For Immediate ReleaseChicago, IL – June 9, 2025 – Today, Zacks Equity Research discusses Penumbra (PEN) , Integer Holdings (ITGR) and AngioDynamics (ANGO) .Industry: Medical InstrumentsLink: https://www.zacks.com/commentary/2487141/3-medical-instruments-stocks-winning-big-with-genai-amid-global-gloomOver the past year, advancements in artificial intelligence (AI) and predictive analytics have rapidly revolutionized the Medical Instruments industry, driving innovation in diagnostics, patient monitoring and p ...

Penumbra (PEN) 2025 Conference June 04, 2025 09:55 AM ET Speaker0 Okay. So we're ready to kick off. This is the fireside chat with Penumbra. My name is Mike Sarcone. I'm one of the analysts on the US medical supplies and devices team. And with us from the company today, we have Adam El Seltzer. He's co founder, president, chairman, and CEO. We've also got Jason Mills, director of strategy. And Cecilia Furlong, who is a director of business Development, is also here with us. So team, thank you for joining us ...

Summary of Penumbra (PEN) FY Conference Call - June 03, 2025 Company Overview - **Company**: Penumbra, a medical technology company based in Alameda, California, specializing in thrombectomy and embolization products [5][6] - **Employees**: Over 4,500 [6] - **Market Position**: Penumbra is recognized as a leading player in the VTE (Venous Thromboembolism) market, with significant growth potential [2][3] Industry Insights - **VTE Market Growth**: The VTE market is experiencing a shift towards mechanical thrombectomy products, with a projected market growth of 20% in 2025 and beyond [3][48] - **Competitor Challenges**: One of Penumbra's largest competitors is facing integration issues, presenting an opportunity for Penumbra to capture market share [3] - **Clinical Data Impact**: Upcoming clinical data is expected to influence societal guidelines and increase the adoption of mechanical thrombectomy [3] Product Innovations - **CAPT Platform**: A new CAPT platform for neuro is anticipated to drive growth, similar to previous innovations in VTE [3] - **Thrombectomy Technology**: Penumbra's current technology, CABT (Computer Assisted Vacuum Thrombectomy), enhances the effectiveness of clot removal [14][15] - **Device Efficiency**: Recent advancements have reduced device time for clot removal to as low as two minutes, significantly improving patient outcomes [21][22][26] Financial Performance - **Revenue Growth**: Penumbra has reported over 40% growth in VTE for several quarters, with expectations to maintain this momentum [46][48] - **China Market Impact**: Revenue from China has declined due to tariffs and economic conditions, which could affect overall growth projections [44] Strategic Focus - **Four-Pronged Strategy**: The company aims to focus on innovation, commercial team investment, market access, and margin expansion to drive future growth [33][35] - **Market Access Initiatives**: Penumbra is working with hospitals to demonstrate the clinical and financial benefits of their products, aiming to increase treatment rates for DVT and PE [38][39] Key Takeaways - **Patient Impact**: Penumbra's products are designed to significantly improve patient outcomes, with a focus on treating a larger percentage of potential cases [52][53] - **Long-Term Growth Potential**: The combination of innovative products, market access strategies, and a growing VTE market positions Penumbra for sustained growth in the coming years [3][48][53]

Penumbra, Inc. (NYSE:PEN) Q4 2024 Earnings Conference Call February 18, 2025 4:30 PM ET Company Participants Cecilia Furlong - Director of Business Development and Investor Relations Adam Elsesser - Chairman & Chief Executive Officer Maggie Yuen - Chief Financial Officer Jason Mills - Executive Vice President of Strategy Conference Call Participants Larry Biegelsen - Wells Fargo Securities Robert Marcus - JPMorgan Pito Chickering - Deutsche Bank Bill Plovanic - Canaccord Richard Newitter - Truist Securities ...