Key Takeaways BSX's MedSurg growth is fueled by endoscopy, neuromodulation, and global urology market share gains. BSX's WATCHMAN sales rose 24% in Q1 2025, driven by new DRG rules and next-gen device adoption. Recent acquisitions added 400bps to Q1 sales and drove 18.2% organic revenue growth for BSX.Boston Scientific’s (BSX) robust MedSurg segment, driven by endoscopy, neuromodulation and urology businesses, is poised for further growth in the upcoming quarters. The long-term prospects of the WATCHMAN d ...

Key Takeaways BSX gains MedSurg share via growth in Endoscopy, Urology and Neuromodulation product lines. MDT expands Surgical Robotics with Hugo RAS, now rolled out across 30 international markets. Both BSX and MDT see growth in emerging markets. Investors are increasingly eyeing the fast-growing MedSurg equipment space, which is projected to witness a compound annual growth rate (CAGR) of 9.54% from 2025 to 2030 (per Grand View Research). Two prominent companies with a strong foothold in this space are ...

Core Insights - Boston Scientific (BSX) has raised its full-year 2025 guidance for net sales growth to approximately 15-17% on a reported basis and nearly 12-14% on an organic basis, reflecting strong first-quarter results and ongoing momentum in key growth areas [1][8] - The company reported an organic sales growth of 18% in the first quarter, exceeding the guided range of 14-16%, with adjusted EPS at $0.75, a 34% year-over-year increase [2] - The Cardiology segment saw a significant sales increase of 31%, driven by products like WATCHMAN and AGENT drug-coated balloon, while the Electrophysiology business experienced a remarkable 145% year-over-year growth [3][8] Financial Performance - Full-year adjusted earnings per share are now expected to be in the range of $2.87-$2.94, up from the previous estimate of $2.80-$2.87 [1] - The company anticipates a $200 million tariff impact in 2025, primarily in the second half, but plans to offset this through organic sales growth and discretionary spending reductions [4] Competitive Landscape - Competitors like Edwards Lifesciences and Stryker have also adjusted their sales forecasts, with Edwards maintaining an 8-10% growth forecast and Stryker raising its guidance to 8.5-9.5% organic growth [5][6] - Boston Scientific's stock has outperformed the industry, gaining 33.4% over the past year compared to the industry's 8.8% growth [7] Valuation Metrics - Boston Scientific currently trades at a forward 12-month price-to-earnings ratio of 33.19X, which is above the industry average of 20.83X [9]

Key Takeaways Boston Scientific is gaining from rapid growth in cardiovascular devices, led by EP and heart products. BSX sees strong global traction for FARAPULSE and 24% WATCHMAN sales growth in Q1 2025. The Zacks Consensus Estimate for BSX's 2025 sales and EPS is rising on strong demand and operating resilience.Boston Scientific (BSX) , a prominent global player in cardiovascular technology, is well-positioned to capitalize on the robust expansion of the cardiovascular devices market. According to a Ma ...

Demographic Trends - The global population is aging rapidly, with life expectancies increasing and birth rates declining, leading to a demographic imbalance in both developed and emerging economies [1] - By 2030, one in six individuals globally will be over 60, and by 2050, this figure is expected to reach 2.1 billion, with 80% residing in low- and middle-income countries [2] Healthcare Market Dynamics - The global geriatric care market was valued at approximately $1.2 trillion in 2025, up from around $1 trillion in 2022, driven by the rising prevalence of chronic conditions among older adults [3] - There is a growing demand for pharmaceuticals, medical devices, home-based care, and digital health solutions tailored for aging populations [3] Company Strategies - Healthcare companies like Boston Scientific, AbbVie, Amgen, and Dexcom are enhancing operational efficiency to expand their presence in the Seniors & Aging Demographics domain [4] - Pharmaceutical companies are focusing on developing treatments for chronic conditions prevalent in older adults, particularly in immunology, oncology, and neurodegenerative diseases [5] Investment Opportunities - The Healthcare Real Estate Investment Trust (Healthcare REIT) sector is gaining attention, with companies like Community Healthcare Trust and CareTrust REIT focusing on specialized healthcare real estate for the aging population [6] - Digital health solutions, AI-driven diagnostics, and home-based monitoring systems are creating new revenue opportunities for healthcare firms [5] Company Highlights - Boston Scientific has developed devices like the WATCHMAN and SYNERGY systems, catering to the needs of elderly patients [8] - AbbVie is expanding its focus on the aging demographic through strategic acquisitions and partnerships, including the acquisition of Aliada Therapeutics for Alzheimer's treatment [10][11] - Amgen is advancing its R&D pipeline with a focus on elderly-targeted medicines, including osteoporosis treatments and obesity drugs [13][14][15] - Dexcom is enhancing its continuous glucose monitoring systems for seniors, including the launch of the Stelo system, which is designed for ease of use [16][17]

Boston Scientific (BSX) FY 2025 Conference May 28, 2025 08:00 AM ET Speaker0 Thanks everybody for coming. I'm Lee Hambrite, US med tech analyst at Bernstein. We are very pleased to host Boston Scientific today. We've got chairman and CEO Mike Mahoney Speaker1 and chief medical officer doctor Ken Stein. Thanks so much guys for being here. Pleasure. For those of you in the audience, if you would like to ask a question, you could submit it via the pigeonhole tool, and I will try to work in as many as I can her ...

报名：首届全球心血管大会 | 重磅亮点 合作伙伴征集：2025全球手术机器人大会 2025年4月23日，波士顿科学 Boston Scientific (NYSE:BSX) 公布2025年第一季度业绩，第一季度总营收达到 46.63亿美元（合约340.1亿人民币） ， 销售额增长 20.9% ，净利润大幅增长 36.2% ，并且上调了其全年业绩指引。 在23日的早盘交易中，波士顿科学股价上涨 超过5% ，达到每股100.28美元，同期标准普尔500指数上涨 超过2% 。 # 财 报 详情 第一季度总体净销售额达到 46.63亿美元 ，按报告增长20.9%；GAAP每股收益为0.45美元， 调整后的每股收益达到0.75美元。 | | Three Months Ended | | | | | | --- | --- | --- | --- | --- | --- | | | March 31, | | | | Reported | | (in millions) | 2025 | | 2024 | | Basis | | Endoscopy | র্ব | 673 | दे | 642 | 4.7 % | | U ...

近日，思宇MedTech注意到波士顿科学的一则招聘信息：房颤解决方案事业部启动"百岗校招"计划， 面向2025届应届生及毕业两年内的候选人，开放150 个临床技术培训生岗位，覆盖全国34个省市。 与以往偏向市场、销售类岗位的招聘不同，此次的重点落在了被业内称为"跟台岗"的 临床一线技术支持人员 。根据招聘描述，新入职者将直接参与房颤治 疗手术全过程，包括术前准备、术中支持及术后沟通。换句话说，他们从培训结束后就能站上手术现场，服务于真实病例和真实操作。 这看上去不仅是一轮简单的人才扩充，更是波士顿科学在中国房颤市场加速深化临床部署、全面提升一线渗透力的重要举措。 2024年，波士顿科学的 FARAPULSE脉冲电场消融系统 获得国家药品监督管理局（NMPA）批准，成为国内首款进口PFA系统。同时，其在房颤卒中预防 方向上的代表产品—— Watchman左心耳封堵系统 ——也在中国进入成熟应用期。 在思宇看来，这场校招，是波士顿科学"重投临床、深耕一线"战略思路的具体体现。通过年轻技术人才的广泛铺设，波士顿科学或将打通产品—术式—医院 —医生之间的落地通路，为房颤整体解决方案在中国的本地化放量奠定基础。 一、房 ...

近日，思宇MedTech注意到波士顿科学的一则招聘信息：房颤解决方案事业部启动"百岗校招"计划， 面向2025届应届生及毕业两年内的候选人，开放150 个临床技术培训生岗位，覆盖全国34个省市。 与以往偏向市场、销售类岗位的招聘不同，此次的重点落在了被业内称为"跟台岗"的 临床一线技术支持人员 。根据招聘描述，新入职者将直接参与房颤治 疗手术全过程，包括术前准备、术中支持及术后沟通。换句话说，他们从培训结束后就能站上手术现场，服务于真实病例和真实操作。 这看上去不仅是一轮简单的人才扩充，更是波士顿科学在中国房颤市场加速深化临床部署、全面提升一线渗透力的重要举措。 2024年，波士顿科学的 FARAPULSE脉冲电场消融系统 获得国家药品监督管理局（NMPA）批准，成为国内首款进口PFA系统。同时，其在房颤卒中预防 方向上的代表产品—— Watchman左心耳封堵系统 ——也在中国进入成熟应用期。 在思宇看来，这场校招，是波士顿科学"重投临床、深耕一线"战略思路的具体体现。通过年轻技术人才的广泛铺设，波士顿科学或将打通产品—术式—医院 —医生之间的落地通路，为房颤整体解决方案在中国的本地化放量奠定基础。 一、房 ...

2025年2月5日， 波士顿科学 公布了 2024年第四季度及全年业绩 ， 第四季度销售额 45.61亿美元（约合332亿人民币） ，同比增长22.4%；全年总营收 167.47亿美元（约合1220亿人民币） ， 同比 增长17.6%。 # 财报亮点 第四季度的净销售额 为45.61亿美元 ，同比增长22.4%（报告）、23.1%（运营）和19.5%（有机）；每股收益（EPS）为0.38美元，同比增长11.8%，调整后 为0.70美元，同比增长27.3%； 毛利率为67.9%，同比下降130个基点；调整后为70.6%，同比增长20个基点；营业利润率为14.8%，同比下降90个基点；调整 后为27.4%，同比增长80个基点。 全年净销售额为167.47亿美元 ，同比增长17.6%（报告）、18.5%（运营）和16.4%（有机）；每股收益（EPS）为1.25美元，同比增长20.0%，调整后为2.51 美元，同比增长100.0%；毛利率为68.6%，同比下降90个基点；调整后为70.3%，同比下降40个基点；营业利润率为15.5%，同比下降100个基点，调整后为 27.0%，同比增长70个基点。 | Q4 & FY ...