Ecully, October 14, 2025 – 6:30 p.m. SPINEWAYRevenue growth in the third quarter In thousands of euros20252024Change as a %Q3 revenue3,0452,575 +18%Q2 revenue2,7453,465<td s ...

J&J Chief Financial Officer Joe Wolk said the company was exploring multiple paths for the separation, with a primary focus on a tax-free spin-off, but remained open to other options. Johnson & Johnson on Tuesday raised its 2025 sales forecast after reporting quarterly earnings that topped Wall Street expectations, and announced plans to spin off its orthopedics business into a standalone company. The healthcare conglomerate now expects product revenue of $93.5 billion to $93.9 billion, about $300 million h ...

Johnson & Johnson raised its full-year sales outlook as it posted gains in both its prescription-drug and medical-device businesses in the latest quarter https://t.co/S7u50FSGnq ...

Core Insights - Johnson & Johnson plans to spin off its orthopedics business into a standalone company named DePuy Synthes within the next 18 to 24 months, marking its second major spinoff in two years to focus on higher-growth healthcare segments [1][5] - The company expects total revenue growth to exceed 5% next year, driven by new drug launches and a strengthened medical devices portfolio, raising its 2025 sales forecast to $93.5 billion to $93.9 billion [2][4] - The orthopedics unit generated approximately $9.2 billion last year, accounting for about 10% of total revenue, and will be led by industry veteran Namal Nawana post-spinoff [3][5] Company Strategy - The restructuring plan for the orthopedics business includes exiting certain markets and ceasing the sale of some products, following the recent spinoff of its $15 billion consumer unit into Kenvue [5] - The move aligns with the company's focus on high-growth, high-margin areas such as oncology, immunology, neuroscience, surgery, vision care, and cardiovascular products [6] - The CFO indicated that the company is exploring multiple paths for the separation, primarily focusing on a tax-free spinoff while remaining open to other options [6] Market Performance - Shares of Johnson & Johnson were down 1.2% in early trading but have increased by 32% so far this year, outperforming the broader S&P Healthcare Index, which rose by 3% [3] - Analysts from Guggenheim noted that the recent stock rally could limit further upside potential [4] - J.P. Morgan analysts stated that the orthopedics division represents about 30% of J&J's MedTech segment, with growth below the rest of the portfolio, suggesting that the planned spin-off should create a faster-growing J&J over time [5]

   Calgary, Alberta – TheNewswire - October 14, 2025 - Ocumetics Technology Corp. (“Ocumetics” or the “Company”) (TSXV: OTC) (OTCQB: OTCFF) (FRA: 2QBO), a leader in advanced ophthalmic technology, is pleased to announce that it is holding a webinar to discuss the one-month patient results for its initial Group 1 patients that received the Ocumetics Accommodating Intraocular Lens (the “Ocumetics Lens”). Webinar details are as follows: Date: Thursday, October 15, 2025Time: 6:00 PM ET Join Ocumetics Director ...

Core Insights - Citygroup reported a strong quarter with record revenue across all business lines, indicating successful transformation under CEO Jane Frasier [2][3][9] Financial Performance - Earnings per share (EPS) came in at $1.86, a 23% increase year-over-year, while revenue reached $22.1 billion, up 9% year-over-year [3] - The stock has outperformed the S&P 500 year-to-date, rising over 30% [3] Business Segment Performance - Banking revenue rose by 34%, driven by increased deal activity and advisory fees, with the IPO market experiencing its strongest quarter since 2021 [4] - Fixed income and services segments also showed growth, with fixed income up 15% and services up 7% [5] - Wealth management grew by 8%, and retail banking increased by 7%, reflecting broad-based strength across demographics [6] Expense Management - Expenses increased due to the partial sale of the Banamex stake and higher compensation costs associated with hiring new dealmakers and tech talent [7] Market Context - Despite strong earnings, macroeconomic headwinds between the US and China may impact overall market sentiment [2]

Key Points DexCom's innovative devices, network effect, and large growth opportunities could help it turn things around. Regeneron Pharmaceuticals is making strides toward putting a recent patent cliff in the rearview mirror. 10 stocks we like better than DexCom › One way to earn above-average market returns -- which isn't always easy -- is to invest in companies that have lagged the market but are likely to recover over the long run. As the basic investing maxim goes, "Buy low, sell high." That b ...

Photo illustration by Cheng Xin/Getty ImagesGetty ImagesIntuitive Surgical (ISRG) stock deserves your consideration. Why? Because you get monopoly-like high margins for a discounted price. Here is some data.Revenue Growth: Intuitive Surgical saw growth of 20.8% LTM and 15.4% last 3 year average.Recent Profitability: Nearly 30.9% operating cash flow margin and 28.8% operating margin LTM.Long-Term Profitability: About 26.9% operating cash flow margin and 26.3% operating margin last 3 year average.Available At ...

Core Insights - Headwaters Capital Management's third-quarter 2025 investor letter primarily focused on the performance of AI-related investments and highlighted the challenges faced by Inspire Medical Systems, Inc. [1] Company Performance - Inspire Medical Systems, Inc. (NYSE:INSP) experienced a one-month return of -3.86% and a significant decline of 60.95% over the past 52 weeks, closing at $77.68 per share with a market capitalization of $2.297 billion on October 13, 2025 [2] - The company reported revenue of $217.1 million for Q2 2025, marking an 11% increase from Q2 2024 [4] Investment Challenges - Inspire Medical Systems, Inc. was identified as the top detractor in the portfolio, with a decline of 43% attributed to mismanagement in the rollout of their next-generation sleep apnea device, issues with insurance coverage, inventory management, and competition concerns [3] - Despite these challenges, revenue growth is projected to be in the +8-10% range for the second half of 2025, with an optimistic outlook of approximately +10% growth for 2026 [3] Market Position - Inspire Medical Systems, Inc. is not among the 30 most popular stocks among hedge funds, with 34 hedge fund portfolios holding the stock at the end of Q2 2025, down from 37 in the previous quarter [4] - The company is viewed as having a quality med tech asset in a large global market, trading at only 2x 2025 revenue, with 33% of its market cap in cash and generating free cash flow [3]

Key Takeaways ISRG's shares have lost 14.9% amid tariff headwinds and rare earth supply concerns.Tariffs are set to trim 2025 ISRG's profitability by about 1% of revenues, with added margin pressure ahead.New rare earth restrictions from China risk supply delays and higher costs for ISRG's da Vinci systems.Although Intuitive Surgical (ISRG) delivered better-than-expected performance during second-quarter 2025, its shares have continued to decline. ISRG stock has moved down 14.9% in the past three months, un ...