Core Viewpoint - Edwards Lifesciences Corporation announced that its Chief Financial Officer, Scott Ullem, will present at two upcoming healthcare conferences in March 2026 [1] Conference Details - The first presentation is scheduled for Tuesday, March 10, 2026, at 10:00 a.m. ET at the Barclays 28th Annual Global Healthcare Conference [1] - The second presentation will take place on Wednesday, March 11, 2026, at 10:00 a.m. ET at the Leerink Global Healthcare Conference [1] - A live webcast of each presentation will be available on the Edwards investor relations website [1]

Core Viewpoint - The Meridian Small Cap Growth Fund's fourth-quarter 2025 performance reflects a mixed market sentiment influenced by optimism regarding monetary easing and caution about economic growth, with small caps achieving a 12.8% annual return despite a modest 0.90% return in Q4 compared to the Russell 2000 Growth Index's 1.22% [1] Group 1: Fund Performance - The U.S. equity markets experienced early gains due to strong AI-related earnings and a rate cut by the US Federal Reserve in October, but sentiment cooled later in the quarter [1] - The Meridian Small Cap Growth Fund achieved a 0.90% net return in Q4 2025, while small caps overall delivered a 2.2% gain for the quarter [1] Group 2: Axogen, Inc. Overview - Axogen, Inc. (NASDAQ:AXGN) is recognized as a leader in technologies for peripheral nerve regeneration and repair, with a market capitalization of $1.768 billion [2] - The stock of Axogen, Inc. closed at $35.25 per share on February 18, 2026, with a one-month return of 10.16% and a twelve-month increase of 90.54% [2] Group 3: Axogen, Inc. Developments - Axogen, Inc. reported a 20% revenue growth and gross margins of nearly 77%, surpassing investor expectations, and received favorable reimbursement terms for its flagship product [3] - The FDA approved a key therapy's BLA submission for Axogen, granting 12 years of market exclusivity, which is expected to enhance the company's commercial coverage and growth potential [3] Group 4: Hedge Fund Interest - Axogen, Inc. was held by 20 hedge fund portfolios at the end of Q3 2025, a slight decrease from 21 in the previous quarter, indicating a moderate level of interest among hedge funds [4] - Despite recognizing Axogen's potential, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer greater upside potential [4]

Group 1: Lean Manufacturing and AI Integration - BD, also known as Becton, Dickinson and Company, emphasizes the importance of lean manufacturing, with CEO Tom Polen advocating for its integration with AI to enhance operational efficiency [2][3] - Polen launched BD Excellence in 2024, scaling lean practices from 50 kaizen projects to 1,500 in the previous year, indicating a significant commitment to continuous improvement [2][3] - The company recently spun off its $10.4 billion bioscience and diagnostic solutions units to focus on its $11.5 billion medical technology business, showcasing a strategic shift towards core competencies [3] Group 2: Financial Performance and Market Trends - BD's stock has increased by 16% this year, contrasting with the S&P 500's decline, reflecting positive market sentiment despite challenges such as pricing pressure in China [3] - Figma reported a 40% year-over-year increase in quarterly revenue, demonstrating resilience in the software sector amid broader market challenges [5] - Job-hopping employees experienced a decrease in year-over-year pay growth from 6.6% to 6.4%, while those who remained in their positions saw a pay growth of 4.5%, indicating a narrowing gap in compensation trends [4]

Group 1 - The article discusses the relevance of lean manufacturing in today's corporate environment, highlighting that while many companies focus on digital transformation and AI, some leaders still advocate for traditional continuous improvement methods [1][2]. - Tom Polen, CEO of Becton, Dickinson and Company (BD), emphasizes the importance of lean manufacturing, stating that it is essential for effectively leveraging AI within the company [2][3]. - BD has significantly scaled its lean practices, increasing kaizen projects from 50 to 1,500 in one year, demonstrating a strong commitment to continuous improvement [2][3]. Group 2 - BD's recent spinoff of its $3.3 billion bioscience and diagnostic solutions units allows the company to concentrate on its $18.5 billion medical technology business, showcasing a strategic shift in focus [3]. - Despite facing pricing pressures in China and other challenges, BD's stock has risen by 19% this year, outperforming the S&P 500, which remains flat [3]. - Polen advocates for a cultural shift within the company, emphasizing the importance of celebrating continuous improvement behaviors alongside financial outcomes [3].

As filed with the U.S. Securities and Exchange Commission on February 19, 2026. Registration Statement No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––– MEDICAL 21, INC. (Exact name of registrant as specified in its charter) ––––––––––––––––––––––– | Minnesota | 3842 | 81-1497154 | | --- | --- | --- | | (State or other jurisdiction of | (Primary Standard Industrial | (I.R.S. Employer | inc ...

Core Viewpoint - Kahn Swick & Foti, LLC is investigating the proposed sale of Masimo Corporation to Danaher Corporation, focusing on the adequacy of the $180.00 cash offer per share for Masimo shareholders [1] Company Overview - Masimo Corporation is set to be acquired by Danaher Corporation under a proposed transaction where shareholders will receive $180.00 in cash for each share they own [1] Investigation Details - The law firm Kahn Swick & Foti, LLC, led by former Louisiana Attorney General Charles C. Foti, Jr., is assessing whether the sale price adequately reflects the value of Masimo Corporation and the process leading to this valuation [1]

Next-generation medical device company Tactile Systems Technology (NASDAQ: TCMD) was the very picture of health on Wednesday, at least as far as its stock was concerned. Investors bid up the company's shares robustly, by nearly 18%, thanks to an impressive earnings report. Healthy increases Just after market close on Tuesday, Tactile published its fourth quarter and full-year 2025 figures. The company's total revenue rose by a sturdy 21% to $103.6 million, and net income in accordance with generally acce ...

Summary of AVITA Medical Conference Call Company Overview - **Company**: AVITA Medical (NasdaqCM:RCEL) - **Date of Call**: February 18, 2026 Key Points Financial Performance - **2025 Revenue**: $71.6 million, representing an 11% growth compared to the previous year [8] - **Q4 Revenue**: $17.6 million, showing stability with a slight increase from $17 million in Q3 [3] - **2026 Revenue Guidance**: Expected to be between $80 million and $85 million, indicating progressive quarter-over-quarter growth [3][8] - **Gross Profit Margin**: 82.1% for the year, with a slight decrease to 81% in Q4 due to inventory reserves and product mix impacts [8][10] - **Operating Expenses**: Reduced to a normalized range of $23-$24 million, with a focus on maintaining disciplined cost management [11][52] Strategic Focus - **Execution and Growth**: The company aims for disciplined execution and progressive revenue growth in 2026, focusing on understanding customer needs and improving forecasting accuracy [1][2] - **Sales Force Optimization**: The sales force has been restructured to focus on 200 key accounts, including 120+ burn centers and 50-60 level one trauma centers [4][5] - **Product Portfolio**: The company has three products—RECELL, Cohealyx, and PermeaDerm—each facing unique challenges in market adoption [5][18] Market Dynamics - **Reimbursement Challenges**: The company has made progress in resolving reimbursement issues, with six out of seven Medicare Administrative Contractors (MACs) having published their rates [6][7] - **Product Adoption**: Efforts are ongoing to increase the utilization of RECELL among existing physicians and expand its use to new cases and accounts [20][21] - **International Expansion**: The company is making inroads in international markets, including Japan and Australia, with plans for RECELL GO approval [26][27] Future Outlook - **Path to Profitability**: The company aims to achieve cash flow breakeven through revenue growth and disciplined operating expenses, without the need for additional equity funding in the near term [51][52] - **Focus on Vitiligo**: The commercial effort for vitiligo has been deprioritized due to uncertain reimbursement and low economic viability [54][55] - **Long-term Growth**: The company expects to return to a compound annual growth rate (CAGR) of 20%-30% in the coming years, with a focus on stabilizing operations and reducing distractions [12][62] Additional Insights - **Credit Facility**: A new credit facility with Perceptive Advisors has been established to reset revenue covenants, providing more flexibility for future growth [15][16] - **Market Positioning**: The company is focused on leveraging clinical data and physician relationships to enhance product adoption and compete against existing alternatives [46][48] - **Management's Commitment**: The management team is dedicated to growing the company independently and is not currently seeking acquisition opportunities [57] This summary encapsulates the key insights and strategic directions discussed during the AVITA Medical conference call, highlighting the company's financial performance, market strategies, and future growth plans.

Reduced global headcount by approximately 500 positions year-over-year to create a leaner, more efficient organizational structure that allows growth to drop through to the bottom line.Transitioned the dry eye franchise from a launch phase to a growth phase, focusing on targeted investments and selling excellence to drive Miebo and Xiidra performance.Leveraged a diversified 'end-to-end' eye health portfolio to outperform the global contact lens market, growing 7% in China despite broader consumer softness i ...

Core Insights - Shoulder Innovations, Inc. is set to present at the Canaccord Genuity 2026 Musculoskeletal Conference on March 3, 2026, at 2:00 p.m. CT [1] - The company focuses on transforming the shoulder surgical care market with advanced implant systems for shoulder arthroplasty [1] - Shoulder Innovations aims to improve preoperative planning, implant design, and procedural efficiency, addressing clinical and operational challenges in the shoulder surgical care market [1] Company Overview - Shoulder Innovations is a commercial-stage medical technology company dedicated to the shoulder surgical care market [1] - The company's ecosystem includes enabling technologies, efficient instrument systems, specialized support, and surgeon-to-surgeon collaboration [1] - The goal is to deliver predictable outcomes, procedural simplicity, and efficiency across all care sites [1]