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IQVIA Holdings Inc. (IQV) Presents at Citi's 2026 Unplugged MedTech and Life Sciences Access Day Transcript
Seeking Alpha· 2026-02-26 20:07
Core Insights - The discussion focuses on the performance of the TAS segment, highlighting a 7% growth in constant currency for the fourth quarter [2]. Group 1: Company Performance - The TAS segment experienced a notable growth of 7% in constant currency during the fourth quarter [2]. - Consulting services are emphasized as a key area of focus, particularly in relation to AI initiatives [2].
Edwards Lifesciences Corporation (EW) Presents at Citi's 2026 Unplugged MedTech and Life Sciences Access Day Transcript
Seeking Alpha· 2026-02-26 18:28
Question-and-Answer SessionJoanne WuenschCitigroup Inc., Research Division Well, I'm excited to spend some time with you. Anyway so -- chair makes noise, sorry about that in advance. One of the things that has come up as I talk to investors is the TAVR market. All right. And we went through this period middle of 2024 where it was slowing and I understood why it was slowing. And now we're in a period where it's accelerating. And I am -- I'd love your view on why did it slow, why did it accelerate to 11% of c ...
Intuitive Surgical or Abbott: Which MedTech Stock Is a Better Bet Now?
ZACKS· 2026-02-26 17:25
Key Takeaways Intuitive Surgical grew 2025 procedures 18% to 3.1M, with revenues up 21% on recurring sales strength.ISRG expanded its da Vinci base 12% and boosted margins despite tariffs and macro pressures.Abbott posted solid device and CGM growth, but Nutrition headwinds may weigh near term.Intuitive Surgical (ISRG) and Abbott Laboratories (ABT) closed 2025 with solid fourth-quarter performances, though their growth trajectories are expected to diverge going forward.Intuitive Surgical remains primarily f ...
CEO.CA's Inside the Boardroom: Why Ventripoint is the Most Profitable "Bolt-On" Solution for Modern Hospitals
TMX Newsfile· 2026-02-26 17:10
Core Insights - CEO.CA is a leading investor social network focused on junior resource and venture stocks, providing exclusive updates and insights to CEOs of junior mining explorers [1] - Founded in 2012, CEO.CA has become one of the most popular free financial websites and apps in Canada, attracting millions of global investors to share knowledge and discuss stocks and commodities [2][6] Company Overview - CEO.CA is a wholly owned subsidiary of EarthLabs, Inc., and has established itself as a prominent platform for small-cap investors, facilitating discussions among millions of users from over 164 countries [6][7] - The platform features industry-leading audience engagement and mobile functionality, enhancing the user experience for investors [2][6] Industry Engagement - The "Inside the Boardroom" interview series offers insights from industry leaders, allowing investors to understand their vision, challenges, and strategies [3] - An example highlighted is the interview with Dana Friesen of Summit Sciences Inc., discussing the advantages of Ventripoint Diagnostics Ltd.'s VMS+ system, which can save hospitals significant costs by reducing wait times for cardiac MRIs [4] Opportunities for Companies - Companies interested in showcasing their profiles on the "Inside the Boardroom" series can reach out to CEO.CA for collaboration opportunities [5]
Edwards Lifesciences (NYSE:EW) 2026 Conference Transcript
2026-02-26 16:17
Summary of Edwards Lifesciences Conference Call Company Overview - **Company**: Edwards Lifesciences (NYSE: EW) - **Industry**: Medical Technology, specifically focusing on heart valve therapies and critical care technologies Key Points TAVR Market Dynamics - The TAVR (Transcatheter Aortic Valve Replacement) market experienced an acceleration in growth, reaching **11% revenue growth** in the latest quarter, compared to a market growth of **7% to 8%** [5][6] - Factors contributing to this growth include the introduction of new therapies like **EVOQUE** and positive clinical trial results from the **EARLY TAVR Trial** [6][7] - Hospitals are returning to a status quo, adjusting their capacities to accommodate new therapies, which had previously lagged [6] Clinical Trials and Regulatory Changes - The upcoming **NCD (National Coverage Determination)** guidelines in the U.S. are expected to evolve, similar to changes seen in Europe in 2025, which may further influence TAVR adoption [8][12] - Feedback on the NCD process has been limited, with a draft expected in **June or July** [12] - The company is optimistic about the potential benefits of TAVR for patients with moderate aortic stenosis, with trial results anticipated in **December** [35][36] Market Share and Pricing - Edwards gained market share in Europe due to a competitor exiting the region, reallocating their position across competitors [20] - Pricing for TAVR has remained stable globally, with expectations of average selling price compression as hospitals increase volumes [21][23] TMTT (Transcatheter Mitral and Tricuspid Therapies) - The TMTT segment is growing, with a focus on both mitral and tricuspid therapies, although mitral TEER (Transcatheter Edge-to-Edge Repair) currently represents a larger share of the business [44][51] - The company is awaiting data on tricuspid TEER and has enrolled trials for functional mitral regurgitation (FMR) [49][50] Innovations and Acquisitions - Recent acquisitions include **JC Medical**, focusing on aortic regurgitation, and **Cordella**, a heart failure management technology [101][102] - The company emphasizes the importance of innovation in sustaining growth in surgical and transcatheter therapies [86][87] Financial Outlook - Edwards maintains a sales growth guidance of **8%-10%** for the company and **6%-8%** for TAVR, reflecting increased confidence in their growth trajectory [116][120] - The company plans to continue share repurchases, having bought back nearly **$900 million** in stock last year [111][113] Broader Market Context - The MedTech sector has faced challenges, but Edwards remains optimistic about its growth potential and the number of untreated patients [122][124] - The company aims to increase awareness of mitral and tricuspid diseases, which are currently under-treated compared to aortic stenosis [65][71] Future Expectations - In the next year, discussions will likely focus on the outcomes of the NCD, the evolution of U.S. guidelines, and the penetration of new products like **PASCAL**, **EVOQUE**, and **SAPIEN M3** into the market [126][128] Additional Insights - The company is focused on educating both patients and physicians about heart diseases and treatment options, which is crucial for increasing treatment rates [77][82] - The role of robotic surgery in cardiac procedures remains uncertain, but the company welcomes advancements in this area [92][93]
How Is Stryker's Stock Performance Compared to Other Healthcare Stocks?
Yahoo Finance· 2026-02-26 16:06
With a market cap of around $147 billion, Stryker Corporation (SYK) is a global medical technology company that develops and markets innovative products for use by doctors, hospitals, and healthcare facilities across approximately 61 countries. It operates primarily through its MedSurg and Neurotechnology, and Orthopaedics segments, offering solutions ranging from surgical equipment and AI-assisted virtual care to stroke treatment and patient safety technologies. Companies valued at $10 billion or more a ...
Anika Therapeutics(ANIK) - 2025 Q4 - Earnings Call Transcript
2026-02-26 14:32
Anika Therapeutics (NasdaqGS:ANIK) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsIan W. McLeod - SVP, Chief Accounting Officer and TreasurerMatt Hall - Executive Director of Corporate Development and Investor RelationsSteve Griffin - President and CEOConference Call ParticipantsAnderson Schock - MedTech Equity Research AnalystMichael Petusky - Managing Director and Senior Research AnalystOperatorGood morning, ladies and gentlemen, and welcome to Anika's Q4 and year-end earnings con ...
Vericel (VCEL) - 2025 Q4 - Earnings Call Transcript
2026-02-26 14:32
Vericel (NasdaqGM:VCEL) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsEric Burns - VP of Finance and Investor RelationsJeffrey Cohen - Managing Director and Director of Equity ResearchJoe Mara - CFOJosh Jennings - Managing DirectorNick Colangelo - President and CEOConference Call ParticipantsMason Carrico - Research AnalystRyan Zimmerman - Managing Director and Medical Technology AnalystSwayampakula Ramakanth - Managing Director and Senior Healthcare AnalystNone - AnalystNone - Ana ...
城西科创大走廊浙大成果转化基地迎来“开门红”
Hang Zhou Ri Bao· 2026-02-26 02:18
林鑫团队在安装无人机和智能货箱 周春琳团队在做相关实验 马年新春的余韵还未散去,城西科创大走廊浙大成果转化基地已是一派繁忙景象。实验室内灯火通 明、金融资本接连涌入、产业项目加速落地,马年首个工作周,成果转化基地捷报频传,喜迎"开门 红"。 数千万元投资落地 "硬核"手术机器人冲刺临床 在成果转化基地3楼的科学家实验室,一场历时6年的科研长跑,正依托科技金融的助力迈向终点。 "就在前两天,数千万元的天使轮投资正式到位。"浙江大学控制科学与工程学院副教授、杭州大士 科技有限公司创始人周春琳欣喜地向记者介绍。其团队研发的碘—125放射性粒子植入手术机器人已完 成产品定型和型检,即将进入临床试验阶段,"资金到位,让我们更有底气了!" 能够获得如此大额的投资,主要源于技术所具备的"硬核"实力。作为一种常用于恶性肿瘤治疗的核 药,碘—125放射性同位素通常在常规疗法无法取得有效治疗效果时,被用作"最后的救命手段"。然 而,目前该粒子的植入操作主要依赖医生手动完成,不仅对操作精准度提出了极高要求,还使医护人员 面临辐射暴露的风险。 面对这一痛点,周春琳团队跳出传统工业机械臂仿人手操作的思路,转向开辟机器人技术新路 径," ...
MIMEDX Announces Record Fourth Quarter and Full Year 2025 Operating and Financial Results
Globenewswire· 2026-02-25 21:01
Net Sales Grew 27% Year-Over-Year for the Fourth Quarter and 20% for the Full Year Fourth Quarter GAAP Net Income and Earnings Per Share were $15 million and $0.10, Respectively Fourth Quarter Adjusted EBITDA1 was $29 Million, or 25% of Net Sales Company Estimates 2026 Net Sales in a Range of $340-360 Million Announces $100 Million Share Repurchase Program Authorization Management to Host Conference Call Today, February 25, 2026, at 4:30 PM ET MARIETTA, Ga., Feb. 25, 2026 (GLOBE NEWSWIRE) -- MiMedx Group, I ...