plaintiff is typically the investor or group of investors with the largest financial interest in the case [3]. Firm Background - Kessler Topaz Meltzer & Check, LLP is known for prosecuting class actions and has a reputation for recovering billions for victims of corporate misconduct [5].

Core Viewpoint - Inspire Medical Systems, Inc. is facing a class action lawsuit for securities fraud following a significant stock drop attributed to alleged violations of federal securities laws [1][3]. Group 1: Lawsuit Details - A class action lawsuit has been filed against Inspire Medical Systems and certain senior executives, with claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 [3]. - Investors have until January 5, 2026, to request to be appointed to lead the case, which is pending in the U.S. District Court for the District of Minnesota [3]. Group 2: Company Background - Inspire Medical Systems develops an implantable medical device for treating sleep apnea, with the latest version being Inspire V, which received FDA approval on August 2, 2024 [4]. Group 3: Allegations and Stock Impact - The lawsuit alleges that Inspire misled investors by claiming it had taken necessary steps for the launch of Inspire V, while in reality, it failed to prepare clinicians and payors, leading to delays and weak demand [5][6]. - On August 4, 2025, Inspire announced an "elongated timeframe" for the Inspire V launch and reduced its 2025 earnings per share guidance by over 80%, causing the stock price to drop by $42.04, or more than 32%, from $129.95 to $87.91 per share [7][8].

Core Insights - Long-term investment strategies focusing on companies with in-demand products can yield favorable results, particularly in the healthcare sector, though current industry leaders may not always be the best choices [1] Surgical Robotics - Intuitive Surgical expanded its installed base of surgical robots by 13% in Q3 2025, with surgeries performed increasing by 20%, indicating strong demand [3] - Approximately 75% of Intuitive Surgical's revenue comes from parts and services for its robots, presenting a significant growth opportunity, although its P/E ratio is high at 74 [3][5] - Medtronic's P/E ratio is significantly lower at 28, and the company is working to catch up in the surgical robotics market, which could enhance its growth prospects [5][6] Pharmaceutical Sector - Eli Lilly's GLP-1 drugs contributed over 50% of its sales in Q3 2025, leading to a high P/E ratio of 53, but future success is uncertain [7] - Pfizer's P/E ratio of around 15 reflects low investor expectations, partly due to an impending patent cliff and a weak pipeline, despite a high dividend yield of 6.8% [8][10] - Pfizer's acquisition of Metsera, a competitor with a promising drug pipeline, indicates proactive measures to enhance its market position [10] Dividend Stocks - Medtronic has a strong track record with 48 consecutive annual dividend increases, making it an attractive long-term investment option [6] - Johnson & Johnson, known as a Dividend King with over five decades of annual dividend increases, offers a 2.5% dividend yield and operates in both pharmaceutical and medical device sectors [13][14] - J&J's P/E ratio of 20 is moderate compared to other companies, suggesting a more stable investment with less volatility [14] Investment Strategy - While Intuitive Surgical and Eli Lilly are currently popular, their high valuations may not be sustainable long-term, making Medtronic and Pfizer more attractive options for buy-and-hold investors [15][16]

Core Insights - Abbott Laboratories is making a significant move by acquiring Exact Sciences for approximately $21 billion in cash, enhancing its position in the cancer diagnostics market [3][4] - The acquisition of Exact Sciences, known for its Cologuard test for colorectal cancer, opens access to a large untapped market, with over 55 million Americans aged 45 to 85 yet to undergo screening [4][5] - Abbott's strong resources and international presence are expected to accelerate the growth and reach of Exact Sciences' products globally [7] Company Overview - Abbott Laboratories has a diversified product portfolio and a strong track record of innovation and dividend payments, making it a reliable player in the healthcare sector [1][8] - The company has demonstrated resilience in generating revenue and profits, even during economic challenges [8] Financial Performance - In the third quarter, Abbott's revenue from its diabetes care unit, primarily from the FreeStyle Libre continuous glucose monitoring system, increased by 19.3% year over year to $2.1 billion [9] - Total sales for Abbott grew by 6.9% year over year to $11.4 billion [9] Market Potential - The cancer diagnostics market presents a lucrative opportunity, as cancer remains a leading cause of death worldwide, and there is significant room for growth in screening and diagnostics [8][11] - Abbott's continuous glucose monitoring technology has a vast potential market, with fewer than 1% of the world's diabetics currently having access to such technology [10] Dividend History - Abbott Laboratories is recognized as a Dividend King, having raised its dividends for 53 consecutive years, making it an attractive option for income-focused investors [11]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased DexCom, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1] Group 1: Class Action Details - The Class Period for the DexCom securities is from July 26, 2024, to September 17, 2025, inclusive [1] - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1] - The deadline to move the Court to serve as lead plaintiff is December 29, 2025 [2] Group 2: Legal Representation - Investors are encouraged to select qualified counsel with a successful track record in securities class actions [3] - Rosen Law Firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company [3] - The firm has recovered hundreds of millions of dollars for investors, securing over $438 million in 2019 alone [3] Group 3: Case Allegations - The lawsuit alleges that DexCom made unauthorized design changes to its G6 and G7 continuous glucose monitoring systems, which compromised their reliability [4] - The changes presented a material health risk to users relying on these devices for accurate glucose readings [4] - Defendants allegedly downplayed the severity of the issues, leading to increased regulatory scrutiny and potential legal and financial harm [4]