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TransMedics Group (NasdaqGM:TMDX) FY Earnings Call Presentation
2026-01-12 23:00
Establishing the New Standard of Care for Organ Transplantation Waleed Hassanein, MD President & CEO January 2026 Cautionary Note Regarding Forward Looking Statements This presentation contains forward-looking statements. These forward-looking statements address various matters, including, among other things, future results and events, including growth initiatives and strategies, including potential timelines for products, services, and future product and services candidates, and those relating to the compa ...
CONMED (NYSE:CNMD) FY Earnings Call Presentation
2026-01-12 23:00
J.P. Morgan 44th Annual Healthcare Conference Pat J. Beyer President and Chief Executive Officer Todd W. Garner Executive Vice President and Chief Financial Officer January 12th, 2026 Forward-Looking Information This presentation may contain forward-looking statements based on certain assumptions and contingencies that involve risks and uncertainties, which could cause actual results, performance, or trends to differ materially from those expressed in the forward-looking statements herein or in previous dis ...
INVESTOR ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Beta Bionics
Businesswire· 2026-01-12 22:45
Core Viewpoint - Beta Bionics, Inc. is under investigation for potentially issuing misleading statements and failing to disclose important information to investors, leading to a significant drop in its stock price by approximately 37% [2]. Group 1: Company Overview - Beta Bionics, Inc. is listed on NASDAQ under the ticker BBNX [1]. - The company experienced a sharp decline in its stock price, dropping around 37% on January 9, 2026, following an announcement regarding lower-than-expected patient starts in the fourth quarter [2]. Group 2: Legal Investigation - The investigation by Faruqi & Faruqi, LLP focuses on whether Beta Bionics misled investors or failed to disclose critical information [2]. - Faruqi & Faruqi, LLP is a national securities law firm with a history of recovering hundreds of millions of dollars for investors since its establishment in 1995 [1].
Bausch + Lomb (NYSE:BLCO) FY Earnings Call Presentation
2026-01-12 21:30
Financial Targets (2025-2028) - The company projects a constant currency (CC) revenue compound annual growth rate (CAGR) of 5-7% from 2025 to 2028[15, 42] - The company anticipates an adjusted EBITDA margin (excluding Acquired IPR&D) of approximately 23% in 2028[15, 42] - The company aims for an adjusted cash flow from operations to adjusted EBITDA conversion of approximately 50% in 2028[37, 42] - The company targets a net leverage ratio of approximately 3.5x by the end of 2028[37, 42] - The company expects double-digit adjusted EPS growth from 2026 to 2028[37, 42] Pipeline and Product Launches - The company's pipeline products have potential peak sales of approximately $7 billion[15] - The company anticipates franchise peak sales of approximately $300 million for an advanced preservative-free lipid-based formulation launching in the first half of 2026[23] - The company anticipates franchise peak sales of approximately $600 million for products expanding the market by addressing all stages of AMD, launching in the first half of 2026[23] - The company anticipates franchise peak sales of approximately $450 million for enhanced comfort contact lens with the addition of hyaluronic acid, launching in 1H27[23] Consumer Brands - The company is the 1 global OTC eye health company with +7% last twelve months (LTM) constant currency revenue growth[22]
Medtronic has 'significant firepower' for multiple acquisitions, executives say
Reuters· 2026-01-12 21:14
Medtronic has "significant firepower" to pursue acquisitions as the medical device maker evaluates opportunities to expand its portfolio, executives said at a major industry conference that kicked off... ...
Nyxoah Announces Preliminary Results for the Fourth Quarter and Full Year 2025 and Provides Revenue Guidance for the First Quarter of 2026
Globenewswire· 2026-01-12 21:05
Core Insights - Nyxoah reported strong preliminary results for Q4 and full year 2025, driven by successful U.S. commercialization of its Genio system for Obstructive Sleep Apnea (OSA) treatment [1][3] - The company anticipates continued revenue growth, with guidance indicating a 25% increase in U.S. net revenue for Q1 2026 compared to Q4 2025 [8] Financial Performance - For Q4 2025, gross revenue is expected to be approximately €6.3 million, with net revenue around €5.7 million, marking a 348% increase from €1.3 million in Q4 2024 [7] - Full year 2025 gross revenue is projected at €11.0 million, with net revenue of approximately €10.0 million, representing a 122% increase from €4.5 million in 2024 [7] - U.S. gross revenue for Q4 2025 is expected to be about €3.9 million, with net revenue around €3.5 million after deferred revenue deductions [7] Market Expansion and Strategy - The company has trained 145 surgeons on the Genio system and activated 57 accounts in the U.S. as of December 31, 2025 [7] - Nyxoah aims to expand Genio adoption in the U.S. throughout 2026, supported by a waiting list for additional surgeon training and patient implants [3] Upcoming Events - Nyxoah will present at the 44th Annual J.P. Morgan Healthcare Conference on January 15, 2026, at 12:00 p.m. Pacific Time [5]
ITGR STOCK DROP ALERT: Integer Holdings Corporation Stock Plummets 32% on Weak Demand, Investors Notified to Contact BFA Law About the Class Action Lawsuit
TMX Newsfile· 2026-01-12 20:36
Core Viewpoint - A class action lawsuit has been filed against Integer Holdings Corporation and its senior executives for securities fraud following a significant drop in stock price due to alleged violations of federal securities laws [1][3]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Southern District of New York, titled West Palm Beach Firefighters' Pension Fund v. Integer Holdings Corporation, et al., No. 1:25-cv-10251 [3]. - Investors have until February 9, 2026, to request to be appointed to lead the case [3]. Group 2: Company Performance and Allegations - Integer designs and manufactures cardiac rhythm management and cardiovascular products, including electrophysiology devices [4]. - The company allegedly overstated demand for its EP devices while public assurances contradicted the actual decline in demand and revenue from these products [5]. Group 3: Stock Price Impact - On October 23, 2025, Integer lowered its 2025 sales guidance to between $1.840 billion and $1.854 billion, down from $1.850 billion to $1.876 billion, which was below analysts' expectations [6]. - The company projected poor net sales growth of -2% to 2% and organic sales growth of 0% to 4% for 2026, admitting that two of its EP devices had slower than expected adoption [6]. - Following this announcement, Integer's stock price fell by $35.22 per share, a decrease of over 32%, from $109.11 on October 22, 2025, to $73.89 on October 23, 2025 [6].
Dexcom, Inc. (NASDAQ:DXCM) Overview and Financial Highlights
Financial Modeling Prep· 2026-01-12 20:07
Core Viewpoint - Dexcom, Inc. is a key player in the medical technology sector, focusing on continuous glucose monitoring systems for diabetes management, with a recent price target set by Barclays indicating a slight potential upside for investors [1][5]. Financial Performance - Dexcom announced preliminary, unaudited financial results for Q4 and fiscal year 2025, along with an initial outlook for 2026 [2][5]. - The stock price is currently at $68.96, reflecting a 2.31% increase or $1.56 from previous trading [2]. Stock Performance - Over the past year, Dexcom's stock has seen significant fluctuations, with a high of $93.25 and a low of $54.11, indicating volatility in the market [3][5]. - The company maintains a market capitalization of approximately $26.98 billion, suggesting strong investor confidence in its growth potential [3]. Market Activity - Today's trading volume for Dexcom is 1,976,722 shares, indicating active investor interest in the stock [4]. - Barclays' price target of $71 reflects market anticipation of Dexcom's future growth, supported by its recent financial announcements [4][5].
ResMed (NYSE:RMD) FY Earnings Call Presentation
2026-01-12 18:30
Financial Performance & Growth - ResMed's Last Twelve Months (LTM) Q1 2026 revenue reached $5.3 billion[10] - The company's LTM Q1 2026 GAAP operating margin was 33%, and the non-GAAP operating margin was 35%[10] - Free cash flow for LTM Q1 FY26 was approximately $1.8 billion, representing a 31% year-over-year growth[16] - ResMed has a strong balance sheet with a net cash position of $715 million as of Q1 FY26[16] - Revenue grew at a Compound Annual Growth Rate (CAGR) of 12% (GAAP) and 14% (Non-GAAP) from LTM Q1 2021 to LTM Q1 2026[80] - EPS grew at a CAGR of 16% (GAAP) and 14% (Non-GAAP) from LTM Q1 2021 to LTM Q1 2026[80] Market & Strategy - ResMed targets a large and underpenetrated market, including over 1 billion people with sleep apnea and 480 million with COPD[17] - Less than 20% of the Obstructive Sleep Apnea (OSA) market is diagnosed or treated in the U.S., and less than 10% in the rest of the world[18] - ResMed invests 6% - 7% of revenue in Research and Development (R&D)[75] - The company anticipates high single-digit percentage revenue growth with earnings growth exceeding revenue growth, underpinned by its 2030 strategy[83]
INTEGER HOLDINGS CORPORATION SECURITIES FRAUD NOTICE: Berger Montague Informs Integer Holdings Corporation (ITGR) Investors of Securities Fraud Lawsuit
TMX Newsfile· 2026-01-12 17:11
Core Viewpoint - A class action lawsuit has been filed against Integer Holdings Corporation for allegedly misleading investors regarding its business operations and sales performance during the specified Class Period [1][3]. Group 1: Lawsuit Details - The lawsuit is on behalf of investors who acquired Integer securities from July 25, 2024, to October 22, 2025 [1][2]. - Investors have until February 9, 2026, to seek appointment as lead plaintiff representatives [2]. Group 2: Allegations Against the Company - The complaint claims that Integer overstated its competitive positioning in the market [3]. - It alleges that the company experienced undisclosed deterioration in sales of its electrophysiology devices [3]. - The company mischaracterized the key drivers of its growth, leading to a significant stock price drop of $35.22 per share, a decline exceeding 32% in one day following a reduction in sales guidance [3].