2 June 2025 | 2:08AM PDT Americas Healthcare: MedTech & HCIT: Leaning Into Growth and Reinvestment Thesis Heading to the halfway point of 2025 and the Goldman Sachs 46th Annual Healthcare Conference, we review takeaways from YTD results, market due diligence, and management meetings that set the foundation for the balance of the year. The following summarizes key takeaways from a fundamental perspective: David Roman +1(212)357-4617 | david.roman@gs.com Goldman Sachs & Co. LLC Jamie Perse, CFA +1(212)902-819 ...

HINGHAM, Mass., June 05, 2025 (GLOBE NEWSWIRE) -- Microbot Medical Inc. (Nasdaq: MBOT), developer of the innovative LIBERTY Endovascular Robotic System, announced that it has been selected for inclusion in the preliminary list of additions to the Russell Microcap Index, as published by FTSE Russell on Friday, May 23, 2025. The newly reconstituted indexes are expected to take effect after U.S. market close on Friday, June 27, 2025, and be part of the 2025 Russell indexes reconstitution when the U.S. market o ...

Core Insights - Philips Foundation celebrated its tenth anniversary, reporting that it provided access to quality healthcare for 46.5 million people in 2024, a significant increase from 28 million in 2023 [1][2][7] - The Foundation launched 22 new initiatives and made 5 new early-stage capital impact investments to address non-communicable diseases and maternal health challenges in underserved communities [2][4][7] - The Foundation aims to reach 100 million people annually by 2030, emphasizing the importance of locally embedded innovation and flexible financing models [5][7][8] Summary by Sections Annual Report Highlights - The 2024 Annual Report indicates a substantial increase in the number of people served, from 28 million to 46.5 million [1] - The report reflects the Foundation's commitment to vulnerable populations and its strategic collaborations [3][5] Initiatives and Investments - Philips Foundation's efforts included 22 new projects and 5 new impact investments, focusing on healthcare delivery in India and South America [2][4][7] - The Foundation's approach combines long-term collaborations with innovative partnerships to enhance healthcare access [5][7] Future Goals - The Foundation aims to improve healthcare access for 100 million people annually by 2030, reinforcing its commitment to scalable healthcare models [5][8] - The focus remains on leveraging local innovation and partnerships to create sustainable healthcare solutions [4][6]

2025.06-press-annual-report-2024-01 2025.06-press-annual-report-2024-02 2025.06-press-annual-report-2024-03 2025.06-press-annual-report-2024-04 In 2024, Philips Foundation initiated 22 new projects and 5 new impact investments expanding its impact and reach in innovative healthcare delivery to India and South AmericaCelebrating a decade of impact with strong progress towards the Foundation’s 2030 goal to improve access to healthcare for 100 million people in underserved communities a yea ...

Core Viewpoint - Helius Medical Technologies, Inc. has announced a public offering of 2,768,600 shares of Class A common stock and accompanying warrants, priced at $3.27 per share, aiming to raise approximately $9.1 million in gross proceeds before expenses [1][3]. Group 1: Offering Details - The public offering includes 2,768,600 shares of Class A common stock and warrants to purchase an equal number of shares at a combined price of $3.27 per share [1]. - Each warrant will expire in 2.5 years from issuance, is immediately exercisable at an initial price of $7.3575 per share, and can be exchanged for 2.0 common shares under a zero cash exercise option [2]. - The offering is expected to close on June 6, 2025, subject to customary closing conditions [3]. Group 2: Regulatory and Contact Information - A registration statement on Form S-1 was filed with the SEC and declared effective on June 4, 2025, with a final prospectus to be available on the SEC's website [4]. - Electronic copies of the prospectus can be obtained from Maxim Group LLC, the sole placement agent for the offering [4][7].

Summary of iRhythm (IRTC) FY Conference Call - June 04, 2025 Company Overview - iRhythm is a digital healthcare company focused on cardiac monitoring, having launched over a decade ago and changing the standard of care from traditional short-term Holter monitors to long-term monitoring solutions [7][8] - The company utilizes a proprietary technology platform that combines wearable biosensors, sophisticated AI tools, and a digital platform to deliver seamless services to clinicians [8][12] Financial Performance - For Q1 2025, iRhythm reported revenue of $158.7 million, representing over 20% year-over-year growth, marking the second consecutive quarter of such growth [13][52] - The company serves over 2 million patients annually, capturing approximately 30% of its core market of 6.5 million tests [14] - Gross margin improved to 68.8%, with a 250 basis point year-over-year increase, while adjusted EBITDA margin showed a 750 basis point improvement [53] Market Opportunity - The total addressable market (TAM) for cardiac monitoring is estimated at 27 million patients in the U.S., with only 6.5 million tests currently being performed annually [22][27] - iRhythm has a significant opportunity to expand internationally, with 5 million tests available outside the U.S. [20][23] - The company holds over 70% market share in long-term continuous monitoring, a segment it pioneered [18] Growth Strategy - iRhythm is focusing on a "land and expand" strategy, initially introducing its products through cardiology and electrophysiology departments and then expanding into primary care and other specialties [30] - The company is also targeting innovative channels, including value-based entities that manage patient risk, to capture a larger share of the market [31][34] Technological Advancements - AI is a core component of iRhythm's operations, enabling the analysis of vast amounts of ECG data collected from patients [36][46] - The company is developing additional vital sign monitoring capabilities through partnerships, which will enhance its product offerings and competitive position [43] Regulatory and Compliance Updates - iRhythm is addressing an FDA warning letter, with 80% of remediation activities completed as of the call date [49] - The company is also complying with a DOJ subpoena, providing requested documents while maintaining transparency with investors [50] Future Outlook - iRhythm has raised its revenue guidance for the year to between $690 million and $700 million, with adjusted EBITDA expected to be between 7.5% and 8.5% [55] - The company is committed to maintaining profitable growth while investing in R&D and operational infrastructure to support long-term growth [58] Key Takeaways - iRhythm is well-positioned to capitalize on the shift towards personalized medicine and preventative care, leveraging its advanced technology and market leadership [3][4] - The company is focused on expanding its market share and improving patient outcomes through innovative monitoring solutions [17][32]

Core Insights - The collaboration between Fractyl Health and Bariendo aims to develop a scalable clinical pathway for the Revita procedure, which is intended for weight maintenance after discontinuation of GLP-1 drugs, pending FDA approval [1][5][6] - There is a growing demand for endoscopic alternatives to GLP-1 drugs, as many patients experience rapid weight regain after stopping these medications [5][6] - Revita is positioned as a potential first disease-modifying therapy targeting the root causes of obesity by resurfacing the duodenal lining [3][8] Company Overview - Fractyl Health focuses on innovative metabolic therapeutics that address the root causes of obesity and type 2 diabetes, aiming to transform treatment from chronic management to durable therapies [7] - Bariendo is a direct-to-consumer platform that offers advanced endoscopic weight loss procedures and aims to provide long-term solutions to obesity without ongoing medication [9] Clinical Development - Fractyl is preparing for three key data readouts from its pivotal study of Revita: open-label data from REVEAL-1 expected in June 2025, midpoint data from REMAIN-1 in Q3 2025, and primary endpoint data from REMAIN-1 in the second half of 2026 [2] - The collaboration will focus on pre-commercial preparation, including clinical workflow design, provider education, and health economic analysis [5] Market Context - The increasing use of GLP-1 drugs has highlighted the need for effective solutions to maintain weight loss after discontinuation, creating an urgent market opportunity for Revita [5][6] - Bariendo's holistic approach to obesity care aligns with the goals of Revita, emphasizing the importance of integrating metabolic endoscopic solutions into clinical practice [4][6]

Core Insights - Diagnos Inc. has appointed Dr. Tomas J. Philipson to its Advisory Board, enhancing its expertise in healthcare policy and economic strategy [1][7] - The company focuses on early detection of critical eye-related health issues using AI technology, aiming to improve diagnostic accuracy and patient outcomes [8] Company Overview - Diagnos Inc. is a publicly traded Canadian corporation dedicated to leveraging AI for early detection of eye health problems [8] - The company has developed an AI platform that analyzes retina images, which are collected from thousands of optometrists globally [7] Market Potential - In 2020, the US conducted approximately 111 million routine eye exams and 60 million medical eye exams, indicating a significant market opportunity for Diagnos [7] - The recent establishment of a US office in South Florida aims to support the company's growth and client engagement in this expanding market [7] Advisory Board Expertise - Dr. Philipson is recognized for his extensive experience in US economic policy, particularly in healthcare, and has served in various high-level government roles [2][4] - His background includes being a managing partner at MEDA Ventures and co-founding Precision Health Economics LLC, showcasing his entrepreneurial and investment acumen [3][4] Academic and Professional Recognition - Dr. Philipson has received numerous awards in health economics, including the Arrow Award and the Garfield Award for Economic Research, highlighting his contributions to the field [5] - He holds advanced degrees in mathematics and economics from prestigious institutions, further solidifying his expertise [6]

Glaukos (GKOS) FY Conference June 03, 2025 01:40 PM ET Speaker0 How's it going, everyone? I'm gonna step in. My name is Macaulay Cobain. I work under Margaret Kayser covering med tech. We're gonna have Glaukos present for us. We have management with us today. You can go to WilliamBlair.com for a full list of our disclosures, and we'll, we'll have Alex kick it off here. Speaker1 Alright. Thank you all for coming and joining us, this afternoon and to talk a little bit about Glaukos. My pleasure to, speak to y ...

Core Insights - Inspire Medical Systems, Inc. is a medical technology company specializing in innovative, minimally invasive solutions for obstructive sleep apnea [1][3] - The company will present at the Truist Securities MedTech Conference on June 17, 2025, at 11:20 a.m. Eastern Time, with a live webcast available [1][2] Company Overview - Inspire's proprietary Inspire therapy is the first and only FDA, EU MDR, and PDMA-approved neurostimulation technology for treating moderate to severe obstructive sleep apnea [3] - The company focuses on the development and commercialization of its innovative solutions [3]