Core Viewpoint - Treace Medical Concepts, Inc. reported preliminary, unaudited revenue results for Q4 and full-year 2025, indicating a mixed performance with a decrease in quarterly revenue but an increase in annual revenue, while emphasizing the company's focus on expanding its market share in bunion procedures and improving profitability [1][9]. Financial Performance - Preliminary revenue for Q4 2025 is estimated to be between $62.1 million and $62.5 million, representing an approximate 9% decrease at the midpoint compared to Q4 2024 [9]. - For the full year 2025, preliminary revenue is projected to be between $212.3 million and $212.7 million, reflecting an approximate 2% increase at the midpoint compared to the previous year, aligning with prior revenue guidance of $211 million to $213 million [9]. Market Position and Strategy - The company experienced mid-single-digit case volume growth in Q4 2025, driven by surgeon adoption of its expanded suite of 3D bunion technologies [3]. - Treace added approximately 202 new active surgeons in 2025, ending the year with around 3,337 active surgeons, marking a 6% increase year-over-year and representing about 33% of the estimated 10,000 U.S. surgeons performing bunion surgery [9]. Future Outlook - While Treace is not providing full-year 2026 guidance at this time, it anticipates continued positive procedure volume growth, despite facing headwinds from broader economic conditions and a shift in product mix [4]. - The company plans to offer financial guidance for 2026 during its Q4 2025 earnings conference call scheduled for February 26, 2026 [5]. Company Overview - Treace Medical Concepts is focused on advancing surgical management standards for bunions and related midfoot deformities, addressing a significant market with approximately 67 million affected Americans, of which 1.1 million are annual surgical candidates [12]. - The company has developed the Lapiplasty3D Bunion Correction System, which aims to correct bunion deformities in all three planes and secure the unstable joint, thereby addressing the root cause of bunions [12].

Investor Presentation January 2026 This presentation contains forward-looking statements within the meaning of the Private Securities litigation Reform Act of 1995. Statements in this presentation that are not statements of historical fact are considered forward-looking statements, which are usually identified by the use of words such as "anticipates," believes," "continues," "could," "estimates," "expects," "intends," "may," "plans," "potential," "predicts," " projects," "seeks," "should," "will," "forecas ...

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Healthcare in China - **Focus**: Innovative drug industry and its global ambitions amid domestic challenges [1][11] Core Insights and Arguments - **Globalization Impact**: China's innovative drug industry is gaining global attention, driven by numerous license-out deals and strong clinical data. The industry is expected to leverage cost efficiency, a comprehensive supply chain, and favorable policies to continue its growth [1][11] - **Domestic Market Pressure**: The Basic Medical Insurance (BMI) system is under financial strain, with a 2.0% income growth in the first 10 months of 2025 and a significant surplus decline from RMB52.0 billion in 2024 to RMB27.3 billion in 2025. This indicates a challenging environment for domestic pharmaceutical sales [2] - **Regulatory Changes**: Chinese regulators have implemented transformative policies to control healthcare costs while promoting innovation. These include measures that compress margins for generic drugs but support R&D for innovative drugs [1][30] Investment Opportunities - **Favorable Segments**: The report favors biotech, pharmaceuticals, and Contract Research and Development Manufacturing Organizations (CRDMO) for investment, anticipating positive catalysts such as more out-licensing deals and accelerated progress of licensed assets [3] - **Company Recommendations**: - **Innovent**: Preferred for its co-development model with Takeda - **BeOne**: Noted for its leadership in BTK with Brukinsa - **Hansoh**: Expected solid growth from innovative drugs like almonertinib - **Huadong**: Defensive play with potential from GLP-1 franchise - **SNIBE**: Upgraded to Buy with a price objective of RMB74.0, reflecting strong growth potential [3][6] Clinical Trials and Cost Advantages - **Cost Efficiency**: Clinical trials in China are significantly cheaper than in developed markets, with over 40,000 clinical sites available, which enhances recruitment speed and reduces costs [14][16] - **Regulatory Framework**: Improvements in regulatory processes and a growing number of new drug IND applications (1,263 in 2024) indicate a robust environment for drug development [16][17] Supply Chain and Talent Pool - **Integrated Supply Chain**: China has established a comprehensive supply chain for drug R&D, ranking highly in various stages of drug development, including API manufacturing and clinical trials [21][24] - **Talent Availability**: The country produces over 5 million STEM graduates annually, providing a vast talent pool for the pharmaceutical industry [26] Policy Environment - **Transformative Policies**: Key policies include joining the International Council for Harmonisation (ICH), implementing Value-Based Procurement (VBP) for generics, and introducing measures to support innovative drug development [30][31] Patent Cliff Risks for MNCs - **Patent Expirations**: Major multinational corporations face significant patent expirations over the next few years, with key drugs contributing over 25% of their revenue at risk [32][35] Additional Insights - **Market Dynamics**: The shift towards innovative drugs is reshaping the competitive landscape, with companies needing to adapt to cost-containment measures affecting generic drug margins [30] - **Investment Risks**: The domestic market's pressure and the sustainability of the BMI system pose risks to pharmaceutical companies operating primarily in China [2][3]

SciSparc intends to commence commercialization of these patented technologies immediately following the transaction closing TEL AVIV, Israel, Jan. 13, 2026 (GLOBE NEWSWIRE) -- SciSparc Ltd. (Nasdaq: SPRC) (“Company” or “SciSparc”), a company engaged in clinical-stage pharmaceutical developments through its majority-owned subsidiary NeuroThera Labs Inc., announced today the signing of a definitive agreement to acquire a treasury of patents, trademarks and intellectual property rights for innovative endoscopi ...

Introduces BD Neopakâ"¢ Glass Prefillable Syringe production in Columbus, Nebraska FRANKLIN LAKES, N.J., Jan. 13, 2026 /PRNewswire/ -- BD (Becton, Dickinson and Company) (NYSE: BDX), a leading global medical technology company, today announced a $110 million investment to expand its production of prefillable syringes, helping accelerate biologic and GLP-1 drug delivery and supporting pharmaceutical reshoring in the U.S. This investment will bring BD Neopakâ"¢ Glass Prefillable Syringe production to Columbus ...

Meanwhile, a group of central banks released a statement on Tuesday in support of Fed Chair Jerome Powell. The statement was issued by the heads of the European Central Bank and their counterparts in the U.K., Sweden, Denmark, Switzerland, Australia, Canada, South Korea, and Brazil. “We stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell. The independence of central banks is a cornerstone of price, financial, and economic stability in the interest of the citizens that we ...

KIRKLAND, Wash., Jan. 13, 2026 (GLOBE NEWSWIRE) -- Kestra Medical Technologies, Ltd. (Nasdaq: KMTS), a leading wearable medical device and digital healthcare company, today announced a strategic collaboration with Biobeat Technologies, Ltd. to expand diagnostic insight for patients prescribed the ASSURE® Wearable Cardioverter Defibrillator (WCD). The agreement is anchored by an exclusive license and co-development arrangement and includes a $5 million equity investment in Biobeat’s recently announced Serie ...

This story was originally published on MedTech Dive. To receive daily news and insights, subscribe to our free daily MedTech Dive newsletter. Name: Matt Osberg New title: CFO, Inspire Medical Systems Previous title: CFO, Apogee Enterprises Inspire Medical Systems has appointed Matt Osberg as CFO, filling a vacancy created when Rick Buchholz left at the end of last year. The obstructive sleep apnea company revealed Buchholz’s plans and began searching for a replacement in August. Buchholz agreed to continu ...

Core Insights - CONMED aims to empower healthcare providers globally to deliver exceptional patient outcomes, emphasizing a commitment to innovative clinical solutions [1][2] - The company is focused on maintaining profitability for shareholders while balancing its business portfolio [2] Business Portfolio - CONMED's portfolio consists of approximately 58% general surgery and 42% orthopedics, indicating a balanced approach to its product offerings [2] - Geographically, 57% of CONMED's business is derived from international markets, showcasing its global reach [2]

CONMED (NYSE:CNMD) FY Conference Summary Company Overview - **Company**: CONMED Corporation - **Industry**: Medical Technology (MedTech) - **CEO**: Pat Beyer - **Conference Date**: January 12, 2026 Key Points Company Vision and Strategy - CONMED aims to empower healthcare providers globally to deliver exceptional patient outcomes, focusing on innovative clinical solutions [1] - The company emphasizes profitability for shareholders and maintains a balanced portfolio: 58% general surgery and 42% orthopedics [2] Financial Performance and Growth Outlook - Revenue for FY 2025 is projected between $1.365 billion and $1.372 billion, with an expected midterm growth rate of 4%-9% [3][4] - Specific growth expectations include: - General surgery: 5%-11% - Orthopedics: 4%-8% - AirSeal and direct smoke evacuation: high single-digit to double-digit growth - Sports medicine: mid-single digits to high single digits [3] Growth Drivers - **AirSeal Portfolio**: Reduces hospital stay and pain, with a market share of 6%-7% in laparoscopy procedures [5][7] - **Buffalo Filter**: Advanced smoke evacuation system projected to grow from $300-$350 million to $1 billion, driven by global legislation and clinical validation [8][9] - **BioBrace**: FDA-approved technology for sports medicine tissue repair, with a focus on mechanical strength and biologic integration [10][11] Strategic Decisions - CONMED exited the GI business to focus on high-margin growth areas, which is expected to impact revenue by $78-$82 million [13][14] - The company is committed to reducing leverage, achieving a target below three ahead of schedule [13] Preliminary Guidance for 2026 - Revenue guidance for 2026 is set at $1.345-$1.375 billion, with adjusted EPS guidance of $4.25-$4.45 [14][15] - The guidance reflects the impact of the GI divestiture and tariffs, which are expected to be headwinds [18][19] Capital Allocation and Share Repurchase - CONMED has suspended its dividend to redirect funds towards share repurchase, with an initial impact of $0.07 on EPS [15][39] - The company remains open to both organic and inorganic growth opportunities, focusing on high-margin, durable assets [36][37] Supply Chain and Operational Challenges - The company has made progress in addressing supply chain issues, particularly in the orthopedic segment, which is expected to improve in 2026 [24] Market Position and Competitive Landscape - CONMED's AirSeal product is a significant growth asset, with a strong attachment rate to surgical robotics [29] - The company is focusing on expanding its presence in the laparoscopic market, which has shown faster growth compared to robotic sales [31] ESG Commitment - CONMED is committed to sustainability and will publish its fourth sustainability report, highlighting its focus on responsible practices [16] Conclusion - CONMED is strategically positioning itself for growth by focusing on high-margin products, optimizing its portfolio, and addressing operational challenges. The exit from the GI business allows for a concentrated effort on its core growth drivers, with a strong emphasis on shareholder returns through share repurchase initiatives.