Core Insights - Merit Medical Systems, Inc. (MMSI) is identified as a quality business with strong organic growth and positive clinical trial results, indicating potential investment opportunities [1]. Group 1: Company Performance - MMSI has demonstrated robust organic growth, which is a positive indicator for its future performance [1]. - The company has achieved favorable outcomes in clinical trials, further enhancing its investment appeal [1]. Group 2: Investment Opportunities - The service "Value in Corporate Events" focuses on major corporate events such as earnings reports, M&A, and IPOs, providing actionable investment ideas [1]. - The investment group covers approximately 10 major events monthly, aiming to identify the best opportunities for investors [1].

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greifeld, taking you through to that closing bell with a global simulcast. It starts now.Carol Massar, Tim Stenovec joined us from the radio booth. Welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube. A very consequential day in markets on a very consequential week.A big focus on earnings, a big focus on geopolitics in Washington, and of course, a big focus ...

Core Insights - Medtronic plc reported second-quarter fiscal 2026 results that exceeded analyst expectations, leading to a more than 4% increase in share price intra-day [1] - The company raised its full-year outlook, driven by strong performance in its cardiovascular division [1] Financial Performance - Adjusted EPS for the quarter was $1.36, surpassing the consensus estimate of $1.31 [1] - Total revenue reached $9 billion, exceeding expectations of $8.87 billion, marking a 6.6% year-over-year increase, or 5.5% on an organic basis [1] Cardiovascular Division - The Cardiovascular Portfolio was the primary driver of growth, reporting a 10.8% revenue increase [2] - Revenue from Cardiac Ablation Solutions surged by 71%, with a remarkable 128% growth in the U.S., attributed to high demand for pulsed field ablation products [2] - This performance represented the strongest cardiovascular revenue results in over a decade, excluding pandemic-related distortions [2] Future Outlook - Based on first-half momentum, Medtronic raised its fiscal 2026 organic revenue growth forecast to approximately 5.5%, up from the previous estimate of 5.0% [3] - The company also increased its full-year adjusted EPS guidance to a range of $5.62–$5.66, compared to the prior range of $5.60–$5.66, aligning with analyst consensus [3]

Core Viewpoint - A class action securities lawsuit has been filed against Baxter International, Inc. to recover losses incurred by shareholders due to alleged securities fraud between February 23, 2022, and July 30, 2025 [2][4]. Group 1: Lawsuit Details - The lawsuit alleges that Baxter's Novum LVP product had systemic defects leading to malfunctions such as underinfusion, overinfusion, and non-delivery of fluids, posing serious risks to patients [3]. - It is claimed that Baxter was aware of multiple device malfunctions, injuries, and deaths related to these defects [3]. - Baxter's attempts to address these issues through customer alerts were deemed inadequate, as design flaws persisted and continued to harm patients [3]. - The lawsuit suggests that there was an increased risk of customers being instructed to take Novum LVPs out of service and that Baxter would halt all new sales of these pumps [3]. - Baxter's statements regarding the safety, efficacy, product rollout, customer feedback, and sales prospects of the Novum LVPs were allegedly materially false and misleading [3]. Group 2: Next Steps for Affected Shareholders - Shareholders who suffered losses during the specified timeframe are encouraged to learn about their rights to seek recovery, with no cost or obligation to participate [4]. Group 3: Legal Representation - Levi & Korsinsky LLP is highlighted as a nationally-recognized securities litigation firm with a strong track record in securing recoveries for shareholders [5]. - The firm has been ranked among the top securities litigation firms in the United States for seven consecutive years [5].

Core Insights - Dr. Y. Mark Hong has achieved a significant milestone by performing 200 TULSA Procedures™ independently, establishing a new model for MRI-guided prostate therapy [1][2][3] - The TULSA Procedure utilizes Profound Medical's TULSA-PRO system, which is AI-powered and allows for precise ablation of prostate tissue while preserving surrounding structures [2][6] - The TULSA Procedure is a non-invasive treatment option that has shown high success rates, rapid recovery, and minimal complications, positioning it as a potential first-line treatment for prostate cancer [4][7] Company Overview - Profound Medical Corp. is a commercial-stage medical device company focused on developing AI-powered, MRI-guided, incision-free therapies for tissue ablation [5] - The TULSA-PRO system combines real-time MRI, AI-enhanced planning, and robotic ultrasound technology, making it a unique offering in the prostate treatment market [6] - Profound is also exploring additional markets for its Sonalleve platform, which is CE marked and FDA approved for various non-invasive treatments [8]

Core Insights - Profound Medical Corp. has achieved a significant milestone with the TULSA Procedure, marking the first 200 procedures performed independently by a urologist without radiologist involvement, establishing a new model for MRI-guided prostate therapy [1][2][3] Company Overview - Profound Medical Corp. is a commercial-stage medical device company focused on developing and marketing AI-powered, MRI-guided, incision-free therapies for the ablation of diseased tissue [5][6] - The company is commercializing the TULSA-PRO® system, which combines real-time MRI, AI-enhanced planning, and robotically-driven ultrasound for precise prostate treatment [6][7] TULSA Procedure Details - The TULSA Procedure is a clinically proven treatment for prostate disease that utilizes robotically controlled ultrasound to ablate prostate tissue while preserving surrounding structures [2][6] - This procedure is performed in a single session, takes a few hours, and does not require hospitalization, with most patients reporting quick recovery [6][7] - The TULSA Procedure is designed to treat a wide range of prostate conditions, including low-, intermediate-, and high-risk prostate cancer, benign prostatic hyperplasia (BPH), and salvage therapy for radio-recurrent localized prostate cancer [6][8] Clinical Impact - Dr. Y. Mark Hong's independent execution of the TULSA Procedure demonstrates that urologists can safely perform the entire procedure, achieving excellent outcomes without the need for radiologist collaboration [2][3] - The procedure has shown to result in high cure rates, rapid recovery, and preservation of urinary and sexual function, with no procedural blood loss [3][4] Future Outlook - Dr. Hong believes that the TULSA Procedure represents the future of prostate disease treatment and may eventually replace radical prostatectomy as the first-line option for prostate cancer [4]

Core Insights - SI-BONE, Inc. will participate in the Piper Sandler 37th Annual Healthcare Conference on December 2, 2025, with a management-hosted fireside chat [1] - The company is a leader in developing technologies for surgical treatment of sacropelvic disorders, having supported over 4,900 physicians and performed over 135,000 procedures since 2009 [3] Company Overview - SI-BONE, Inc. specializes in minimally invasive SI joint surgery, having pioneered the iFuse Implant System [3] - The company has a strong clinical foundation with over 180 peer-reviewed publications, including four randomized controlled trials [3] - SI-BONE has expanded its offerings to adjacent markets, including adult deformity and pelvic trauma [3] Conference Participation - Investors can register to listen to the conference call and access a live audio webcast on the company's website [2] - The webcast will be archived for at least 90 days post-event [2]

Core Insights - Tactile Systems Technology, Inc. will participate in the Piper Sandler 37th Annual Healthcare Conference from December 2 to 4, 2025, with a fireside chat scheduled for December 2 at 8:00 a.m. Central Time [1] Company Overview - Tactile Medical is a leader in developing and marketing at-home therapies for chronic conditions such as lymphedema, lipedema, chronic venous insufficiency, and chronic pulmonary disease, aiming to improve patients' quality of life [3] - The company collaborates with clinicians to enhance clinical evidence, raise awareness, increase access to care, reduce healthcare costs, and improve the quality of life for tens of thousands of patients annually [3]

Core Viewpoint - A class action lawsuit has been filed against Inspire Medical Systems, Inc. for securities fraud following a significant stock drop due to alleged violations of federal securities laws [2][4]. Company Overview - Inspire Medical Systems, Inc. develops and manufactures an implantable medical device for the treatment of sleep apnea, with the latest version being Inspire V, which received FDA approval on August 2, 2024 [5]. Allegations and Issues - The lawsuit claims that Inspire misled investors by assuring them that all necessary steps were taken for the launch of Inspire V, while in reality, the company failed to prepare clinicians and payors adequately, leading to delays in adoption [6][7]. - The company faced weak demand for Inspire V as many customers had excess inventory of older devices [7]. Stock Performance - On August 4, 2025, Inspire disclosed that the launch of Inspire V would take longer than expected, resulting in a reduction of its 2025 earnings per share guidance by over 80% [8]. - Following this announcement, Inspire's stock price dropped by $42.04 per share, or more than 32%, from $129.95 to $87.91 between August 4 and August 5, 2025 [9].

Core Insights - Medtronic reported an earnings per share (EPS) of $1.36, exceeding the Zacks Consensus Estimate of $1.31, and showing growth from the previous year's EPS of $1.26 [2][6] - The company's revenue for the quarter reached approximately $8.96 billion, surpassing the estimated $8.87 billion, leading to an increased fiscal-year outlook [3][6] - Following the earnings report, Medtronic's stock saw an uptick, with a price-to-earnings (P/E) ratio of about 25.9 and a price-to-sales ratio of approximately 3.55 [4] Financial Performance - Medtronic's revenue growth reflects strong demand across various end markets and a healthy volume of medical procedures [2][3] - The enterprise value to sales ratio is around 3.50, while the enterprise value to operating cash flow ratio is approximately 17.0, indicating the company's valuation relative to its sales and cash flow [5] - The company maintains a balanced liquidity position with a current ratio of 1.02 and an earnings yield of about 3.86% [5]