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Abbott Showcases World's First Dual Chamber Leadless Pacemaker in National Media Tour Featuring Patient Story with YourUpdateTV
Globenewswire· 2025-10-31 01:00
NEW YORK, Oct. 30, 2025 (GLOBE NEWSWIRE) -- A revolutionary advancement in cardiac care is changing what’s possible for people living with slow or abnormal heart rhythms. On October 13th, Abbott partnered with D S Simon Media for a special media tour featuring Karen Pekowitz, one of the first U.S. recipients of the AVEIR™ DR Dual Chamber Leadless Pacemaker System. Millions of Americans rely on pacemakers to keep their hearts in rhythm, but traditional pacemakers involve implanted wires (called leads) runnin ...
HOLX vs. ABT: Which Medical Technology Stock Is the Better Investment?
ZACKS· 2025-10-30 22:11
Key Takeaways Hologic agreed to a $79-per-share buyout with Blackstone and TPG, a 46% premium to May prices.HOLX investors eye Breast Health growth and Q4 earnings as the deal awaits 2026 completion.Abbott posted Q3 strength in pharmaceuticals, Diabetes Care and Nutrition, led by Libre and Ensure.Hologic (HOLX) and Abbott (ABT) are two of the biggest names in the U.S. MedTech industry. Abbott’s business is far more diversified, encompassing diagnostics, medical devices, nutrition and branded generic pharmac ...
Abbott(ABT) - 2025 Q3 - Quarterly Report
2025-10-30 04:22
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ABBOTT LABORATORIES (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 1-2189 An Illinois Corporation I.R.S. Employer Identification No. 36-0698440 100 Abbott Park ...
Goldman Sachs Still Says Sell-Off Coming – 5 Safe Conviction List Picks
247Wallst· 2025-10-27 00:25
Founded in 1869, Goldman Sachs is the world's second-largest investment bank by revenue and is ranked 55th on the Fortune 500 list of the largest United States corporations by total revenue. ...
全球医疗技术_中国长期展望-Global Medtech_ The Long View on China... slides and transcript from our webinar
2025-10-23 21:28
**行业与公司** [2][3] * 纪要涉及全球医疗技术行业 特别是跨国医疗科技公司在中国市场的发展 * 核心研究对象为中国医疗科技市场 涵盖医院端设备如影像、诊断、骨科 以及消费端医疗科技如眼科、牙科和助听器等细分领域 [3][4] * 提及的具体公司包括飞利浦、西门子医疗、卡尔蔡司、史赛克、强生、美敦力、波士顿科学、阿尔康、士卓曼等众多跨国企业 [5][7] **核心观点与论据** [3][4][7] **中国医疗科技市场环境转变** * 中国医疗体系进入新阶段 重点转向系统效率、成本控制和本土自给自足 [3] * 早期增长驱动力包括医疗现代化、人口老龄化、全民医保覆盖等 使医疗支出在2000-2015年间实现17%的复合年增长率 2015年后仍保持8%的复合年增长率 [9][10] * 近年来政策环境转变 三大主要政策变化为"中国制造"倡议、带量采购和反腐审计 对跨国企业构成显著逆风 [3][14] **不同细分市场差异显著** * **医院端医疗科技**:跨国企业份额正被本土竞争对手侵蚀 仅在存在创新差距的高端细分市场参与 预计未来大部分终端市场年增长率将恢复至中低个位数 [4] * **消费端医疗科技**:由于当前渗透率低、主要为自费支付、私营成分高 品牌能起到壁垒作用 预计高个位数至双位数增长将持续 [4][23][24][25][26][27] * 消费端医疗科技公司中国区销售占比提升 例如卡尔蔡司从2019年的20%增至2024年的26% 士卓曼从10%增至16% [30] **跨国企业中国业务占比变化** * 对许多欧洲医疗科技公司而言 中国现在占总销售额的份额比新冠疫情前更小 [17] * 例如施乐辉中国区收入占比从2019年的7%降至2024年的4% 预计2025年约为3% 资本设备公司如飞利浦占比从13%的峰值降至10% [17] * 西门子医疗在2023/24财年中国区占比为11% 较峰值下降约300个基点 [5][7] **投资影响与公司分类** * 根据中国业务风险敞口将覆盖公司分为三类:风险类、中性类、机会类 [5][7] * 风险类包括飞利浦、西门子医疗、康乐保等 机会类包括阿尔康、卡尔蔡司、士卓曼、索诺瓦等 [5][7] **其他重要内容** [56][74][75] **本土竞争对手的全球扩张挑战** * 在西方成熟医疗体系 大多数医疗科技终端市场是稳定寡头垄断 市场份额极具粘性 规模驱动盈利能力形成护城河 [56] * 医生习惯使用熟悉产品且重视服务 新进入者难以匹配跨国企业数十年建立的服务网络和临床培训 [57][62][63] * 市场份额与利润率强相关 小公司难以分摊高昂的固定服务成本 [65] * 中国公司在其他新兴市场有更大机会 因跨国企业在这些市场也依赖分销商 提供直接服务较少 [68][69] **技术差距与创新周期** * 在医疗影像等领域 投资者可能低估了创新的复杂性和长开发周期 [74][75] * 例如光子计数CT 西门子医疗2021年推出后 通用电气预计2026年上市 飞利浦仍处于研究阶段 显示领先跨国企业间追赶亦需多年 [76] * 低液氦MRI技术 飞利浦2018年推出 西门子医疗和通用电气2025年才推出 技术差距难以在中期内被超越 [77][78] **本土竞争格局** * 政策加速了本土冠军企业的崛起 例如在医疗影像市场 联影医疗和迈瑞医疗合计占据中国影像设备市场约24%的份额 [44][45] * 在消费医疗科技领域 国际玩家仍主导不同终端市场 本土竞争尚不构成主要威胁 [49][50]
Walmart to sell Abbott’s glucose monitor in US retail first
Seeking Alpha· 2025-10-21 20:21
Walmart (NYSE:WMT) is set to become the first brick-and-mortar retailer to sell Lingo, Abbott Laboratories’ (NYSE:ABT) over-the-counter glucose monitoring system, which is available without a prescription, Axios reported on Tuesday. The big box store is expected to launch the Lingo ...
Walmart to be first US retailer to sell Abbott's continuous glucose monitor, Axios reports
Reuters· 2025-10-21 19:34
Walmart will become the first U.S. retailer to sell an over-the-counter continuous glucose monitor in physical stores, as Abbott Laboratories' Lingo rolls out to more than 3,500 locations and online, ... ...
Abbott Laboratories (ABT) Rated Buy as Benchmark Highlights Diagnostics Growth and Global Resilience
Yahoo Finance· 2025-10-21 18:33
公司评级与业务概述 - Benchmark于10月10日开始覆盖公司 给予买入评级和145美元的目标价 并将公司描述为动态全球环境中可靠的表现者 [1] - 公司的业务策略独特 不依赖于任何单一疗法、产品或市场 [1] - 公司是全球领先的医疗健康公司 生产广泛的品牌仿制药、医疗器械、诊断产品和营养品 [3] 诊断业务前景 - 尽管公司仍从疫情后新冠检测需求下降以及中国带量采购的压力中恢复 Benchmark预计其诊断业务将在2026年随着用于血液筛查的新分子核酸检测平台推出而重新加速增长 [2] 战略投资与风险抵御 - Benchmark强调公司对潜在贸易中断的韧性 指出其计划在新的一年投资5亿美元用于美国新设施和扩建 [3] - 分析认为此举使公司在任何即将到来的关税谈判中处于有利地位 [3]
Abbott Q3 Earnings Review: Tariff, Diagnostics Cap Near-Term Gains
ZACKS· 2025-10-20 22:35
Key Takeaways Abbott's Q3 adjusted earnings met estimates despite a revenue miss on strong year-over-year growth.Tariffs and weaker Diagnostics sales in China narrowed margins and curbed investor enthusiasm.Diversified growth in Medical Devices and Nutrition supports Abbott's resilience amid trade headwinds.Shares of Abbott (ABT) have edged up 0.7% since the company’s third-quarter 2025 earnings release on Oct. 15, 2025. The company reported a strong year-over-year increase in adjusted earnings and revenues ...
Week in review: Strong bank earnings, bad loans, spinoff prep, and Dreamforce wrap
CNBC· 2025-10-18 21:41
The stock market rebounded this week after seesawing on concerns about U.S.-China trade, the ongoing federal government shutdown, and credit. For the week, the S & P 500 and tech-heavy Nasdaq jumped 1.7% and 2.1%, respectively, after each lost more than 2% the prior week. Late in the week, trade and the shutdown took a backseat to worries about regional banks, which spilled into the market. Zion and Western Alliance both disclosed bad loans during a two-day stretch, sparking a selloff in financial names on ...