PresentationHi, everyone. Thanks for joining. I'm Lily Lozada. I'm on the medtech team here at JPMorgan. Very happy to have the AtriCure with us here today. CEO, Michael Carrel is going to do a presentation for us, and then we'll jump into some Q&A.Michael H. CarrelCEO, President & Director Great. Thank you, everyone. I'm Michael Carrel, President and CEO of AtriCure. And thank you to JPMorgan once again, and as always for inviting us and having us as a part of this day, the event of JPMorgan in San Francis ...

Integra LifeSciences (NasdaqGS:IART) FY Conference January 14, 2026 02:15 PM ET Company ParticipantsLea Knight - EVP and CFOMojdeh Poul - President and CEOConference Call ParticipantsRobbie Marcus - Medtech Senior AnalystRobbie MarcusEveryone, I'm Robbie Marcus, the MedTech Analyst at JPMorgan. Very happy to introduce Integra LifeSciences CEO Mojdeh Poul. We'll give a presentation followed by some Q&A.Mojdeh PoulAll right. Thank you, Robbie. I appreciate it. Good morning, everyone, and thank you for being h ...

PresentationDavid RosaCEO & Director All right. Thanks, Robbie, and good morning. I'm delighted to be here and represent the hard work of our teams, both in '25 and talk a little bit about the future here in '26 and beyond. I want to acknowledge that I'll be making some forward-looking statements. So I'd encourage you to review our SEC filings that are on the Investor portion of our intuitive.com website. I believe that we occupy a very privileged position in med tech and in health care, and it's well capt ...

Bioventus (NasdaqGS:BVS) FY Conference January 14, 2026 12:45 PM ET Company ParticipantsMark Singleton - SVP and CFO \Robert Claypoole - CEOConference Call ParticipantsNone - AnalystNoneGood morning, everyone. Welcome, thank you for joining us. My name is David Brumund. I'm an associate on the healthcare team at J.P. Morgan, and today I have the pleasure of introducing the Bioventus team. Joining us today is CEO Rob Claypoole and CFO Mark Singleton. Just a quick reminder on format: this will be a 20-minute ...

Core Insights - RetinalGenix Technologies Inc. is developing ultra-high-resolution retinal imaging technology that links retinal thinning patterns to neurodegenerative and metabolic diseases, supporting the field of oculomics and emphasizing the potential for early disease detection and monitoring [1][8][10] Company Developments - The company is advancing a portfolio of non-invasive imaging solutions, including a portable Retinal Imaging Screening Device and the RetinalCam remote monitoring system, aimed at generating large-scale retinal datasets from various healthcare settings [2][10] - These platforms are designed for real-time connectivity and longitudinal data collection, which could enhance AI-driven screening and proactive patient management [2][10] Research Findings - A large-scale Australian study analyzed approximately 50,000 retinal scans, establishing a link between retinal thinning and diseases such as dementia, diabetes, and multiple sclerosis [1][6] - The findings suggest that high-quality retinal images, when analyzed with advanced algorithms and integrated with genetic and clinical data, could serve as important tools for earlier detection and risk stratification of diseases [1][8] Strategic Positioning - RetinalGenix's strategy aligns with the convergence of imaging, AI, and genomics, positioning the company to participate in the emerging ecosystem of personalized and preventive healthcare models [8][10] - The company is also focused on developing therapeutic drugs for conditions like dry age-related macular degeneration and Alzheimer's disease, further expanding its impact in the healthcare sector [10]

Company Overview - Siemens Healthineers is a market leader in imaging and precision therapy, recognized as the primary partner for major academic medical centers, with 90% of them collaborating with the company [4] - The company operates globally, present in 70 countries, with an installed base of approximately 700,000 systems and facilitating around 3 billion patient touch points annually [4] Research and Development - Research and development is considered the lifeblood of Siemens Healthineers, emphasizing its importance to the company's operations and growth strategy [4]

Company Overview - RxSight is focused on transforming cataract surgery outcomes through a new capability called adjustability, which has not previously existed in ophthalmology [2] - The company has grown to approximately 500 employees and has performed around 300,000 Light Adjustable Lens (LAL) procedures [3] Market Position - RxSight operates in about 1,100 ophthalmic offices and has trained over 2,500 surgeons [3] - The company has achieved a market share of approximately 10% in the U.S. premium intraocular lens (IOL) market [3] Recent Performance - RxSight reported a 12% year-over-year growth in procedures and a nearly 20% increase in its installed base [4] - The company announced the appointment of a new Chief Financial Officer, Mark Wilterding, who brings extensive experience in med tech and banking [4]

Core Insights - HeartFlow is a software company that utilizes AI for the diagnosis, treatment, and management of coronary artery disease [2] - The company was founded in 2010 and received its first FDA clearance in 2014 [2] Market Overview - HeartFlow targets the symptomatic market for coronary artery disease, estimating a total addressable market (TAM) of $5 billion [3] - As of 2025, HeartFlow has established an installed base of 1,465 accounts in the U.S., defined as hospitals or clinics with coronary CCTA imaging capabilities [3]

Siemens Healthineers (OTCPK:SEMH.F) FY Conference January 13, 2026 06:00 PM ET Company ParticipantsJochen Schmitz - CFODavid Adlington - Head of MedTech ResearchBernd Montag - CEODavid AdlingtonGood afternoon, everybody. I'm David Adlington, and I head up the J.P. Morgan research team for MedTech in London. For J.P. Morgan, it's my pleasure to introduce Dr. Montag, and we've got Jochen the CFO as well from Healthineers. There'll be a presentation and then a Q&A afterwards. Thank you.Bernd MontagAgain, so th ...

Heartflow (NasdaqGS:HTFL) FY Conference January 13, 2026 04:30 PM ET Company ParticipantsJohn Farquhar - CEOVikram Verghese - CFOConference Call ParticipantsRobbie Marcus - MedTech AnalystRobbie MarcusHello, everyone. We're going to get started here. Hope you had a good lunch. I'm Robbie Marcus, the MedTech Analyst at JPMorgan. Very happy to introduce CEO of HeartFlow, John Farquhar. John will give a presentation followed by some Q&A. John?John FarquharThank you, Robbie. I appreciate the time today. Great t ...