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联影医疗-量化中国 PCCT(光子计数 CT)市场潜力;目标价上调至 175 元人民币;给予 “买入” 评级
2025-10-21 01:52
Tianyi Yan +86(21)2401-8609 | tianyi.yan@goldmansachs.cn Goldman Sachs (China) Securities Company Limited 20 October 2025 | 6:17PM CST Equity Research United Imaging (688271.SS): Quantify China PCCT market potential; TP up to Rmb175; Buy CT scanner is the largest category by bidding value among medical imaging equipment in China. Recently, with the NMPA approval of domestic Photon-Counting CT (PCCT) from United Imaging and Neusoft on the same day (Aug 26, 2025), as well as the strong sales performance of Si ...
Accuray Accelerates Transformation Efforts with Appointment of Experienced Executive Leaders to Drive Performance and Growth
Prnewswire· 2025-10-20 13:20
Accessibility StatementSkip Navigation "I'm excited to partner with Steve La Neve and the Board to accelerate Accuray's transformation," added Mr. Mayer. "We are developing a clear plan that we've been investing behind, with strong leadership and a focused team ready to execute. We are acting decisively to align with strategic objectives, strengthen operations and deliver meaningful performance gains. We expect to reach a high single-digit adjusted EBITDA margin run-rate within twelve months and to expand t ...
Baird Medical Champions Global Collaboration in Microwave Ablation at International Thyroid Workshop
Prnewswire· 2025-10-20 12:30
Accessibility StatementSkip Navigation NEW YORK, Oct. 20, 2025 /PRNewswire/ -- Baird Medical Investment Holdings Ltd. (NASDAQ: BDMD), a global leader in minimally invasive Microwave Ablation (MWA) technology, today announced its participation in the 3rd International Workshop on Thermal Ablation of Thyroid Tumor and Hyperparathyroidism. The prestigious academic event was hosted by the China-Japan Friendship Hospital in Beijing, China, from October 17-18, 2025. The 3rd International Workshop on Thermal Ablat ...
BD Launches New AI-enabled Solutions to Drive Connectivity Across Healthcare Settings
Prnewswire· 2025-10-20 10:50
Core Insights - BD (Becton, Dickinson and Company) has launched the BD Incada™ Connected Care Platform, an AI-enabled, cloud-based platform designed to unify device data into a single ecosystem, enhancing connectivity and actionable insights across healthcare settings [1][2]. Product Launch and Features - The BD Incada™ Platform is now available alongside the next-generation BD Pyxis™ Pro Automated Medication Dispensing Solution, which aims to create enterprise-wide visibility and connectivity [1][2]. - The BD Pyxis™ Pro Dispensing Solution features a flexible, stackable device configuration that increases medication storage capacity and improves access to medications at the point of care [3][6]. Technology and Analytics - Built on Amazon Web Services (AWS), the BD Incada™ Platform utilizes advanced AI technologies, including natural language search, to facilitate smarter and faster decision-making [2][5]. - The platform allows for enterprise-wide visibility into medication inventory, helping clinicians identify patterns, reduce waste, and improve labor efficiency [5]. Security and Efficiency Enhancements - The BD Pyxis™ Pro Dispensing Solution includes enhanced security features for controlled substance management and medication safety, as well as efficient access methods like RFID badge scanning and wireless barcode scanners [6][3]. - The solution can accommodate up to 538 multi-access or 98 secure pockets without requiring additional space, thus optimizing medication room usage [6]. Company Overview - BD is recognized as one of the largest global medical technology companies, committed to advancing health through innovative technology and solutions that enhance clinical therapy and processes [4][7].
医疗- 中国政策观察:反内卷趋势上升-Life Sciences & Diagnostic Tools -China Policy Watch Anti-involution on the Rise
2025-10-20 01:19
ab 19 October 2025 Global Research Life Sciences & Diagnostic Tools China Policy Watch: Anti-involution on the Rise Bottom Line Ahead of the China's Fourth Plenum meeting this week (Oct 20-23) and the release of its new 15th Five-Year Plan (2026-30), we explored the potential implications from the anti- involution campaign, which is likely to be the key focus in the meeting. We believe the campaign is a long-term positive to Tools sector as it tries to solve over-competition and irrational pricing environme ...
Perimeter Medical Imaging AI to Participate in the Planet MicroCap Showcase in Toronto
Prnewswire· 2025-10-17 12:00
Core Insights - Perimeter Medical Imaging AI, Inc. will present an update on its commercial strategy and upcoming milestones at the Planet MicroCap Showcase on October 22, 2025 [1][2] Company Overview - Perimeter Medical Imaging AI is a medical technology company based in Toronto and Dallas, focused on transforming cancer surgery through advanced imaging tools [4] - The company offers the FDA-cleared Perimeter S-Series OCT system, which provides real-time, cross-sectional visualization of excised tissues at the cellular level [4] - The investigational Perimeter B-Series OCT, featuring ImgAssist AI, is currently under evaluation in a pivotal clinical trial, supported by a grant of up to US$7.4 million from the Cancer Prevention and Research Institute of Texas [4] Upcoming Events - The Planet MicroCap Showcase, in partnership with MicroCapClub, will feature presentations, one-on-one meetings, and panels focused on small- and microcap investment opportunities [2][3]
S&P 500 ends higher after strong bank earnings, chip stocks rally
The Economic Times· 2025-10-16 01:55
Core Insights - Morgan Stanley and Bank of America reported strong third-quarter profits, leading to a 4.7% and 4.4% increase in their shares respectively, contributing to a rise in the S&P 500 banking index by 1.2% [1][6] - The overall S&P 500 index increased by 0.40% to close at 6,671.06 points, while the Nasdaq gained 0.66% to 22,670.08 points [6][3] - The Philadelphia Semiconductor Index surged by 3% following ASML's strong quarterly orders and operating income, driven by AI investments [6] - An investment consortium including BlackRock, Microsoft, and Nvidia is set to acquire a major data center operator in a $40 billion deal, positively impacting shares of data center firms [6] Company Performance - Morgan Stanley and Bank of America exceeded Wall Street profit estimates, indicating robust deal-making activity [1][6] - Goldman Sachs and JPMorgan Chase also reported solid performances, suggesting a strong investment banking environment [6] - Progressive Corp's shares fell by 5.8% after disappointing quarterly results, while Bunge's shares rose nearly 13% despite lowering its 2025 earnings forecast post-merger with Viterra [6][7] Market Trends - Seven of the 11 S&P 500 sector indexes rose, with real estate leading at a 1.5% increase, followed by utilities at 1.29% [4] - Heavy trading volume was noted with 21.5 billion shares exchanged, surpassing the average of 20.4 billion shares over the previous 20 sessions [5] - The S&P 500 recorded 34 new highs and 5 new lows, while the Nasdaq saw 154 new highs and 46 new lows [7]
Varex Imaging (VREX) Bounced Back from Liberation Day Sell-Off
Yahoo Finance· 2025-10-14 13:17
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was favorable for small-cap stocks. The composite increased 10.70% in the quarter, outperforming the 8.17% gain for the benchmark Russell 2500 Value Total Return Index. Year-to-date, the composite returned 9.29% vs. 9.29% for the benchmark. Market capitalization likely contributed to performance in the third quarter of ...
中国医疗保健-2025 年第三季度展望:联影医疗和乐普医疗引领收入增长,智飞生物仍处于周期低谷-China Healthcare_ 3Q25 preview_ United Imaging & Lepu to lead revenue growth, Zhifei still at cycle trough
2025-10-13 15:12
13 October 2025 | 6:39PM CST Equity Research China Healthcare: 3Q25 preview: United Imaging & Lepu to lead revenue growth, Zhifei still at cycle trough Companies with higher revenue growth: We expect United Imaging to lead our coverage universe with a 44% yoy revenue growth in 3Q25. We believe the company's strong growth momentum is mainly driven by the improvement in China's hospital bidding data, which has begun to be reflected in its financial statements. We also expect Lepu to achieve rapid revenue grow ...
Hyperfine Swoop® System Referenced in France's Largest Public Hospital Procurement Body to Facilitate Nationwide Purchases of Portable MRI Technology
Businesswire· 2025-10-13 12:15
GUILFORD, Conn.--(BUSINESS WIRE)--Hyperfine Swoop® system, via partner UpCare, earns national referencing from UniHA, France's top hospital purchasing cooperative. ...