根据新政策，企业只要投资或使用由泰国认证数字企业家开发或改进的数 字技术，或将自身数字产品、服务注册至DEPA数字服务清单，即可获得相当 于投资额30%的补贴，单个法人最高补贴可达1亿泰铢，项目须在一年内完 成。 DEPA局长纳塔蓬表示，此举旨在推动重点产业应用数字技术，包括农业 与生物技术、智能电子、高附加值食品、综合医疗技术、下一代汽车、国防、 生物燃料与化工、机器人等，帮助企业提升生产与运营效率。支持范围涵盖企 业资源连接系统（至少需整合三类数据功能）、人工智能、机器学习、大数据 及数据分析等技术。 申请条件方面，中小企业最低投资额需达2000万泰铢，其他企业最低投资 额为5000万泰铢（均不含土地与流动资金）。新措施有望加速泰国企业数字化 转型，全面提升国家技术竞争力。 （原标题：泰DEPA-BOI携手推出新措施提升产业竞争力） fund 据泰媒报道，泰国数字经济促进局（DEPA）与泰国投资促进委员会 （BOI）于12月8日联合推出新措施，通过"数字服务账户"机制支持企业加速采 用数字技术，提升产业竞争力。 ...

Kestra Medical Technologies (NasdaqGS:KMTS) Q2 2026 Earnings Call December 11, 2025 04:30 PM ET Company ParticipantsStephanie Piazzola - VP of Equity Research Medical TechnologyVaseem Mahboob - CFOBrian Webster - President and CEODavid Roman - Managing DirectorNeil Bhalodkar - VP of Investor RelationsNone - Company RepresentativeConference Call ParticipantsLarry Biegelsen - Senior Medical Device Equity Research AnalystMarie Thibault - Managing Director and Medical Technology and Digital Health AnalystMichae ...

Financial Data and Key Metrics Changes - Total revenue for Q2 2026 was $22.6 million, representing a 53% increase compared to the prior year period [6][18] - Gross margin reached 50.6%, up 11 points year over year, marking the first time it surpassed 50% [7][19] - The company expects continued gross margin expansion, aiming for over 70% in the coming years [8][19] Business Line Data and Key Metrics Changes - Approximately 4,700 prescriptions were written for the Assure system in Q2 2026, contributing to revenue growth [6] - Revenue growth was driven by a 54% year-over-year increase in prescriptions, reflecting market share gains and activation of new accounts [18] Market Data and Key Metrics Changes - The wearable cardioverter defibrillator (WCD) market is underutilized, with only 14% of the eligible U.S. addressable market currently receiving therapy [9] - The WCD market growth has accelerated to low double digits, indicating a multi-billion-dollar market potential in the coming years [13] Company Strategy and Development Direction - The company is focused on expanding its sales organization to penetrate existing accounts and attract new prescribers [13][14] - The strategy includes enhancing revenue cycle management capabilities and increasing the in-network patient mix, which has improved from approximately 70% to the low 80s [15][19] - The company is investing in clinical evidence generation to influence clinical practice and guidelines [12][17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving strong growth, supported by a robust clinical evidence base and an expanding market [17][21] - The company is increasing its fiscal year 2026 revenue guidance to $91 million, reflecting a growth of 52% compared to fiscal year 2025 [21][22] Other Important Information - GAAP operating expenses were $43.2 million in Q2, including non-recurring costs related to professional fees and the recent equity offering [20] - The company reported a GAAP net loss of $32.8 million for the quarter, compared to a loss of $20.6 million in the prior year [21] Q&A Session Summary Question: Guidance for the year and Q3 seasonality - Management discussed the importance of tracking performance on a daily, weekly, and monthly basis, emphasizing a focus on prescription volume growth and in-network mix [25] Question: Use of proceeds from the recent equity offering - The company plans to use the additional capital to strengthen its balance sheet and support key growth drivers [27] Question: Impact of AHA data on market growth - Management noted that the WCD market growth is low double digits, with anecdotal evidence suggesting an increase in clinician awareness and interest following the presentation of clinical data [29] Question: Path for guideline updates - Management clarified that while growth does not rely on guideline changes, they believe the clinical evidence warrants a review [33] Question: Prescription volume sustainability - Management expressed confidence in sustaining prescription growth above 50%, driven by ongoing penetration of existing accounts and the addition of new hospitals [41]

U.S. stock futures were mixed this morning, with the Dow futures falling around 0.1% on Monday.Shares of Meihua International Medical Technologies Co., Ltd. (NASDAQ:MHUA) fell sharply in pre-market trading after the company announced that it will be delisted from the Nasdaq.Meihua International Medical Technologies shares dipped 32.9% to $9.41 in pre-market trading.Here are some other stocks moving lower in pre-market trading.SMX (Security Matters) Public Limited Company (NASDAQ:SMX) shares dipped 17.2% to ...

2026年慕尼黑上海光博会 观众组团福利再度升级！ 诚邀您加入展会观众组团计划 尊享 超多 多 多 福利 ！ 2026年3月18-20日 上海新国际博览中心 团长、团员 有何要求？ 为了能够精准地匹配您及参展企业，我们希望团长/团员来自以下领域及职能部门： 我们期待您浩浩荡荡携伴而来！ 来自 电气工程 / 电子工业、通讯、化工 / 制药行业、医疗技术 / 生物技术、汽车、农业、半导体、能源、精 密机械、航天 / 航空、材料处理 / 加工、运输、工具制造 / 工程机械、工业机器人 / 具身智能、照明 / 显示、 环境、安全技术、国防工业、商贸、纺织工业、食品工业、高校、非大学研究机构、政府 / 公共事业 / 服务 等 成员代表。 如果您是符合上述要求的小伙伴，就别犹豫了，快快快来报名吧！ 如何参与观众组团？ Step 1 扫码报名参观 Step 2 进入注册首页后 进行个人手机号验证 Step 3 选择团体观众注册 Step 4 实名制填写个人信息 及简单填写问卷后选择下一步 提交您邀请的团队成员 A 添加团员 直接输入您的团队成员信息 Step 5 完成注册弹出组团登记参观页面 Step 6 您可选择三种方式 ...

Core Insights - Axogen, Inc. has received FDA approval for its Biologics License Application for AVANCE®, an acellular nerve allograft, allowing treatment for both adult and pediatric patients with peripheral nerve discontinuities [1][4] - H.C. Wainwright has set a price target of $39 for AXGN, indicating a potential price increase of approximately 15.73% from its current price of $33.70, influenced by the FDA approval [2] - The stock price of AXGN is currently at $33.74, reflecting a 2.69% increase, with a market capitalization of approximately $1.55 billion [3] Company Developments - The FDA's approval of AVANCE is a significant milestone for Axogen, enhancing its portfolio of surgical solutions and expected to drive interest in the stock [4] - The current trading volume of AXGN is 470,115 shares on the NASDAQ, indicating strong market interest following the recent FDA approval [4] Market Performance - AXGN's stock has shown volatility over the past year, with a high of $34.24 and a low of $9.22, reflecting its dynamic market presence [3] - The stock has risen by $0.885 today, with a trading range between $32.91 and $33.92 [3]

Johnson & Johnson (NYSE:JNJ) FY 2025 Conference December 03, 2025 11:15 AM ET Company ParticipantsMichael Bodner - Company Group Chair, Electrophysiology and NeurovascularJoanne Wuensch - Managing Director and Head of US Healthcare ResearchJoanne WuenschDineer, and I'm really ready to do that, but I am Joanne Wuensch. I am the medical technology analyst here at Citigroup, and thrilled to have with us Michael Bodner from Johnson & Johnson.Michael BodnerThank you.Joanne WuenschMichael, thank you for joining u ...

Summary of Sotera Health Company FY Conference Call Company Overview - **Company**: Sotera Health Company (NasdaqGS:SHC) - **Date of Conference**: December 03, 2025 Key Industry Insights - **Market Normalization**: The med tech industry is experiencing consistent volume expansion across various customer types, indicating a normalized market without significant transient factors affecting volumes [1][2] - **Outsourcing Trends**: Approximately two-thirds of the sterilization market is outsourced, with a gradual shift towards outsourcing over multiple years, but no significant year-to-year changes are observed [5][6] - **NSHAP Regulations**: The new NSHAP regulations regarding sterilizers, particularly ethylene oxide, are expected to take effect in April 2026, but concerns about compliance have diminished due to extensions [7][9] Company Performance and Strategy - **Capacity Management**: The company is cautious about capital investments in new sterilization capacity, ensuring that new facilities are justified by demand and customer commitments [14][16] - **Future Capacity Plans**: New facilities are expected to come online in late 2026 and 2027, with a strategy to secure about 40% of capacity commitments before construction [16][18] - **Pricing Power**: The company anticipates maintaining a price increase of 3%-4% annually, with Sterigenics positioned at the higher end of this range due to multi-year contracts [21][22] Financial Outlook - **Capital Expenditure (CapEx)**: Current CapEx is elevated due to cobalt development and NSHAP compliance, but is expected to decrease to around $100 million in the long term [22][23] - **Debt Management**: The company aims to reduce net leverage to 2-3 times by the end of 2027, while generating $500-$600 million in free cash flow during the same period [27][30] - **Cash Allocation**: Priorities for cash allocation include organic growth, debt reduction, and potential M&A opportunities, with a focus on maintaining a strong balance sheet [31][32] Business Segments - **Nordion**: The Cobalt-60 business is a significant cash generator with a 60% margin, providing essential sterilization services and maintaining a strong market position [35][36] - **Nelson Labs**: The testing business is crucial for regulatory compliance and product marketability, with a focus on sterility assurance and cross-business synergies with Sterigenics [38][39][40] Litigation and Risk Management - **Litigation Status**: The company has made progress in de-risking its litigation profile, particularly concerning ethylene oxide cases, with confidence in scientific evidence supporting its position [43][44] Conclusion - Sotera Health Company is well-positioned in the med tech industry, with a focus on maintaining growth, managing capacity, and navigating regulatory challenges while ensuring strong financial health and strategic investments in its core businesses.

Summary of CeriBell FY Conference Call (December 03, 2025) Company Overview - CeriBell has developed a novel neuro monitoring platform that simplifies EEG acquisition, allowing non-specialized personnel to set it up quickly [3][4] - The platform includes a strong AI algorithm named Clarity, which focuses on seizure detection in acute care settings [3][4] Industry and Market Insights - The total addressable market (TAM) for seizure detection in the U.S. is estimated at over $2 billion [4] - CeriBell is currently active in over 600 accounts in the U.S., achieving $22.6 million in revenue for the last quarter, representing a 31% year-over-year growth [5] Clinical Unmet Needs - Seizures in ICU settings are often non-convulsive and can last for hours or days, leading to high mortality and morbidity rates [8][9] - Approximately 33% of neuro ICU patients experience seizures, with a significant portion being non-convulsive [9][10] - Early detection and treatment of seizures are critical, as treating within the first 30 minutes can lead to an 80% success rate [12] Product and Technology - CeriBell's system allows for rapid EEG setup and continuous monitoring, which is crucial for timely intervention [19][20] - The AI algorithm Clarity analyzes EEG data every ten seconds to detect seizures and provides real-time alerts [22][23] - The device is designed for ease of use, enabling nurses and residents to set it up in minutes [19] Clinical Evidence and Outcomes - CeriBell has published over 45 peer-reviewed journals demonstrating the effectiveness of its device [29] - The SAFR trial showed a reduction in ICU length of stay by 4.1 days and an 18% improvement in clinical outcomes [30][31] Business Model - Revenue is derived from a subscription model (25%) and sales of disposable headbands (75%) [32] - CeriBell has maintained consistent quarter-over-quarter growth since its inception, indicating a strong business model [34] Growth Strategy - The company aims to penetrate the U.S. market further, currently at only 3% penetration [35] - Future growth horizons include expanding EEG applications beyond seizure management and into other neurological conditions [36][39] - CeriBell has achieved FedRAMP high cybersecurity certification, allowing access to VA hospitals and expanding its market reach [40][41] Conclusion - CeriBell is positioned as a leader in the neuro monitoring space with a validated commercial model and significant growth potential across multiple indications [42]

Trisalus Life Sciences (NasdaqGM:TLSI) FY Conference December 02, 2025 03:10 PM ET Company ParticipantsMary Szela - President and CEODavid Patience - CFOConference Call ParticipantsJason Bednar - Research AnalystJason BednarThanks, everyone, for joining us today. I'm Jason Bednar. I cover med tech here at Piper. Next presentation this afternoon is from TriSalus Life Sciences. Pleasure to have with us today President and CEO Mary Szela, and also CFO David Patience. I'll turn it over to you for your presentat ...