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Danaher's $9.9B Masimo Deal Marks One of 2026's Largest Medtech Buyouts
247Wallst· 2026-02-18 13:50
Danaher's $9.9B Masimo Deal Marks One of 2026's Largest Medtech Buyouts - 24/7 Wall St.[S&P 5006,861.20 +0.14%][Dow Jones49,577.50 +0.02%][Nasdaq 10024,777.60 +0.23%][Russell 20002,646.82 -0.04%][FTSE 10010,665.40 +0.86%][Nikkei 22557,180.50 +0.22%][Investing]# Danaher's $9.9B Masimo Deal Marks One of 2026's Largest Medtech Buyouts### Quick ReadDanaher (DHR) is acquiring Masimo for $9.9B at $180 per share. This represents a 40% premium.Masimo shares jumped 30.27% toward the deal price. Danaher stock fell 6. ...
LIXTE Biotechnology Appoints Sidney Braun as CEO of its Liora Technologies Europe Ltd. Subsidiary
Globenewswire· 2026-02-18 13:00
BOCA RATON, Fla., Feb. 18, 2026 (GLOBE NEWSWIRE) -- LIXTE Biotechnology Holdings, Inc. (“LIXTE” or the “Company”) (Nasdaq: LIXT), a clinical stage pharmaceutical and med-tech company focused on advancing cancer treatments, today announced it has appointed Sidney Braun as Chief Executive Officer of the Company’s Liora Technologies Europe Ltd. subsidiary (“Liora”). A veteran of the healthcare industry, Braun brings to Liora more than two decades of operational and strategic advisory experience at companies in ...
Medtronic’s Q3 2026 revenues reach $9bn on strong PFA demand
Yahoo Finance· 2026-02-18 12:51
Medtronic has reported total revenue of $9bn in Q3 of fiscal year 2026 (FY26), led by the strongest growth the company has recorded in its cardiovascular portfolio in the past decade. With revenue for the quarter indicative of a year-over-year (YoY) rise of 8.7%, Medtronic has reiterated FY26 revenue growth on an organic basis of approximately 5.5%, with earnings anticipated to fall in the $5.62-$5.66 range. In a research note, William Blair analyst Brandon Vasquez highlighted that fiscal third-quarter ...
BrainsWay Reports Cigna’s Evernorth Behavioral Health to Eliminate Prior Authorization Requirements for TMS Coverage, Accelerating Access to Care
Globenewswire· 2026-02-18 12:30
Core Insights - BrainsWay Ltd. comments on Evernorth Behavioral Health's decision to eliminate prior authorization for transcranial magnetic stimulation (TMS), effective March 6, 2026, which will enhance patient access to TMS therapy [1][2] Group 1: Company Overview - BrainsWay is a global leader in advanced noninvasive brain stimulation technologies, particularly known for its proprietary Deep Transcranial Magnetic Stimulation (Deep TMS™) platform [5] - The company has obtained three FDA-cleared indications for Deep TMS, which include major depressive disorder, obsessive-compulsive disorder, and smoking addiction, supported by pivotal clinical studies [5] Group 2: Industry Impact - Evernorth's policy change is expected to reduce administrative hurdles, allowing providers to focus on patient care and improving treatment access for individuals with major depressive disorder and obsessive-compulsive disorder [2][3] - The change is anticipated to provide timely access to evidence-based treatment for eligible patients, many of whom have not found relief through traditional therapies [3] Group 3: Future Directions - BrainsWay continues to lead in neurostimulation therapies through ongoing clinical research and collaborations aimed at expanding access to these treatments [4]
BioLargo Subsidiary Clyra Medical Highlights Key Opinion Leader Presentation of Exceptional ViaCLYR(TM) Clinical Results at Leading Wound Care Symposium
Accessnewswire· 2026-02-18 12:10
Clinical Experience Presented at Boswick Symposium Shows Rapid Wound Transformation, Enhanced Healing, and Strong Antimicrobial Performance Across Multiple Wound Types WESTMINSTER, CALIFORNIA / ACCESS Newswire / February 18, 2026 / BioLargo, Inc. (OTCQX:BLGO), a cleantech and life sciences innovator, today announced that clinical experience with ViaCLYRâ"¢, Clyra Medical Technologies' advanced wound irrigation solution powered by its proprietary Clyraseptâ"¢ technology, was presented on January 28 by Dr. Ma ...
Haemonetics Corporation (HAE) Q3 Performance Prompts Baird Model Update, Price Target Falls to $81
Yahoo Finance· 2026-02-18 06:13
Haemonetics Corporation (NYSE:HAE) is among the 15 Innovative Healthcare Stocks to Buy According to Analysts. Haemonetics Corporation (HAE) Q3 Performance Prompts Baird Model Update, Price Target Falls to $81 Haemonetics Corporation (NYSE:HAE) is among the most innovative healthcare stocks. TheFly reported on February 6 that Baird lowered its price target for HAE to $81 from $99 while maintaining an Outperform rating. The firm updated its model following the company’s Q3 results and lowered the estimate ...
Cleo Diagnostics Selects Next-Generation Ella Platform to Deliver Ovarian Cancer Blood Test
Small Caps· 2026-02-18 02:06
Core Insights - Cleo Diagnostics has selected the Ella automated ELISA platform from Bio-Techne Corporation to commercialize its ovarian cancer technology [1][3] - The Ella platform enhances assay sensitivity, precision, and automation while allowing simultaneous analysis of multiple biomarkers [2] Platform Capabilities - Cleo began using the Ella platform in September and confirmed its capability to support the ovarian cancer technology [3] - Advanced discussions are underway for a formal agreement for Bio-Techne to validate Cleo's test kits, which will be used to analyze approximately 500 blood samples in a pivotal clinical trial [3][4] Regulatory and Commercial Plans - The results from the clinical trial will form the primary data package for Cleo's upcoming 510(k) submission to the US FDA [4] - Cleo and Bio-Techne are preparing to enter a long-term commercial supply agreement following the completion of validation activities [4] Diagnostic Technology - Cleo is developing a blood test for early and accurate diagnosis of ovarian cancer based on the biomarker CXCL10, which is produced at high levels by ovarian cancers [5] - The test aims to differentiate between benign and malignant growths and is designed to be compatible with existing diagnostic laboratory equipment [5] Research and Efficacy - Cleo's technology is supported by over 15 years of research at the Hudson Institute of Medical Research, with two clinical studies involving more than 500 patients [6] - A benchmarking study in 2024 indicated that the test could detect 90% of early-stage cancers, significantly outperforming the 50% success rate of standard clinical workflows [6]
Medtronic’s “Textbook” Reversal: How High Can It Really Go in 2026?
Yahoo Finance· 2026-02-17 23:18
Group 1 - Medtronic's stock is experiencing a reversal characterized by a Head & Shoulders Pattern, breaking to new highs and confirming a critical pivot point [3][5] - The stock's upward movement is supported by an improving growth outlook, profitability, capital return, and positive market sentiment, with a solid support base expected in 2026 [3][5] - Institutions own over 80% of Medtronic's stock and have been accumulating shares for several quarters, indicating strong bullish sentiment [6] Group 2 - Analysts rate Medtronic as a Moderate Buy, with increasing coverage and a bullish price target trend ahead of the fiscal Q3 release [7] - The consensus forecast suggests a 10% upside, with potential for another 10% at the high end, aligning with the stock's upward trajectory [7] - Technical targets indicate that Medtronic's stock could reach a range of $118-$124, with the possibility of this movement occurring before mid-year [8]
Tactile Systems Technology(TCMD) - 2025 Q4 - Earnings Call Transcript
2026-02-17 23:02
Financial Data and Key Metrics Changes - Total revenue for the full year 2025 was $329.5 million, a 12% increase year-over-year [4] - Adjusted EBITDA increased 21% year-over-year to $44.8 million [5] - Q4 revenue grew by 21% year-over-year to $103.6 million [29] - Gross margin for Q4 was 78.2%, up from 75.2% in Q4 2024 [29] - Net income increased 9% to $10.6 million, or $0.46 per diluted share [31] Business Line Data and Key Metrics Changes - Lymphedema revenue increased 16% year-over-year to $89.5 million in Q4 [6] - Airway clearance revenue increased 66% year-over-year to $14.1 million in Q4 [6] - For 2026, total revenue is expected to be in the range of $357 million to $365 million, representing year-over-year growth of 8% to 11% [6][32] Market Data and Key Metrics Changes - The Medicare channel remained strong in Q4, with patients moving directly to the Flexitouch Advanced pump under new NCD criteria [11] - The company expects a temporary short-term impact from the new Medicare prior authorization requirement for pneumatic compression devices [32][34] Company Strategy and Development Direction - The acquisition of LymphaTech is seen as a milestone in evolving from a product-based company to a comprehensive integrated solutions leader for lymphatic dysfunction [15][17] - Strategic priorities include improving access to care, expanding treatment options, and enhancing lifetime patient value [8][25] - The company plans to leverage AI-enabled technology to improve order processes and operational efficiency [21][22] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the new Medicare prior authorization requirements and expects to maintain growth in line with the overall lymphedema market [34][36] - The company is optimistic about the integration of LymphaTech and its potential to enhance patient care and streamline clinical workflows [15][53] Other Important Information - The company ended 2025 with $83.4 million in cash and cash equivalents and no outstanding borrowings [31] - The company repaid the full outstanding principal balance of $26.3 million on its term loan and repurchased $26.5 million of its stock [5] Q&A Session Summary Question: What drove the strong performance in the Lymphedema business in Q4? - Management noted multiple investments in people, processes, and technology, including strong CRM adoption and increased sales rep productivity [41] Question: How do the new prior authorization requirements balance with the tailwinds from the NCD? - Management indicated that the guidance reflects a balanced approach, incorporating both tailwinds from the NCD and the headwinds from prior authorization [44][45] Question: Can you elaborate on the LymphaTech acquisition and its commercialization model? - Management expressed excitement about integrating LymphaTech into their commercial engine and highlighted its potential for improving patient experience and workflow efficiency [51][53] Question: What are the expectations for EBITDA margins moving forward? - Management indicated that while EBITDA margins are expected to grow modestly, they anticipate further expansion in the long term as investments are annualized [66]
Tempus AI & Median Partner to Add AI Lung Cancer Screening to Pixel
ZACKS· 2026-02-17 17:20
Core Insights - Tempus AI, Inc. (TEM) has announced a collaboration with Median Technologies to integrate Median's eyonis LCS solution into the Tempus Pixel platform, enhancing AI capabilities in lung cancer screening and clinical decision-making [1][3][9] Company Developments - The eyonis LCS is an AI-enabled software-as-a-medical-device (SaMD) for lung cancer screening that has received FDA 510(k) clearance, facilitating its commercialization and clinical adoption [2] - The integration aims to support earlier and more accurate disease detection, assist radiologists with complex caseloads, and ultimately reduce preventable lung cancer deaths through improved access to advanced screening tools [3][5] - The collaboration is expected to strengthen Tempus AI's imaging-AI portfolio and expand the adoption of its Pixel platform, enhancing end-to-end lung cancer screening and workflow efficiency [5][9] - Tempus AI's current market capitalization stands at $9.24 billion [7] Market Context - The artificial intelligence in precision medicine market is projected to reach $4.28 billion by 2026, with a compound annual growth rate (CAGR) of 34.3% through 2035, driven by the increasing prevalence of cancer and demand for AI-powered diagnostic tools [12] - Research indicates that only 20% of eligible individuals in the U.S. underwent lung cancer screening in 2024, suggesting a significant adoption gap that the eyonis LCS aims to address [10]