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 ...

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]