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AxoGen (NasdaqCM:AXGN) FY Earnings Call Presentation
2026-01-15 18:30
Market Opportunity & Growth Strategy - The US nerve care market represents a large and underserved $56 billion opportunity[9] - Axogen is pursuing a strategic plan (2025-2028) with a revenue CAGR target of 15-20%[25, 72] - The company aims to achieve operational cash flow exceeding $60 million per year by the end of 2028[73] Clinical & Technological Leadership - Avance is the first FDA-approved biologic treatment for nerve discontinuities in patients aged one month and older[18] - Axogen has treated over 200,000 patients and has over 300 clinical and scientific publications supporting its nerve repair algorithm[26] - Allograft is increasingly preferred for nerve repair, with 41% preferring it for gaps >2cm in 2024[33] Reimbursement & Coverage - Approximately 35% of commercial lives remain uncovered, indicating an opportunity for expanded coverage[24, 46] - In FY25, 198 million lives were added across ten regional BCBS plans (182 million private; 16 million Medicare Advantage)[48] - New outpatient code group and Level 3 Nerve Procedure Code increases reimbursement for hospitals and ASC's[49] Financial Performance - Axogen's revenue has grown from $599 million in 2021 to $2252 million in 2025, representing a 149% 5-year CAGR[66, 67] - The company is expanding EBITDA, with projections of $198 million and $214 million for EBITDA and Adjusted EBITDA respectively in 2025[69]
JPM26: Boston Scientific acquires Penumbra in $14.5bn deal
Yahoo Finance· 2026-01-15 18:23
Boston Scientific has agreed to acquire Penumbra in a deal worth around $14.5bn, a move that will expand the medtech giant’s offerings in ‘fast-growing segments’ within the vascular care space. Under the deal, Boston will inherit Penumbra products, including the US company’s Lightning Bolt and Lightning Flash computer-assisted vacuum thrombectomy (CAVT) systems for removing blood clots in the arterial, venous and pulmonary vessels. The systems received US Food and Drug Administration (FDA) clearance in 20 ...
Becton, Dickinson Wins FDA Clearance For Next-Gen Breast Biopsy Device, Launch Set For 2026
Benzinga· 2026-01-15 17:38
The U.S. Food and Drug Administration on Thursday granted 510(k) clearance for Becton, Dickinson and Company’s (NYSE:BDX) new breast biopsy system.The FDA approved BD’s EnCor EnCompass Breast Biopsy and Tissue Removal System, which is expected to hit the market in early 2026.This system is designed to enhance the biopsy experience by allowing clinicians to perform procedures across various breast imaging modalities.The EnCor EnCompass system features advanced capabilities, including high and low vacuum stre ...
Boston Scientific to acquire Penumbra in $14.5B deal
Proactiveinvestors NA· 2026-01-15 17:05
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Dividend King Abbott Shows Why 52 Consecutive Increases Weren’t Luck With Strong Cash Flow Coverage
Yahoo Finance· 2026-01-15 16:55
Quick Read Abbott Laboratories (ABT) raised its quarterly dividend to $0.63 for a 6.8% increase. Abbott has now increased dividends for 52 consecutive years. Abbott generated $6.35B in free cash flow during 2024. Dividend payments totaled $3.84B for a 60.4% payout ratio. Medical devices grew 12.5% in Q3 2025 for Abbott. FreeStyle Libre generated $2B in quarterly revenue. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality ...
Kuehn Law Encourages Investors of Integer Holdings Corporation to Contact Law Firm
TMX Newsfile· 2026-01-15 16:39
Core Viewpoint - Kuehn Law, PLLC is investigating potential breaches of fiduciary duties by officers and directors of Integer Holdings Corporation (NYSE: ITGR) related to shareholder interests [1]. Group 1: Allegations of Misrepresentation - A federal securities lawsuit claims that insiders at Integer misrepresented the company's competitive position in the expanding EP manufacturing market [2]. - The lawsuit alleges that Integer overstated its visibility into customer demand while actually experiencing a decline in sales for two of its EP devices [2]. - Integer is accused of mischaracterizing its EP devices as a long-term growth driver for its C&V segment, leading to materially false and misleading statements about the company's business and prospects [2].
Alphatec Holdings, Inc. (ATEC) Shares Preliminary 2025 Results and 2026 Outlook
Yahoo Finance· 2026-01-15 16:35
Core Insights - Alphatec Holdings, Inc. (NASDAQ:ATEC) is recognized as one of the top 14 booming stocks to consider for investment at present [1] Financial Performance - Preliminary total revenue for 2025 increased by 25%, expected to be between $763.4 million and $764.4 million, primarily driven by a 26% surge in surgical revenue [2] - The company reaffirmed its full-year guidance for adjusted EBITDA at $91 million and ended the year with a cash balance of $161 million [2] 2026 Outlook - For fiscal 2026, Alphatec projects revenue of $890 million, with 90% expected to be surgical-related [3] - Adjusted EBITDA is anticipated to be around $130 million, and free cash flow for the year is forecasted at approximately $20 million [3] Strategic Developments - On the same day, Alphatec announced a strategic agreement with Theradaptive, Inc. to acquire exclusive distribution rights in the U.S. for Theradaptive's rhBMP-2 solution, OsteoAdapt, enhancing its position in the procedural ecosystem [4] Market Sentiment - Wall Street has a bullish outlook on Alphatec, with a consensus Strong Buy rating and a one-year average share price target of $24.55, indicating an upside of nearly 40% as of January 12 [5]
Penumbra Stock Jumps. It’s Being Bought by Boston Scientific for $14.5 Billion.
Barrons· 2026-01-15 16:16
Boston Scientific has agreed to acquire Penumbra in a cash-and-stock deal worth $14.5 billion. ...
Lightning Flashes As Boston Scientific Takes Over Penumbra For $14.5 Billion
Investors· 2026-01-15 16:03
Boston Scientific (BSX) will buy Penumbra (PEN) for $14.5 billion, or $374 a share, the medtechs announced before the open. The move expand Boston Scientific's cardiovascular reach. Boston Sci shares fell before the open while Penumbra stock jumped. Penumbra specializes in mechanical thrombectomy and neurovascular fields, with products to treat pulmonary embolism, stroke, deep vein thrombosis, acute limb ischemia, heart… ...
3 Medical Device Companies in Focus for Monetizing Data and Analytics
ZACKS· 2026-01-15 15:41
Key Takeaways MDT is embedding AI and analytics into devices to deliver procedure-level insights and personalized care.IQV monetizes healthcare data via Connected Intelligence, RWE, and analytics platforms for life sciences.GEHC uses an Enterprise Data Hub to integrate imaging and clinical data into subscription analytics.Medical device companies are increasingly evolving from hardware vendors to data-driven services organizations, unlocking new revenue opportunities and providing value-added insights to he ...