Core Insights - The integration of generative AI and agentic AI in medical devices is transforming clinical workflows and patient care, with generative AI focusing on content creation and design optimization, while agentic AI enables autonomous decision-making based on real-time data [1][3] Group 1: AI Integration in Medical Devices - Generative AI is used to create synthetic medical images for training diagnostic tools, enhancing datasets [1] - Agentic AI supports predictive maintenance in medical equipment, reducing downtime through fault detection and automated service scheduling [3] - AI-powered tools like Nuance Communications's Dragon Ambient eXperience improve clinical documentation by transcribing doctor-patient conversations into structured notes [2] Group 2: Key Factors Driving AI Adoption - There is a rising demand for precision and personalized medicine, with AI enabling individualized diagnostics and treatments based on patient-specific data [5] - The regulatory environment is favorable, with over 700 AI-enabled devices approved by the FDA, significantly increasing from 2020 [6] Group 3: Medical Device Stocks to Watch - Boston Scientific Corporation (BSX) is investing in AI for improved procedural outcomes, with a projected 2025 sales growth rate of 16.4% and earnings expected to grow by 15.9% [8][7] - Johnson & Johnson (JNJ) employs AI in surgical robotics and digital surgery analytics, with a historical earnings growth rate of 5.5% and projected sales growth of 2.8% for 2025 [11][10] - GE HealthCare Technologies Inc. (GEHC) leads in FDA-cleared AI devices, with a projected sales growth rate of 3.2% for 2025 and a focus on enhancing imaging through AI solutions [13][12]

2025年7月7日， Enovis Corporation (NYSE: ENOV) 宣布推出 Manafuse ® 骨生长刺激器 ，这是一款便携 式、电池供电的医疗设备，采用 低强度脉冲超声（LIPUS）技术 ，用于非侵入性治疗新鲜骨折和骨折不愈 合。 # Manafuse ® 骨生长刺激器 Manafuse ® 骨生长刺激器 通过发射LIPUS信号，激活人体自身的愈合过程，从而加速骨折愈合 。其配备非 无菌换能器、固定带和凝胶，需由医疗专业人员使用放射影像或解剖标记确认正确放置位置，并用不可擦除标 记在患者皮肤上标记应用部位。具有以下主要特点： 适用于治疗 特定新鲜骨折 （如闭合的、后移位远端桡骨骨折和闭合或I级开放胫骨骨干骨折）以及 骨折不愈 合 （排除颅骨和椎骨）。设备需在骨科医生通过闭合复位和石膏固定进行骨折管理时使用。 便携性和易用性 ：Manafuse是便携式设备，电池供电，患者每天 仅需使用20分钟 ， 最长可使用343 天 ，适合家庭使用，可穿戴于石膏、支具或衣物之上。 LIPUS技术 ：通过发射低强度脉冲超声信号，刺激骨细胞（成骨细胞）分裂和生长，激活身体的自然愈 合过程。LIPUS技术已 ...

12 Jun 2025 22:05:46 ET │ 12 pages Flash | China Healthcare Strong tendering growth continued in May 2025 CITI'S TAKE The medical equipment sector is on track for recovery since last Nov – the tendering continued to grow strongly in May 2025 with yoy growth of 78%, according to Joinchain. Data in Jun will be released around mid Jul. Among leading medical equipment companies, Mindray maintained robust growth of 56% yoy; United Imaging grew by 11% yoy after a surge of 208% yoy in Apr. The strong growth moment ...

June 12, 2025 02:21 PM GMT Mindray Bio-Medical | Asia Pacific M Update Takeaways from Investor Day This year's event was very well attended. The chairman shared the overall business strategy against the evolving policy/ geopolitical backdrop. The senior R&D team discussed the total solution strategy for AI integration and consumable sales. Mindray aspires to be a global top 10 medtech player. Key Takeaways Mi-Care: As Mindray's most well-established segment, Mindray launched its proprietary LLM model for cr ...

10 June 2025 | 6:06PM CST China Healthcare: May 2025 China hospital equipment bidding: YoY growth continued, while VBP hits ultrasound price We continue to track the procurement value of main medical devices in China. As we expected, the May data showed continued strong YoY growth (+91%), but a MoM decline (-13%). Taking into account that May 2024 was a low base caused by delays in trade-in program, comparing the May 2025 data to May 2023 still reveals a 33% increase. In our view, this indicates that hospit ...

Embecta (EMBC) 2025 Conference June 05, 2025 04:55 PM ET Speaker0 All right. Good afternoon, everyone. My name is Mike Sarcone. I'm an analyst on the US medical supplies and devices team here. And this is the last session for Jefferies twenty twenty five New York Healthcare Conference and this is a fireside chat with MBECTA. And from the company we've got Jake Elgouy, CFO and we're also joined here by Pravesh Kandawal who heads the IR function. So gentlemen, thank you both for being with us today. Speaker1 ...

Butterfly Network (BFLY) FY Conference June 05, 2025 09:00 AM ET Speaker0 Alright. Hi, everyone. Good morning. Thanks for joining us on the third and final day of the William Blair Grostock conference here in Chicago. If you don't know me, I'm Andrew Brackman. I'm the equity research analyst here at Blair that covers Butterfly. We're very pleased to have the company's CEO, Joe DeVivo, joining us today. I am required to tell you that for a full list of research disclosures, please visit blair.com. Just anoth ...

Core Insights - RadNet, Inc. has completed the acquisition of See-Mode Technologies, enhancing its capabilities in AI for ultrasound imaging, particularly for thyroid and breast applications [1][5] - The integration of See-Mode's technology is expected to improve diagnostic accuracy and clinical workflows, with standardized reporting for ultrasound imaging [1][5] - The acquisition positions RadNet as a leader in AI innovation within the ultrasound sector, aiming to expand efficiencies across various clinical areas [5][10] Company Overview - RadNet is a leading provider of diagnostic imaging services in the U.S., operating over 401 outpatient imaging centers and employing more than 11,000 staff [9] - DeepHealth, a subsidiary of RadNet, focuses on AI-powered health informatics to enhance imaging care and operational efficiency [10] - See-Mode specializes in AI solutions for ultrasound imaging, with regulatory approvals in multiple countries, including the U.S., Canada, and Australia [12] Market Context - Thyroid cancer is one of the fastest-growing cancer diagnoses globally, with approximately 20 million ultrasound exams performed annually in the U.S. for thyroid and breast conditions combined [2] - The deployment of See-Mode's FDA-approved thyroid ultrasound AI has shown a 30% reduction in scan time, indicating significant potential for improved workflow efficiency [2] - The existing reimbursement code for thyroid ultrasounds may enhance revenue opportunities for RadNet, with plans to extend these efficiencies to breast screening and other areas [2][5]

Key Takeaways HOLX's Breast Health segment fell 6.2% in Q2, continuing a decline led by weaker capital equipment sales. Despite softness, Hologic's service revenues rose 12%, driven by a large global gantry install base. HOLX eyes a growth rebound in Q4 and plans a 2026 launch of its FDA-cleared Envision mammography platform.Women’s health medical device maker, Hologic (HOLX) , is struggling with continued softness in its core Breast Health segment. Sales fell 6.2% in the fiscal 2025 second quarter due to ...

Core Viewpoint - Royal Philips announced a share repurchase plan of up to 6 million shares, amounting to approximately EUR 125 million, to fulfill obligations from its long-term incentive plans [1][2]. Group 1: Share Repurchase Details - The share repurchases will occur through one or more forward transactions during the second and third quarters of 2025 [2]. - The execution of the repurchase is in compliance with the Market Abuse Regulation and within the limits authorized by the General Meeting of Shareholders on May 8, 2025 [2]. - Philips anticipates taking delivery of the shares in 2027 [2]. Group 2: Company Overview - Royal Philips is a leading health technology company focused on enhancing health and well-being through innovation [3]. - The company generated sales of EUR 18 billion in 2024 and employs approximately 67,200 people across more than 100 countries [3].