Summary of Baxter International FY Conference Call Company Overview - **Company**: Baxter International (NYSE:BAX) - **CEO**: Andrew Hider, who has been in the role for five months - **Revenue**: Over $11 billion, with 55% from the United States and the remainder from international markets - **Employees**: Over 38,000 across more than 40 manufacturing locations - **Patient Reach**: Serves over 350 million patients annually in over 100 countries [2][3] Core Business Segments - **Operating Segments**: - Medical Products and Therapies - Healthcare Systems and Technologies - Pharmaceuticals - **Key Products**: - Infusion therapies, IV solutions, and surgical technologies - Connected healthcare solutions and patient monitoring systems - Specialty injectables and inhaled anesthesia [3][4][5] Strategic Focus and Initiatives - **Continuous Improvement**: Launched Baxter GPS (Growth and Performance System) to enhance operational efficiency and drive growth [9][10] - **Capital Allocation**: Aiming to strengthen the balance sheet, targeting leverage under three times, and focusing on disciplined capital allocation for ongoing and future investments [8][15] - **Innovation**: Emphasis on new product development and extensions, with a shift in R&D spending towards innovation rather than sustaining engineering [21][22][25] Financial Performance and Goals - **Value Creators**: Focus on financial performance metrics such as revenue, margin, working capital, and return on invested capital (ROIC) [11][17] - **Market Growth**: Anticipates modest growth with a healthy pipeline of innovations, aiming to outperform low single-digit market growth [21][25] - **Dividend Strategy**: Reduced dividend to $0.01 to improve cash flow and pay down debt, with no immediate plans to change this [16][31] Challenges and Market Dynamics - **Market Conditions**: Facing a reset in baseline demand due to changes in clinical practices, particularly in the solutions business, with a noted 10%-15% demand decline relative to pre-hurricane levels [40][41] - **Product Issues**: Addressing challenges with the Novum pump, which is currently on hold due to safety concerns, while continuing to support the Spectrum pump line [34][36][37] Employee Engagement and Culture - **Mission-Driven Culture**: Strong alignment with the company's mission to save and sustain lives, fostering a culture of continuous improvement and employee engagement [44][45] - **Leadership Changes**: Recent leadership adjustments aimed at enhancing focus on critical areas of impact and driving the continuous improvement agenda [45] Conclusion Baxter International is positioned as a market leader in the MedTech industry, focusing on innovation, operational efficiency, and strategic capital allocation to drive growth and enhance shareholder value. The company is navigating challenges in market demand and product safety while fostering a strong internal culture aimed at continuous improvement and employee engagement [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45].

Establishing the New Standard of Care for Organ Transplantation Waleed Hassanein, MD President & CEO January 2026 Cautionary Note Regarding Forward Looking Statements This presentation contains forward-looking statements. These forward-looking statements address various matters, including, among other things, future results and events, including growth initiatives and strategies, including potential timelines for products, services, and future product and services candidates, and those relating to the compa ...

J.P. Morgan 44th Annual Healthcare Conference Pat J. Beyer President and Chief Executive Officer Todd W. Garner Executive Vice President and Chief Financial Officer January 12th, 2026 Forward-Looking Information This presentation may contain forward-looking statements based on certain assumptions and contingencies that involve risks and uncertainties, which could cause actual results, performance, or trends to differ materially from those expressed in the forward-looking statements herein or in previous dis ...

NEW YORK--(BUSINESS WIRE)--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Beta Bionics, Inc. ("Beta Bionics†or the "Company†) (NASDAQ: BBNX). The investigation focuses on whether the Company issued misleading statements and/or failed to disclose information pertinent to investors. Shares of Beta Bionics, Inc. (NASDAQ: BBNX) plunged approximately 37% on January 09, 2026 after the company announced that it expects fewer patient starts in the fourth qu ...

Financial Targets (2025-2028) - The company projects a constant currency (CC) revenue compound annual growth rate (CAGR) of 5-7% from 2025 to 2028[15, 42] - The company anticipates an adjusted EBITDA margin (excluding Acquired IPR&D) of approximately 23% in 2028[15, 42] - The company aims for an adjusted cash flow from operations to adjusted EBITDA conversion of approximately 50% in 2028[37, 42] - The company targets a net leverage ratio of approximately 3.5x by the end of 2028[37, 42] - The company expects double-digit adjusted EPS growth from 2026 to 2028[37, 42] Pipeline and Product Launches - The company's pipeline products have potential peak sales of approximately $7 billion[15] - The company anticipates franchise peak sales of approximately $300 million for an advanced preservative-free lipid-based formulation launching in the first half of 2026[23] - The company anticipates franchise peak sales of approximately $600 million for products expanding the market by addressing all stages of AMD, launching in the first half of 2026[23] - The company anticipates franchise peak sales of approximately $450 million for enhanced comfort contact lens with the addition of hyaluronic acid, launching in 1H27[23] Consumer Brands - The company is the 1 global OTC eye health company with +7% last twelve months (LTM) constant currency revenue growth[22]

Medtronic has "significant firepower" to pursue acquisitions as the medical device maker evaluates opportunities to expand its portfolio, executives said at a major industry conference that kicked off... ...

INSIDE INFORMATIONREGULATED INFORMATION Nyxoah Announces Preliminary Results for the Fourth Quarter and Full Year 2025 and Provides Revenue Guidance for the First Quarter of 2026 Strong Start in First Full Quarter of U.S. Commercialization Mont-Saint-Guibert, Belgium – January 12, 2026, 10:05 pm CET / 4:05 pm ET – Nyxoah SA (Euronext Brussels/Nasdaq: NYXH) (“Nyxoah” or the “Company”), a medical technology company that develops breakthrough treatment alternatives for Obstructive Sleep Apnea (OSA) through neu ...

Core Viewpoint - A class action lawsuit has been filed against Integer Holdings Corporation and its senior executives for securities fraud following a significant drop in stock price due to alleged violations of federal securities laws [1][3]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Southern District of New York, titled West Palm Beach Firefighters' Pension Fund v. Integer Holdings Corporation, et al., No. 1:25-cv-10251 [3]. - Investors have until February 9, 2026, to request to be appointed to lead the case [3]. Group 2: Company Performance and Allegations - Integer designs and manufactures cardiac rhythm management and cardiovascular products, including electrophysiology devices [4]. - The company allegedly overstated demand for its EP devices while public assurances contradicted the actual decline in demand and revenue from these products [5]. Group 3: Stock Price Impact - On October 23, 2025, Integer lowered its 2025 sales guidance to between $1.840 billion and $1.854 billion, down from $1.850 billion to $1.876 billion, which was below analysts' expectations [6]. - The company projected poor net sales growth of -2% to 2% and organic sales growth of 0% to 4% for 2026, admitting that two of its EP devices had slower than expected adoption [6]. - Following this announcement, Integer's stock price fell by $35.22 per share, a decrease of over 32%, from $109.11 on October 22, 2025, to $73.89 on October 23, 2025 [6].

Core Viewpoint - Dexcom, Inc. is a key player in the medical technology sector, focusing on continuous glucose monitoring systems for diabetes management, with a recent price target set by Barclays indicating a slight potential upside for investors [1][5]. Financial Performance - Dexcom announced preliminary, unaudited financial results for Q4 and fiscal year 2025, along with an initial outlook for 2026 [2][5]. - The stock price is currently at $68.96, reflecting a 2.31% increase or $1.56 from previous trading [2]. Stock Performance - Over the past year, Dexcom's stock has seen significant fluctuations, with a high of $93.25 and a low of $54.11, indicating volatility in the market [3][5]. - The company maintains a market capitalization of approximately $26.98 billion, suggesting strong investor confidence in its growth potential [3]. Market Activity - Today's trading volume for Dexcom is 1,976,722 shares, indicating active investor interest in the stock [4]. - Barclays' price target of $71 reflects market anticipation of Dexcom's future growth, supported by its recent financial announcements [4][5].

Financial Performance & Growth - ResMed's Last Twelve Months (LTM) Q1 2026 revenue reached $5.3 billion[10] - The company's LTM Q1 2026 GAAP operating margin was 33%, and the non-GAAP operating margin was 35%[10] - Free cash flow for LTM Q1 FY26 was approximately $1.8 billion, representing a 31% year-over-year growth[16] - ResMed has a strong balance sheet with a net cash position of $715 million as of Q1 FY26[16] - Revenue grew at a Compound Annual Growth Rate (CAGR) of 12% (GAAP) and 14% (Non-GAAP) from LTM Q1 2021 to LTM Q1 2026[80] - EPS grew at a CAGR of 16% (GAAP) and 14% (Non-GAAP) from LTM Q1 2021 to LTM Q1 2026[80] Market & Strategy - ResMed targets a large and underpenetrated market, including over 1 billion people with sleep apnea and 480 million with COPD[17] - Less than 20% of the Obstructive Sleep Apnea (OSA) market is diagnosed or treated in the U.S., and less than 10% in the rest of the world[18] - ResMed invests 6% - 7% of revenue in Research and Development (R&D)[75] - The company anticipates high single-digit percentage revenue growth with earnings growth exceeding revenue growth, underpinned by its 2030 strategy[83]