Core Viewpoint - Artivion, Inc. is set to release its fourth quarter 2025 financial results on February 12, 2026, after market close, followed by a teleconference to discuss the results [1]. Financial Results Announcement - The financial results will be released on February 12, 2026, after market close [1]. - A teleconference call and live webcast will take place at 4:30 p.m. ET on the same day, hosted by Pat Mackin, the Chairman, President, and CEO of Artivion [1]. Teleconference Details - To participate in the live teleconference, interested parties should dial 201-689-8261 a few minutes before the scheduled time [2]. - A replay of the teleconference will be available approximately one hour after the event, accessible by calling toll-free 877-660-6853 or 201-612-7415, with the conference number 13758212 [2]. Webcast and Earnings Release Access - The live webcast and its replay can be accessed through the Investors section of Artivion's website [3]. - A copy of the earnings press release, containing financial and statistical information for the quarter and full year, will also be available in the Investors section of the website [3]. Company Overview - Artivion, Inc. is headquartered in suburban Atlanta, Georgia, and focuses on developing solutions for cardiac and vascular surgeons dealing with aortic diseases [4]. - The company offers four major product groups: aortic stent grafts, surgical sealants, On-X mechanical heart valves, and implantable cardiac and vascular human tissues [4]. - Artivion markets its products in over 100 countries worldwide [4].

Core Insights - Organon & Co. has completed the divestiture of its JADA System to Laborie Medical Technologies for up to $465 million, which includes $440 million paid at closing and a potential earn-out of up to $25 million based on 2026 revenue targets [1][7] Company Developments - The JADA team has assisted over 136,000 women across more than 20 countries, establishing JADA as a widely accepted treatment for postpartum hemorrhage [2][8] - The divestiture is expected to strengthen Organon's balance sheet and support its capital allocation strategy for growth opportunities in women's health biopharmaceuticals [2][4] - The net proceeds from the sale will likely be used for debt reduction, aligning with Organon's goal to lower its net-debt-to-adjusted EBITDA ratio, thereby enhancing its capacity for targeted reinvestment or acquisitions [4][9] Market Performance - Following the announcement of the divestiture, Organon shares declined by 1.2%, with a total decline of 11.5% over the past six months, contrasting with the industry's growth of 12.6% and the S&P 500's rise of 12.2% [3] Industry Context - The postpartum hemorrhage treatment market was valued at $1.6 billion in 2025 and is projected to grow at a CAGR of 5.3% through 2032, driven by factors such as rising maternal mortality rates and the standardization of PPH care bundles in hospitals [11]

Core Insights - AngioDynamics (ANGO) is experiencing growth driven by its NanoKnife product and a focus on cancer treatment markets, supported by a strong second-quarter fiscal 2026 performance and ongoing studies [1][2] Financial Performance - AngioDynamics reported a revenue increase of 8.8% year over year to $79.4 million in fiscal Q2 2026, with the NanoKnife revenue rising 22.2% due to record prostate cancer procedure volumes [7][10] - The Auryon franchise generated $16.3 million in revenue, reflecting an 18.6% year-over-year growth, marking 18 consecutive quarters of double-digit growth [5][10] - The company has a market capitalization of $422.1 million and projects a 51.9% growth over the next year [2] Growth Drivers - The NanoKnife franchise is a key growth driver, with probe sales increasing 14.4% year over year, attributed to rising adoption in prostate cancer procedures [3][4] - Management noted steady adoption of NanoKnife, supported by procedural growth and increasing clinical utilization, particularly in the prostate cancer market [4] - The mechanical thrombectomy portfolio saw a revenue increase of 3.9% year over year to $11 million, with AlphaVac achieving over 40% growth [9] Market Position and Trends - AngioDynamics has gained 9.8% in share price over the last six months, outperforming the industry growth of 5.2% and the S&P 500's increase of 11.9% [1] - The company has been experiencing a positive estimate revision trend, with the Zacks Consensus Estimate for loss narrowing to 27 cents per share for fiscal 2026 [13] Challenges - Management acknowledged ongoing tariff-related costs of $4–$6 million for the fiscal year, which may pose a structural margin headwind [11][12]

Group 1 - Butterfly Network, Inc. (NYSE:BFLY) has received positive ratings from analysts, with Craig-Hallum raising the price target to $5.25 from $3.25 and maintaining a Buy rating, while Lake Street raised its target to $5.50 from $4, also reiterating a Buy rating [1][2] - The company reported a year-over-year revenue growth of at least 17% for Q4, amounting to $26.2 million, surpassing the Street's estimate of $25.7 million, with a full-year revenue of $92.3 million [1][3] - The growth is primarily attributed to the core business, with some revenue in Q4 coming from a partnership with Midjourney [1] Group 2 - Butterfly Network specializes in digital health, focusing on transforming care through software and semiconductor-based ultrasound technology, with two portable ultrasound devices available: Butterfly iQ3 and Butterfly iQ+ [4] - The company's Ultrasound-on-Chip technology enables whole-body imaging using a single handheld probe, showcasing innovation in the ultrasound market [4]

Core Viewpoint - Fractyl Health Inc. experienced a significant decline in stock price following a potential shift in its regulatory strategy for its lead product, Revita, which is designed to address chronic metabolic diseases [1][8]. Product Overview - Revita is a minimally invasive endoscopic procedure aimed at remodeling the duodenal lining to restore nutrient sensing and signaling disrupted by chronic metabolic disease [2]. - The product has received FDA Breakthrough Device designation for weight maintenance in patients who stop GLP-1 therapies [2]. Regulatory Strategy - The company is seeking FDA feedback on reclassifying Revita under the De Novo pathway instead of the Premarket Approval (PMA) process, which may allow for a more efficient regulatory review [3]. - Feedback from the FDA regarding the De Novo pathway is anticipated in the second quarter of 2026 [4]. Clinical Trial Results - In a six-month randomized study, Revita-treated patients showed a 4.5% weight regain compared to 7.5% in the sham group, indicating a significant reduction in expected weight regain after GLP-1 therapy discontinuation [5]. - An exploratory analysis indicated that patients with above-median weight loss during GLP-1 run-in experienced a 4.2% weight regain versus 13.3% in the sham group, reflecting a 70% relative reduction in post-GLP-1 weight regain [6]. Metabolic Improvements - Revita-treated patients exhibited improvements in cardiometabolic lipid parameters, including a 15.5 mg/dL increase in HDL cholesterol and a reduction in triglyceride-to-HDL ratio, suggesting enhanced metabolic regulation [7]. - Patient-reported outcomes indicated a significant reduction in sweet-food cravings in the Revita group compared to the sham group [7]. Safety Profile - The safety and tolerability of Revita remained favorable over six months, with no serious adverse events related to the device or procedure, and no study discontinuations due to adverse events [8].

Core Insights - CONMED Corporation (CNMD) reported adjusted earnings per share (EPS) of $1.43 for Q4 2025, a 6.7% increase year over year, surpassing the Zacks Consensus Estimate by 8.6% [1] - Full-year adjusted EPS was $4.59, reflecting a 10.1% increase from the previous year, also beating the Zacks Consensus Estimate by 2.2% [2] Revenue Performance - Q4 revenues reached $373.2 million, up 7.9% year over year, exceeding the Zacks Consensus Estimate by 1.9% [3] - Full-year revenues totaled $1.37 billion, a 5.2% improvement from the prior year, aligning with the Zacks Consensus Estimate [4] Segment Analysis - Orthopedic Surgery revenues in Q4 were $157.4 million, up 13.2% year over year [5] - General Surgery revenues were $215.8 million, reflecting a 4.3% increase year over year [6] Geographical Breakdown - Domestic revenues in Q4 amounted to $206.2 million, a 1.4% increase year over year [7] - International revenues reached $167 million, up 17% year over year [9] Margin and Expense Analysis - Gross profit for Q4 increased 10.1% year over year to $218.3 million, with gross margin expanding 116 basis points to 58.5% [10] - Total operating profit was $36.6 million, down 30.2% from the previous year, with operating margin contracting 536 basis points to 9.8% [11] Financial Position - Cumulative net cash provided by operating activities at the end of Q4 2025 was $170.7 million, compared to $166.9 million a year ago [12] Future Guidance - For 2026, total reported revenues are expected to be between $1,345 million and $1,375 million, with organic CER revenues projected to grow by 4.5%-6% [13] - Adjusted EPS for 2026 is projected to be in the range of $4.30-$4.45, with the Zacks Consensus Estimate at $4.52 [13] Overall Assessment - CONMED's Q4 results showed better-than-expected performance, with strong revenue growth from both product lines and improved gross margin [14] - Management highlighted strong momentum in high-growth platforms, indicating potential for future growth [15]

Core Insights - The investment environment in 2025 was challenging, with foreign equity markets achieving their best returns in over a decade, while the International Growth Composite Portfolio finished the year essentially flat due to a market preference for cyclically sensitive businesses [8][11]. Portfolio Performance - The International Growth Composite Portfolio's performance was -2.21% for the quarter and 0.68% year-to-date, compared to the MSCI ACWI (ex-USA) which returned 5.05% for the quarter and 32.39% year-to-date [5]. - Top contributors to the Portfolio's performance included Tokyo Electron, ASML, and Shopify, while the largest detractors were Monday.com, MercadoLibre, and SAP [13][17]. Company-Specific Insights - **Tokyo Electron**: A leading player in semiconductor manufacturing equipment, expected to grow revenues at a high single-digit rate and increase operating margins from 25% in 2024 to 35% in the medium term, driving mid-teens earnings growth [14]. - **ASML**: Benefiting from investor optimism around AI, as its equipment is essential for advanced chips, which are critical for AI applications [16]. - **Monday.com**: Despite strong results, the stock sold off due to concerns over near-term growth slowdown, but revenue growth is expected to sustain over 20% as it expands its market reach [18]. - **MercadoLibre**: The largest e-commerce platform in Latin America, experiencing a decline in stock price due to a slight decrease in operating margin while investing in growth initiatives [19]. - **SAP**: Despite cloud revenue growth exceeding expectations, the stock faced pressure due to market conditions, but is viewed as resilient with a strong market position and high recurring revenues [20]. Portfolio Activity - New position established in **Nintendo**, which is expected to see significant growth following the release of the Switch 2, with anticipated earnings growth of 30% annually over the next few years [23]. - Positions in **Teleperformance** and **Siemens Healthineers** were eliminated due to ongoing business challenges, reallocating funds to invest in Nintendo and Tencent [25][26]. Market Outlook - The outlook for the Portfolio remains positive, with expectations of benefiting from structural trends such as technology shifts and growth in emerging markets like India [27].

Core Viewpoint Align Technology, Inc. (ALGN) is expected to report its fourth-quarter 2025 results on February 4, with positive growth anticipated in both revenues and earnings per share (EPS) compared to the previous year. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for fourth-quarter revenues is $1.03 billion, indicating a 3.9% growth from the previous year [2] - The Zacks Consensus Estimate for earnings is $2.99 per share, reflecting a 22.5% increase from the year-ago figures [2] - Earnings estimates have remained unchanged at $2.99 per share over the past 60 days [3] Group 2: Factors Influencing Q4 Performance - The Clear Aligner segment is expected to benefit from increased volumes, particularly in the EMEA, APAC, and Latin American regions, with growth driven by orthodontists and general dentist channels [4] - Strong contributions are anticipated from products like Invisalign First and DSP touch-up cases, along with the rollout of the Invisalign System with mandibular advancement in Thailand and the Philippines [5] - Recent innovations in treatment planning tools, such as the ClinCheck Live Plan, are expected to enhance operational efficiency and positively impact revenues [6] Group 3: Segment Performance - Clear Aligner revenues are projected to grow by 3.9% year-over-year [7] - The Imaging Systems & CAD/CAM Services segment is likely to see revenue growth from increased scanner services and iTero CAD/CAM sales, with strong performance in scanner leases [8][9] - Recent product innovations within the iTero Digital Solutions ecosystem are expected to resonate well with customers, further driving revenue growth [10] Group 4: Earnings ESP and Zacks Rank - Align Technology has an Earnings ESP of -1.62%, indicating a lower chance of beating estimates [12] - The company currently holds a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to other stocks [13]

Core Viewpoint - A class action lawsuit has been filed against Integer Holdings Corporation for allegedly misleading investors regarding its business operations and sales performance during the specified class period [1][3]. Group 1: Lawsuit Details - The lawsuit is on behalf of investors who acquired Integer securities from July 25, 2024, to October 22, 2025 [1][2]. - Investors have until February 9, 2026, to seek appointment as lead plaintiff representatives [2]. Group 2: Allegations Against the Company - The complaint claims that Integer overstated its competitive positioning in the market [3]. - It alleges that the company experienced undisclosed deterioration in sales of its electrophysiology devices [3]. - The company mischaracterized the key drivers of its growth, leading to a significant stock price drop of $35.22 per share, a decline exceeding 32% in one day following the announcement of reduced sales guidance [3].

Core Viewpoint - Envoy Medical, a hearing health company, is set to participate in the Small Cap Growth Virtual Investor Conference on February 5, 2026, highlighting its commitment to innovation in hearing solutions [1]. Group 1: Company Overview - Envoy Medical (NASDAQ: COCH) specializes in innovative technologies for hearing loss, offering fully implanted devices such as the Esteem® active middle ear implant, available in the U.S. since 2010, and the investigational Acclaim® cochlear implant [2]. Group 2: Event Details - The Small Cap Growth Virtual Investor Conference will take place on February 5, 2026, at 10:00 A.M. ET, featuring a presentation followed by a real-time Q&A session for investors [1]. - A recording of the event will be accessible on Envoy's Investor Relations website for those unable to attend the live session [1].