The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Amgen (AMGN) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question.Amgen is one of 986 individual stocks in the Medical sector. Collectively, these companies sit at #8 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. Th ...

Core Insights - The year 2025 is expected to be a turning point in global healthcare, driven by digital transformation and operational pressures, with significant backing from initiatives like Trump's $500 billion Stargate AI project [1][6] - The Medical Info Systems industry is projected to grow rapidly, with the health tech market anticipated to expand from $880 billion in 2025 to $3.3 trillion by 2034, driven by demand for telehealth, AI, IoMT, and cybersecurity [1][2] Industry Overview - The Zacks Medical Info Systems industry includes companies that develop healthcare information systems, providing software and hardware solutions for secure access to real-time data [3] - The focus on patient satisfaction and data security has increased the demand for big data, cloud computing, blockchain, and AI solutions [3] Trends Impacting the Industry - AI adoption in healthcare is significant, with applications in drug synthesis, diagnostics, and patient monitoring, supported by initiatives like the Stargate project [4] - The global AI in healthcare market is projected to reach $95.65 billion by 2025, indicating strong growth potential [4] - The demand for remote healthcare is increasing, with the smart healthcare products market valued at $145.9 billion in 2023 and expected to grow to $485.71 billion by 2032, at a CAGR of 12.78% [5] Challenges Facing the Industry - The $500 billion Stargate AI initiative faces challenges from new tariffs, which have increased costs for critical AI infrastructure by 10-25%, leading to delays in hardware upgrades [6] - Tariffs on copper, aluminum, and steel are expected to raise production costs, with 88% of healthcare executives anticipating price hikes of at least 18% [6] Industry Performance - The Zacks Medical Info Systems industry ranks 88, placing it in the top 36% of over 250 Zacks industries, indicating strong near-term prospects [8] - The industry has outperformed the S&P 500 and the Zacks Medical sector over the past year, gaining 12% compared to the sector's decline of 15.4% [10] Current Valuation - The industry is currently trading at a forward price-to-sales (P/S) ratio of 5.54X, compared to the S&P 500's 5.25X and the sector's 2.23X [13] Investment Opportunities - Companies like Veeva Systems, 10x Genomics, and Insight Molecular Diagnostics are highlighted as potential investment opportunities, with strong earnings outlooks [2][18][21][25] - Veeva Systems is expected to report a 15.8% improvement in fiscal 2026 earnings, with revenue growth of 12.8% [19] - 10x Genomics anticipates a 27.8% jump in earnings for 2026, with revenue growth of 5.8% [22] - Insight Molecular Diagnostics projects a 43.5% increase in earnings for 2025 [26]

Core Insights - Becton, Dickinson and Company (BDX) and Waters Corporation (WAT) have announced a strategic collaboration to merge BD's Biosciences Diagnostic Solutions business with Waters' analytical technologies expertise, creating a new entity focused on high-throughput testing in life sciences and diagnostics [1][9] Transaction Details - The merger has been unanimously approved by both companies' boards and is expected to close by the end of Q1 2026, pending regulatory and shareholder approvals [2] - BD will receive $4 billion in cash and hold a 39.2% stake in the new entity through a Reverse Morris Trust structure [8][12] Financial Projections - The combined company aims for $6.5 billion in revenues by 2025, with projections of reaching $9 billion and $3.3 billion in EBITDA by 2030 [8][11] - The total addressable market is expected to double to approximately $40 billion, allowing access to adjacent segments [10] Synergy and Growth Potential - The merger is projected to generate approximately $200 million in cost synergies by the third year post-closing and $290 million in revenue synergies by the fifth year [13] - Annualized EBITDA gains of about $345 million are anticipated by 2030, reinforcing the long-term value creation potential of the transaction [13] Market Position and Performance - BD currently has a market capitalization of $50.76 billion and an earnings yield of 8.1%, outperforming the industry average of 5.3% [5] - BDX shares have lost 21.9% year-to-date, contrasting with a 6.1% gain in the S&P 500 during the same period [3]

Core Insights - Boston Scientific (BSX) is expected to report its second-quarter 2025 results on July 23, with prior EPS of 75 cents exceeding estimates by 11.94% [1] - The company has consistently surpassed earnings estimates over the last four quarters, with an average surprise of 8.79% [1] Revenue and EPS Estimates - The Zacks Consensus Estimate for BSX's Q2 2025 revenues is $4.89 billion, reflecting an 18.7% increase year-over-year [2] - The EPS estimate for Q2 2025 is projected at 72 cents, indicating a 16.1% rise compared to the previous year [2] Performance Influencers - The MedSurg division is anticipated to maintain strong sales momentum, particularly in the Endoscopy business, driven by the Axios platform and technologies like OverStitch and Mantis clip [4] - The Urology business is expected to benefit from its core stone management franchise and the integration of the Axonics acquisition [5] - Neuromodulation growth is likely supported by the Brain and Pain franchises, with positive trends from Deep Brain Stimulation and the Intercept product [6] Segment Performance - MedSurg revenues are estimated at $1.68 billion, a 13.1% year-over-year increase [7] - The Cardiovascular unit is projected to perform well, with revenues expected to rise 8.3% year-over-year to $719.95 million [14] - Key contributors to Cardiovascular growth include the AGENT Drug-Coated Balloon and the completion of the SoniVie acquisition [10][11] Earnings Expectations - Boston Scientific has an Earnings ESP of +0.88%, indicating a higher likelihood of beating estimates [15] - The company holds a Zacks Rank of 2 (Buy), suggesting favorable conditions for earnings performance [16]

Image source: The Motley Fool. Tuesday, July 15, 2025 at 8:00 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Jim Clemmer Executive Vice President and Chief Financial Officer — Steve Trowbridge Need a quote from one of our analysts? Email [email protected] RISKS Tariff Expenses: Steve Trowbridge reported $1.6 million in tariff expenses impacting results for Q4 FY2025, with an estimated full-year tariff impact of $4-$6 million for FY2026. Negative Year-over-Year NanoKnife Revenue: Steve Tro ...

Core Insights - The Centers for Medicare and Medicaid Services (CMS) proposed a new reimbursement mechanism for skin substitutes, moving from the Average Sales Price (ASP) methodology to a fixed price of $125.38 per square centimeter [2][3] - The skin substitute market has seen a significant increase in Medicare spending, rising from approximately $1.5 billion in 2022 to nearly $10 billion in 2024, highlighting the need for reimbursement reform to combat fraud, waste, and abuse [3] Company Positioning - MiMedx Group, Inc. supports the proposed reimbursement changes and believes that reform is necessary to restore rational market behavior and benefit stakeholders, taxpayers, and patients [2][3] - The company is well-positioned to thrive in an environment where product capabilities, backed by strong clinical evidence, influence selection and usage [3] Upcoming Developments - The Wasteful and Inappropriate Service Reduction (WISeR) model, Local Coverage Determinations (LCDs), and the Physician Fee Schedule (PFS) rules are set to be implemented on January 1, 2026 [3] - The Hospital Outpatient Prospective Payment System (OPPS) is also expected to be released in proposed form, with implementation slated for January 1, 2026 [4]

Core Insights - SS Innovations International, Inc. has installed over 100 SSi Mantra surgical robotic systems across India and six other countries, with more than 5,000 surgical procedures performed to date, including 240 cardiac surgeries and 32 telesurgeries [1][2] - The company aims to democratize access to robotic surgery and plans to submit a De Novo application to the U.S. FDA for marketing approval of the SSi Mantra by the end of July 2025, while also pursuing CE marking certification in the European Union by late 2025 [2] Company Overview - SS Innovations develops innovative surgical robotic technologies with a focus on affordability and accessibility for a larger segment of the global population, featuring the SSi Mantra surgical robotic system and the SSi Mudra surgical instruments [3] - The company is headquartered in India and aims to expand its global presence with user-friendly and cost-effective surgical robotic solutions [3] Product Details - The SSi Mantra surgical robotic system is a modular, multi-arm system equipped with advanced technology features, including 3 to 5 robotic arms, a 3D 4K monitor, and the ability to superimpose 3D diagnostic imaging models [4] - It has been clinically validated in over 100 different types of surgical procedures, supporting various specialties, including cardiac surgery [4]

VANCOUVER, British Columbia, July 15, 2025 (GLOBE NEWSWIRE) -- Cannabix Technologies Inc. (CSE: BLO) (OTC PINK: BLOZF) (Frankfurt: 8CT) (the “Company or Cannabix”) developer of marijuana and alcohol breath devices is pleased to report that it has directed Price Electronics to begin manufacturing BreathLogix alcohol screening device components for an initial commercial production run. The Company recently selected Price Industries Ltd. (“Price Electronics”) as contract manufacture for its BreathLogix alcohol ...

SAN DIEGO, July 15, 2025 /PRNewswire/ -- Aethlon Medical, Inc. (Nasdaq: AEMD), a clinical-stage biotechnology company developing the investigational Aethlon Hemopurifier®, an extracorporeal device for Oncology and other indications, today announced that the independent Data Safety Monitoring Board (DSMB) overseeing its ongoing clinical trial AEMD-2022-06 has completed its scheduled safety review and recommended advancing to the next patient cohort without modification.The trial, titled "Safety, Feasibility, ...

Core Insights - Izotropic Corporation is initiating strategic awareness initiatives in anticipation of the commercialization of its IzoView Breast CT Imaging System, which aims to enhance breast cancer screening and diagnosis [1][2]. Group 1: Awareness Campaign - The awareness efforts will focus on educating global audiences about the transformative value of dedicated breast CT technology, highlighting IzoView's unique features and competitive advantages [2][5]. - The campaign will incorporate emerging trends in breast imaging, regulatory frameworks, and market growth forecasts to contextualize IzoView's potential [2]. Group 2: Communication Channels - Izotropic will launch a podcast series to discuss company news and milestones, providing timely commentary on corporate updates and relevant developments in the breast imaging sector [3]. - A dedicated online platform, breastct.com, will be introduced to feature articles about breast CT technology and the company's progress, evolving into a comprehensive educational resource over time [4]. Group 3: Strategic Alignment - The awareness strategy is developed in collaboration with Izotropic's capital markets and industry advisory team, focusing on aligning investor engagement and communications with long-term regulatory and commercialization objectives [5].