Core Insights - Enovis Corporation reported a third-quarter net sales of $549 million, reflecting a 9% increase on a reported basis and a 7% increase on an organic basis compared to the same quarter in 2024 [2][14] - The company experienced a net loss of $571 million, primarily due to a non-cash goodwill impairment charge of $548 million, which does not affect future operations [3][4] - Enovis updated its 2025 financial outlook, projecting revenue between $2.24 billion and $2.27 billion and adjusted EBITDA between $395 million and $405 million [5] Financial Performance - Third-quarter net sales reached $549 million, with Recon sales growing 12% and P&R sales growing 6% year-over-year [2][14] - The adjusted EBITDA for the third quarter was $95 million, representing a margin of 17.3% [3][12] - The adjusted net earnings per diluted share were reported at $0.75, while the net loss per share was $9.99 [4][20] Strategic Focus - The company is concentrating on commercial execution, innovation, operational excellence, and financial discipline to drive profitable growth [5][6] - Enovis completed the divestiture of its Diabetic Footcare business unit for total proceeds of up to $60 million, which contributed to the revenue reduction in the updated guidance [5][14] Market Position - Enovis is positioned as an innovation-driven medical technology growth company, focusing on enhancing patient outcomes and operational efficiency for healthcare providers [7][8] - The company aims to leverage its diversified growth platform to maintain momentum in new product introductions and stable end markets [2][14]

Financial Performance - The company reported underlying revenue growth of 50% in Q3 2025, consistent with H1[8] - Total revenue for Q3 2025 reached $1501 million[13] - The company is raising free cash flow guidance from over $600 million to around $750 million[10, 33] - The company maintains its 2025 trading margin guidance of 190-200%[33] Business Segment Performance - Orthopaedics revenue reached $577 million, with underlying growth of 41%[14, 17] - Sports Medicine & ENT revenue was $469 million, reflecting underlying growth of 51%[14, 21] - Advanced Wound Management (AWM) achieved revenue of $455 million, with underlying growth of 60%[14, 27] Regional Performance - The US market grew by 55% with revenue of $789 million[14] - Emerging Markets grew by 54% with revenue of $265 million[14] - Other Established Markets increased by 39% with revenue of $447 million[14] Key Growth Drivers and Outlook - The company expects ongoing improvement in US Recon through the 12-Point Plan, along with continued strong performance in Sports & ENT (excluding China) and AWM[34] - The company anticipates approximately 150 bps growth headwind from China[34] - Innovation, including products like REGENETEN, CARTIHEAL, and ALLEVYN CC, is expected to drive future growth[35, 39]

Core Insights - Zimmer Biomet Holdings, Inc. is a global leader in musculoskeletal healthcare, focusing on orthopedic reconstructive products and competing with major players like Stryker Corporation and Johnson & Johnson [1] Financial Performance - In the third quarter, Zimmer Biomet reported an adjusted EPS of $1.90, a 9.2% increase year-over-year, exceeding the Zacks Consensus Estimate by 1.06% [3] - The company's revenue grew by 9.7% to $2 billion, but this fell short of expectations, resulting in an 8.1% decline in pre-market trading [3] Stock Performance - The current stock price for ZBH is $87.58, reflecting a decrease of 15.12% with a change of -$15.6, and has fluctuated between a low of $85.84 and a high of $93.94 today [4] - Over the past year, the stock reached a high of $114.72 and a low of $85.84, with a market capitalization of approximately $17.35 billion [4] Analyst Outlook - On November 5, 2025, Rick Wise from Stifel Nicolaus set a price target of $110 for ZBH, indicating a potential upside of approximately 25.13% from the current trading price of $87.91 [2] - Despite recent challenges, the company reaffirmed its EPS guidance while narrowing its revenue growth outlook for 2025 [5] - The trading volume for the day is 8,564,601 shares on the NYSE, indicating active investor interest [5]

Core Insights - Conmed reported revenue of $337.93 million for the quarter ended September 2025, reflecting a year-over-year increase of 6.7% and exceeding the Zacks Consensus Estimate of $336.52 million by 0.42% [1] - The company's EPS for the quarter was $1.08, up from $1.05 in the same quarter last year, resulting in an EPS surprise of 2.86% compared to the consensus estimate of $1.05 [1] Revenue Breakdown - International revenue reached $143.9 million, a 7.8% increase year-over-year, but below the average estimate of $148.63 million [4] - Domestic revenue was reported at $194 million, surpassing the average estimate of $187.89 million, with a year-over-year growth of 5.9% [4] - Net sales for single-use products totaled $289.2 million, slightly above the average estimate of $288.97 million, marking a 6.8% increase year-over-year [4] - General surgery net sales were $199.7 million, close to the average estimate of $200.27 million, reflecting a 7.3% year-over-year change [4] - Orthopedic surgery net sales amounted to $138.2 million, exceeding the average estimate of $136.24 million, with a year-over-year increase of 5.9% [4] - Capital products net sales were reported at $48.7 million, above the average estimate of $47.55 million, showing a 6.1% increase compared to the previous year [4] Stock Performance - Conmed's shares have returned -0.4% over the past month, while the Zacks S&P 500 composite has increased by 1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

NEW YORK, Nov. 05, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Baxter International Inc. (NYSE: BAX) between February 23, 2022 and July 30, 2025, both dates inclusive (the “Class Period”), of the important December 15, 2025 lead plaintiff deadline. SO WHAT: If you purchased Baxter common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arra ...

Core Viewpoint - Fortinet, Inc. is facing a class action lawsuit alleging securities fraud due to misleading statements about the company's product upgrade cycle and revenue expectations [3][4]. Group 1: Lawsuit Details - The class action lawsuit is on behalf of investors who purchased Fortinet securities between November 8, 2024, and August 6, 2025 [3]. - Allegations include that Fortinet's management made materially false statements regarding a "record" round of FortiGate unit upgrades, claiming it would generate $400 million to $450 million in product revenue for 2025 and 2026 [3]. - The lawsuit asserts that the management misrepresented the upgrade cycle's potential, stating it would gain momentum in the second half of 2025, while in reality, it was not as lucrative as claimed [3]. Group 2: Financial Impact - On August 6, 2025, Fortinet reported that it was only "approximately 40% to 50% of the way through" the 2026 firewall upgrade cycle, which was below investor expectations [4]. - Following the release of weaker-than-expected revenue guidance for the third quarter, Fortinet's share price dropped by $21.28, or approximately 22%, from $96.58 to $75.30 [4]. Group 3: Investor Actions - Investors have until November 21, 2025, to request the Court to appoint them as lead plaintiff in the class action lawsuit [2]. - Interested investors are encouraged to contact Kirby McInerney LLP for more information regarding their rights or interests in the lawsuit [5].

Core Viewpoint - Rosen Law Firm is encouraging investors of DexCom, Inc. to secure legal counsel before the December 29, 2025 deadline for a securities class action lawsuit related to misleading statements made by the company during the class period from July 26, 2024, to September 17, 2025 [1][2]. Group 1: Class Action Details - Investors who purchased DexCom securities during the specified class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and potential lead plaintiffs must act by December 29, 2025 [3]. - The lawsuit alleges that DexCom made false statements regarding the reliability and safety of its G6 and G7 continuous glucose monitoring systems, which were not authorized by the FDA [5]. Group 2: Allegations Against DexCom - The lawsuit claims that DexCom's design changes to the G6 and G7 systems rendered them less reliable, posing health risks to users [5]. - It is alleged that the company overstated the enhancements and reliability of the G7 device while downplaying the severity of the issues related to the devices [5]. - The allegations suggest that DexCom faced increased regulatory scrutiny and potential legal, reputational, and financial harm due to these misleading statements [5]. 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 at the time [4]. - The firm has been consistently ranked among the top firms for securities class action settlements and has recovered hundreds of millions of dollars for investors [4]. - In 2019, the firm secured over $438 million for investors, showcasing its effectiveness in representing clients [4].

Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of DexCom, Inc. regarding a class action lawsuit alleging that the company made misleading statements about its glucose monitoring products, G6 and G7, which may have health risks for users [1][3]. Group 1: Allegations Against DexCom - The complaint claims that DexCom made unauthorized design changes to the G6 and G7 glucose monitoring products, which were not approved by the U.S. Food and Drug Administration [3]. - These design changes allegedly made the G6 and G7 less reliable than previous versions, posing a material health risk to users who depend on these devices for accurate glucose readings [3]. - The enhancements claimed for the G7, including its reliability, accuracy, and functionality, were reportedly overstated by the defendants [3]. - The severity of the issues and health risks associated with the altered G7 devices was allegedly downplayed by the defendants [3]. - As a result of these actions, DexCom faced increased risks of regulatory scrutiny and potential legal, reputational, and financial harm [3]. - The public statements made by the defendants were claimed to be materially false and misleading throughout the relevant period [3]. Group 2: Class Action Details - The class period for the lawsuit is defined as July 26, 2024, to September 17, 2025 [3]. - Shareholders are encouraged to register for the class action by December 26, 2025, to be eligible for potential recovery [4]. - Once registered, shareholders will receive updates on the case through a portfolio monitoring software [4]. Group 3: Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting the rights of investors affected by deceit and illegal business practices [5]. - The firm aims to ensure that companies engage in responsible business practices and seeks recovery for investors who have suffered losses due to misleading statements or omissions [5].

Core Viewpoint - The article discusses a securities fraud class action lawsuit against DexCom, Inc. related to misleading statements and undisclosed risks associated with its G6 and G7 glucose monitoring devices, which allegedly posed health risks to users [3]. Summary by Sections Lawsuit Details - The lawsuit is on behalf of investors who purchased DexCom securities between July 26, 2024, and September 17, 2025, alleging that the company made unauthorized design changes to its G6 and G7 devices, compromising their reliability and safety [3]. - Allegations include that DexCom overstated the enhancements and reliability of the G7 devices while downplaying the severity of health risks associated with them [3]. Regulatory Issues - On March 7, 2025, DexCom received a warning letter from the FDA regarding manufacturing and quality management concerns, leading to a share price decline of approximately 9.15%, from $77.84 to $70.72 [4]. - The FDA's published warning on March 25, 2025, indicated that the G6 and G7 devices were "adulterated" due to unauthorized modifications, causing inaccuracies that increased health risks for users, resulting in a further share price drop of about 2.4% [5]. Market Reactions - On September 8, 2025, Oppenheimer downgraded DexCom's rating from "outperform" to "perform," citing rising concerns about the G7's accuracy and performance, which led to a share price decline of approximately 3.1% [6]. - A report by Hunterbrook Media LLC on September 18, 2025, highlighted severe health risks linked to the G7 devices, including hospitalizations and fatalities, causing a significant share price drop of about 11% [7].

Financial Data and Key Metrics Changes - In Q3 2025, net revenue grew by 90% to $8.1 million compared to $4.3 million in the prior year period, driven by Eversense 365 US revenue of $6.4 million and $1.7 million from outside the US [15][18] - Gross profit was $3.5 million, an increase of $7.5 million from the prior year, primarily due to improved margins on the 365-day product sales [17] - Net loss decreased to $19.5 million, or $0.43 loss per share, compared to a net loss of $24 million, or $0.77 loss per share in Q3 2024 [18] Business Line Data and Key Metrics Changes - The third quarter saw a 160% increase in new patient shipments year-over-year, contributing to the overall revenue growth [5] - New insertions increased nearly 150% year-over-year and more than 50% sequentially, reflecting accelerating adoption of Eversense 365 [6] - Approximately 60% of new patients in Q3 originated from direct-to-consumer (DTC) advertising, with 40% from healthcare provider (HCP) referrals [6] Market Data and Key Metrics Changes - The number of providers actively prescribing Eversense grew by more than 55% year-over-year, indicating broadening awareness and confidence in the 365-day system [7] - Eon Care accounted for approximately one quarter of all insertions nationwide, enhancing access and standardizing patient experience [8] Company Strategy and Development Direction - The company executed a memorandum of understanding with Ascensia Diabetes Care to reassume control of Eversense commercialization, allowing for better control over strategy and investments [4] - The CE Mark application for Eversense 365 in Europe was submitted in February, with expectations for approval before the end of 2025 [8] - The company anticipates gross margins to grow to roughly 50% in 2026 and reach approximately 70% at scale for the unified business [13][21] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth trajectory, highlighting record new patient starts and the effectiveness of DTC marketing [24] - The company expects full-year 2025 global net revenue to be approximately $35 million, with a significant portion anticipated in Q4 due to new patient starts and reorders [19][20] - Management noted that cash utilization in 2025 is expected to be approximately $60 million, with a cash balance of $111.3 million as of September 30 [22] Other Important Information - The company is focused on expanding access to its unique system and advancing technology to simplify glucose testing for people with diabetes [13] - The transition from Ascensia is expected to enhance operational efficiency and improve margins [10][21] Q&A Session Summary Question: Can you discuss the growth opportunities in DTC? - Management noted a significant increase in switchers from existing CGM systems, with 90% of new patients coming from this group, primarily from Dexcom and Libre [28][29] Question: What is the expected timeline for the integration with Twist? - The first patients are expected to start in early Q1 2026, with a ramp-up anticipated later in the year [31][32] Question: How is the inserter network evolving? - The Eon network is crucial for expanding access, with a focus on training providers and increasing the number of inserters [36] Question: What is the status of private payers transitioning to bundled payment reimbursement? - Management expects continued transitions, with significant progress made in the first half of the year [40] Question: Can you provide an update on the CE Mark for Eversense 365? - The CE Mark application is in the final stages of review, with expectations for approval soon [72]