Core Viewpoint - Axogen, Inc. is set to release its financial results for Q4 and the full year 2025 on February 24, 2026, followed by a conference call for the investment community [1]. Company Overview - Axogen, Inc. is a leader in developing and marketing surgical solutions aimed at restoring peripheral nerve function, with a mission to establish nerve repair as the standard of care [3]. - The company focuses on the science, development, and commercialization of technologies for peripheral nerve repair, collaborating with surgeons and healthcare providers globally [3]. Product Portfolio - Axogen's product offerings include: - Avance® (acellular nerve allograft-arwx) - Avance® Nerve Graft - Axoguard Nerve Connector® - Axoguard Nerve Protector® - Axoguard HA+ Nerve Protector™ - Axoguard Nerve Cap® - Avive+ Soft Tissue Matrix™ [4].

Philips Capital Markets Day 2026 Summary Company Overview - **Company**: Koninklijke Philips (NYSE:PHG) - **Industry**: Health Technology - **Focus**: Innovation in health technology, particularly in diagnosis, treatment, connected care, and personal health Key Points and Arguments Company Strategy and Vision - Philips aims to drive profitable growth and deliver sustainable value through innovation and improved operational performance [3][4][5] - The company has improved its culture, team, and business fundamentals over the past three years, positioning itself for growth acceleration [4][5][10] - Philips has a clear ambition to improve the lives of 2.5 billion people by 2030, building on the 2 billion lives improved by 2025 [8] Market Position and Leadership - Philips holds leading positions in various segments: - Number one in catheterization lab systems, interventional cardiology, cardiac ultrasound, grooming, and medical device integration [3] - Top three in diagnostic imaging and number two in oral health care and sleep and respiratory care [3] - The company has a global footprint with over 2.5 million systems installed, reaching 80% of top hospitals worldwide [19] Financial Performance and Targets - Philips aims for mid-single-digit compound annual growth rate (CAGR) and mid-teens margins by 2028, with strong cash generation of EUR 4.5 billion to EUR 5 billion over the planned period [19][41] - The company has expanded its margins by nearly 500 basis points to over 12% and targets mid-teens margins in the next three years [45] - Cash flow targets include EUR 1.3 billion to EUR 1.5 billion in 2026 and EUR 4.5 billion to EUR 5 billion cumulatively over the planned period [46] Innovation and Product Development - Philips has shifted to a business-led innovation model, focusing on customer needs and accelerating the speed of innovation [12][34] - The company has launched several groundbreaking products, including the world's first helium-free 3T MRI and advancements in ultrasound technology [25][34] - AI and data integration are central to Philips' innovation strategy, enhancing clinical decision-making and operational efficiency [17][36] Operational Improvements - Philips has simplified its operations, reducing overlapping quality management systems by over 75% and improving customer fill rates by more than 20% [14][15] - The company has implemented a decentralized decision-making model, enhancing agility and responsiveness to market demands [15] - A productivity program aims to deliver an additional EUR 1.5 billion in savings over the next three years, focusing on cost competitiveness and lean operations [59][60] Market Dynamics and Growth Opportunities - The healthcare market is projected to grow at 3%-5% annually, driven by an aging population and increasing chronic disease prevalence [16][17] - There is a widening gap between the demand for healthcare services and supply, presenting significant innovation opportunities for Philips [16] - North America is identified as a key growth engine, with double-digit growth observed in 2025 [32] Challenges and Risks - Philips acknowledges the uncertain macro environment, including potential impacts from tariffs and ongoing litigation related to the Respironics recall [46][42] - The company is committed to navigating these challenges while maintaining focus on its strategic goals [42] Conclusion - Philips is positioned for a strong future with a clear strategy focused on innovation, operational excellence, and market leadership in health technology [43][44] - The company emphasizes its commitment to delivering better care for more people while driving profitable growth and creating sustainable value [42][43]

Driving profitable growth to deliver sustainable value February 10, 2026 Capital Markets Day Roy Jakobs, Chief Executive Officer Important information Forward-looking statements and other important information This document and the related oral presentation, including responses to questions following the presentation, contain certain forward-looking statements with respect to the financial condition, results of operations and business of Philips and certain of the plans and objectives of Philips with respec ...

| Fourth quarter and full-year 2025 performance | 4 | | --- | --- | | 2026 outlook | 18 | | Financial appendix | 23 | Fourth quarter and full-year 2025 results Roy Jakobs, Chief Executive Officer Charlotte Hanneman, Chief Financial Officer February 10, 2026 Table of contents Important information Forward-looking statements and other important information This document and the related oral presentation, including responses to questions following the presentation, contain certain forward-looking statements wi ...

Core Viewpoint - Boston Scientific Corporation is under investigation for potential violations of federal securities laws following its fourth-quarter 2025 earnings report, which revealed a significant shortfall in its electrophysiology segment sales compared to market expectations [1][5]. Financial Performance - Boston Scientific reported fourth-quarter 2025 earnings, exceeding analyst expectations for earnings per share and total revenue, but its electrophysiology segment sales were $890 million, which was approximately $43 million below the consensus estimate of $933 million [2]. - The company had previously guided for organic growth of 11% to 13% for the fourth quarter, but management indicated confidence in only about 15% growth going forward, creating a notable gap between market expectations and internal outlook [4][5]. Market Dynamics - The electrophysiology market is one of the fastest-growing areas in cardiovascular medicine, with pulsed field ablation technology emerging as a potential alternative to traditional thermal ablation procedures [3]. - Boston Scientific entered this market through its acquisition of Farapulse in 2021 and has made significant investments in expanding manufacturing capacity and physician training programs [3]. Growth Projections - The company projected that global penetration of pulsed field ablation technology would reach 50% by the end of 2025 and grow to approximately 80% by 2028 [3]. - Boston Scientific emphasized strong growth rates in its electrophysiology segment, reporting 94% growth in Q2 2025 and 63% growth in Q3 2025 [4].

分析师 1: 大家好，欢迎参加东北医药首席说脑机接口深度报告。现在有请主讲人开始发言，谢谢。 分析师 2: 好的，各位投资者晚上好，欢迎大家参加脑接口的这个行业深度报告。然后我们今天的这 个主要汇报的内容的话，主要有这个底下七个方面。然后实际上脑机接口这个赛道的话， 从今年年初，一直是属于非常热门的一个赛道话题。那么其实我们站在我们的角度的话， 我们理解脑机接口这个赛道的投资机会，它其实并不是一个情绪和主题催化的一个赛道， 它更多的话是反映的是一个产业的这个核心趋势。这个核心的产业趋势的话，一方面核心 的一个投资逻辑的话，也是跟我们看到的战略顶层的支持相关。 其实今天的话，也释放出了一个信号。就是我们国家最高领导人的话，在最新的这个科技 创新相关产业的视察过程中的话，也有相关脑机接口所在的一些研究院的领导出席。所以 脑科学战略的话，一直是属于非常，国家顶级的话，顶层非常关注的这样一个细分赛道。 那么整个脑机接口的话，我们从概念的领域，脑机接口我们可以把它划分成为这个按照它 这个脑电信号采集的这个位置的话，可以划分为这个侵入、半侵入和这个非侵入几大类。 然后这几大类的话，实际上的话，按照整个传感器的这个装，安装 ...

Core Viewpoint - IceCure Medical Ltd. announces the departure of CFO Ronen Tsimerman, who will remain until a successor is appointed, as the company seeks candidates with experience in commercializing disruptive technologies [1][2] Company Developments - Ronen Tsimerman has contributed significantly to IceCure, achieving milestones such as the Nasdaq listing, fundraising for the ICE3 study, and FDA marketing clearance for ProSense® for low-risk breast cancer [2] - The ProSense® Cryoablation System is the first medical device authorized by the FDA for local treatment of low-risk breast cancer in women aged 70 and above, including those unsuitable for surgical alternatives [3] - ProSense® utilizes liquid nitrogen to create large lethal zones for effective tumor destruction in various organs, including the breast, kidney, lung, and liver [4][6] - The system enhances patient and provider value by accelerating recovery, reducing pain, and minimizing surgical risks, making it suitable for office-based procedures [5][6] Market Position - IceCure Medical focuses on developing and marketing advanced cryoablation therapy systems for tumor destruction, with a primary focus on breast, kidney, bone, and lung cancers [6]

Core Viewpoint - OraSure Technologies, Inc. is set to hold its earnings conference call for the fourth quarter of 2025 on February 25, 2026, at 5 p.m. ET, which will cover financial results and business developments [1]. Company Overview - OraSure Technologies, Inc. focuses on transforming health through actionable insights and decentralizing diagnostics to enhance healthcare access [3]. - The company aims to improve the quality and value of healthcare by providing innovative testing and sample management solutions [3]. - OraSure, along with its subsidiaries, is a leader in developing, manufacturing, and distributing rapid diagnostic tests and sample collection devices for critical medical conditions [3]. - The company's products are sold globally to various entities, including clinical laboratories, hospitals, and direct consumers [3].

Core Viewpoint - Glancy Prongay Wolke & Rotter LLP has initiated an investigation into Boston Scientific Corporation regarding potential violations of federal securities laws affecting investors [1] Group 1 - The investigation is on behalf of Boston Scientific investors who may have incurred financial losses [1]

Core Insights - Pulse Biosciences (PLSE) announced promising results from its first-in-human feasibility study of the nPulse Cardiac Catheter System, demonstrating effective treatment for atrial fibrillation in 150 patients with high procedural success rates and minimal adverse effects [1][4][7] Company Developments - The study reported a 100% procedural success rate at six months and 96% at one year, with an average procedure time of 65 minutes and a low incidence of serious adverse events at 1.3% [8][10] - Management emphasized the significance of these findings, highlighting the system's efficiency and clinical outcomes, and plans to initiate pivotal IDE studies in Europe and the U.S. to expand patient treatment [2][4] Market Performance - Following the announcement, PLSE shares increased by 51.6%, with a 39.5% rise over the past six months, contrasting with a 0.4% decline in the industry [3] Clinical and Commercial Outlook - The positive results from the feasibility study are expected to enhance the company's clinical and commercial prospects, with high success rates and short procedure times supporting its competitive position in the pulsed field ablation market [4][12] - The planned pivotal IDE study in the U.S. is seen as a crucial milestone for regulatory approval and market entry, potentially boosting investor sentiment and long-term revenue opportunities [4][9] Industry Context - The pulsed field ablation market is projected to grow from $1.6 billion in 2026 at a CAGR of 33.2% through 2033, driven by increasing arrhythmia prevalence and demand for minimally invasive procedures [12]