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医保报销落地!房颤消融门诊化加速,PFA迎来增长杠杆
思宇MedTech· 2025-11-25 08:38
这意味着: 心脏消融手术首次获得在 ASC 场景开展的支付通路 。 长期以来,心脏电生理手术主要在医院导管室完成,而 ASC 场景受到患者分层、术后监测要求、支付政策等 因素限制。此次调整被认为是"支付端放开"的重要转折,也与过去一年内产业链、临床界推动 PFA(脉冲场 消融)加速门诊化的努力高度一致。 ASC 模式在美国持续扩张,被视为 更高效、更可预测、成本更可控的手术场景 。此次 AF 消融纳入 ASC CPL,被业内视为心脏电生理技术跨向门诊化时代的关键一步。 2025年11月24日, 美国医保中心 (CMS)在最新发布的 2026 年医院门诊支付系统(OPPS)与门诊手术 中心(ASC)支付体系最终规则中,正式将 心房颤动(AF)导管消融 纳入 ASC 可覆盖治疗项目名单(ASC Covered Procedures List,CPL)。新规将于 2026 年 1 月 1 日 起生效。 # 最先受益的将是 PFA 三巨头:技术与场景高度契合 ASC 此次报销规则更新,被普遍解读为 对脉冲场消融(PFA)技术成熟度的官方确认——尤其是其更快的操作时 间、更低的并发症风险,以及更适用于门诊化路径的优势。 ...
Boston Scientific lifts FY25 outlook amid continued cardiovascular boom
Yahoo Finance· 2025-10-22 17:44
Core Viewpoint - Boston Scientific has raised its fiscal year 2025 profit outlook to between $3.02 and $3.04 per share, driven by strong performance in its cardiovascular business [1] Financial Performance - Boston Scientific reported total sales exceeding $5 billion in Q3 2025, marking a 20.4% increase from $4.2 billion in Q3 2024 [3] - Revenue from the cardiovascular portfolio surpassed $3.3 billion, reflecting a 22.4% rise from $2.7 billion in Q3 2024 [3] - The MedSurg portfolio revenue grew to approximately $1.7 billion, a 16.4% increase year-over-year, while the urology segment rose by 28.1% to $682 million [6] Market Response - Following the Q3 results announcement, Boston Scientific's share price increased by over 4% to around $104 per share, with a market capitalization of approximately $153 billion [2] Product Performance - The Farapulse pulsed-field ablation (PFA) system has treated 500,000 patients, demonstrating consistent real-world results [3] - Adoption of the OPAL HDx Mapping System is contributing to the growth of Farapulse, with one in three Farapulse accounts utilizing the integrated FARAWAVE NAV PFA catheter and OPAL device [4] Competitive Landscape - Medtronic has also raised its FY26 profit outlook, reflecting growth in its cardiovascular portfolio, which is competing with Boston Scientific's Farapulse [4][5]