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Hologic Introduces Digital Pathology Capabilities With Expanded CE Marking
Businesswire· 2025-11-12 21:11
"Placing digital pathology at the center of diagnostic workflows has the potential to transform the way we approach cancer diagnosis and prevention,†said Paul van Diest, Professor, Department of Pathology, University Medical Center Utrecht. "The ability to image and review more specimen types on a single system will help pathologists think beyond traditional boundaries and bring greater accuracy and efficiency to our work.†Nov 12, 2025 8:11 AM Eastern Standard Time Hologic Introduces Digital Pathology Cap ...
Alcon(ALC) - 2025 Q3 - Earnings Call Presentation
2025-11-12 21:00
Safe harbor Forward-looking statements Third-Quarter 2025 Earnings Presentation November 11, 2025 1 This press release contains, and our officers and representatives may from time to time make, certain "forward-looking statements" within the meaning of the safe harbor provisions of the US Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as "anticipate," "intend," "commitment," "look forward," "maintain," "plan," "goal," "seek," "target," "assume," ...
NeurAxis Announces New Medical Policy Coverage in Michigan, Adding 566,000 Covered Lives
Globenewswire· 2025-11-12 21:00
CARMEL, Ind., Nov. 12, 2025 (GLOBE NEWSWIRE) -- NeurAxis, Inc. (“NeurAxis” or the “Company”) (NYSE American: NRXS), a medical technology company commercializing neuromodulation therapies for chronic and debilitating conditions in children and adults, today announced new medical policy coverage for Percutaneous Electrical Nerve Field Stimulation (PENFS), representing approximately 566,000 total covered lives, in Michigan. With this addition, approximately 82% of commercially insured pediatric beneficiaries i ...
J&J's MedTech Unit Sales Improve: Will the Momentum Last?
ZACKS· 2025-11-12 20:56
Key Takeaways J&J's MedTech unit posted $8.43B in Q3 sales, up 5.6% on an operational basis.Cardiovascular growth from Abiomed and Shockwave drove stronger MedTech results.J&J plans to spin off its Orthopaedics arm to sharpen focus on faster-growing MedTech areas.Johnson & Johnson's (JNJ) medical devices segment, known as MedTech, offers products in the orthopedics, surgery, cardiovascular and vision markets. The MedTech segment accounts for around 36% of J&J’s total revenues.In the third quarter, MedTech s ...
INSP SHAREHOLDER ALERT: BFA Law Notifies Inspire Medical Systems, Inc. Investors of Important January 5 Securities Class Action Deadline for Investors seeking Recovery
Newsfile· 2025-11-12 20:17
法律诉讼背景 - 证券律师事务所Bleichmar Fonti & Auld LLP已对Inspire Medical Systems, Inc及其部分高级管理人员提起集体诉讼,指控其涉嫌证券欺诈[2] - 诉讼依据是《1934年证券交易法》第10(b)条和第20(a)条,代表Inspire股票的投资者提起[4] - 案件正在美国明尼苏达州地区法院审理,案件编号为No. 0:25-cv-04247[4] 公司业务与产品 - Inspire公司主要从事开发和制造用于治疗睡眠呼吸暂停的植入式医疗设备[5] - 其最新版本设备Inspire V于2024年8月2日获得美国FDA批准[5] 被指控的欺诈行为 - 在相关时期内,公司多次向投资者保证已采取所有必要措施以促进Inspire V的推出,并承诺一旦有足够库存满足所谓的高需求即会发布该设备[6] - 指控称,实际上公司未能为临床医生和支付方做好基本准备,导致设备采用出现显著延迟[7] - 产品发布还面临需求疲软的问题,因为许多客户已积压了大量公司旧款设备的库存[7] 股价下跌触发事件 - 2025年8月4日,公司披露Inspire V的发布面临“时间框架延长”问题,因此将2025年每股收益指引下调超过80%[8] - 股价从2025年8月4日的每股129.95美元下跌42.04美元,至2025年8月5日的每股87.91美元,跌幅超过32%[9] 导致产品发布延迟的具体原因 - 许多植入中心未完成购买和植入Inspire V所需的培训、合同签订和上岗流程[8] - 用于索赔提交和处理的某些软件更新直到2025年7月1日才生效,这意味着植入中心在此日期之前无法为手术收费[8] - 由于客户积压了旧款设备库存,导致对Inspire V的需求疲软[8]
DexCom Stock Just Fell to a 5-Year Low. Is It a No-Brainer Buy at This Price?
Yahoo Finance· 2025-11-12 20:15
公司股价表现 - 2025年初以来公司股价下跌25%,表现逊于整体表现良好的股市 [1] - 公司公布财报后股价进一步下跌,目前股价处于约五年低点 [2] - 当前股价水平与2020年新冠疫情暴跌时期相当 [7] 公司财务业绩 - 第三季度营收为12亿美元,同比增长22% [4] - 增长率的提升部分源于去年增长缓慢带来的较低比较基数 [4] - 公司增长率已连续多个季度加速,近期约为22% [7] 行业与市场担忧 - 公司主营连续血糖监测设备,服务于糖尿病患者及健康人群的血糖追踪 [3] - GLP-1减肥药物的兴起是投资者主要担忧,这类药物有助于降低糖尿病患者血糖水平,可能影响对CGM设备的未来需求 [5][6] - 市场担忧GLP-1药物的普及可能导致对CGM设备的需求减少 [6] 公司估值水平 - 公司股票目前远期市盈率为26倍,低于其历史平均水平 [8]
Artivion (NYSE:AORT) Earnings Call Presentation
2025-11-12 20:00
1 © 2025 Artivion, Inc. Corporate Overview November 2025 AORTIC VALVE STENOSIS <65 YRS ALLOGRAFT VALVES MECHANICAL VALVES AORTIC DISSECTION & ANEURYSMS FORWARD-LOOKING STATEMENT Statements made in this presentation that look forward in time or that express management's beliefs, expectations, or forecasts are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements reflect the views of management at the time such statements are mad ...
Zimmer Biomet Stock: Analyst Estimates & Ratings
Yahoo Finance· 2025-11-12 15:56
公司概况 - 公司为总部位于印第安纳州华沙的医疗技术公司,专注于设计、制造和销售骨科重建产品 [1] - 公司市值为176亿美元,客户群体包括骨科医生、神经外科医生、医院及医疗经销商等 [1] 市场表现 - 公司股价表现显著弱于大盘,年初至今下跌16.2%,过去52周下跌19.2%,同期标普500指数上涨16.4%和14.1% [2] - 公司表现亦不及行业基准,美国医疗器械ETF在2025年上涨7.2%,过去52周上涨3.5% [3] - 在发布第三季度业绩后,公司股价在单个交易日内重挫15.2% [4] 第三季度财务业绩 - 公司净销售额达到20亿美元,同比增长9.7%,其中汇率变动带来1.1%的正面影响 [4] - 按固定汇率计算,有机销售额增长5%,收购相关增长带动整体销售额增长3.6% [4] - 销售额较市场预期低42个基点 [4] - 经调整后每股收益为1.90美元,同比增长9.2%,较市场预期高出1.1% [4] 分析师观点与预期 - 覆盖该股的分析师共识评级为"温和买入",27位分析师中包含7个"强力买入"、2个"温和买入"、16个"持有"和2个"强力卖出" [5] - 市场情绪较一个月前略有降温,当时有8位分析师给予"强力买入"建议 [6] - 公司平均目标价为103.48美元,较当前股价有16.9%的上涨空间,最高目标价135美元则暗示高达52.5%的上涨潜力 [7] - 一位分析师维持"持有"评级,但将目标价从101美元下调至93美元 [7] - 市场对公司2025全财年经调整每股收益的预期为8.17美元,同比增长2.1% [5] - 公司在过去四个季度均超出市场盈利预期 [5]
国泰海通:政策拉动国内市场有效复苏 医疗设备企业迎来业绩拐点
智通财经网· 2025-11-12 15:21
医疗设备招投标整体增长态势 - 2025年10月单月新设备招投标规模同比大幅增长,其中手术机器人增长108.9%,超声增长59.9%,CT增长49.4%,DR增长54.4%,MR增长2.9%,内窥镜增长11.6% [1] - 2025年前10月累计新设备招投标规模同比高速增长,CT增长81.6%,DR增长77.4%,超声增长62.8%,MR增长59.4%,手术机器人增长42.7%,内窥镜增长24.4% [1] - 医疗设备招投标规模自2025年以来延续较好增长,大规模设备更新政策带动各级医疗机构采购积极性显著提升 [1][3] 重点公司招投标表现 - 2025年10月单月,开立医疗内窥镜招投标规模同比增长96.6%,超声增长54.5%;迈瑞医疗超声增长61.8%;联影医疗CT增长74.7%,MR下滑5.9%;澳华内窥镜增长4.8% [2] - 2025年前10月累计,开立医疗超声招投标规模同比增长98.1%,内窥镜增长96.5%;迈瑞医疗超声增长74.1%;联影医疗CT增长59.4%,MR增长46.6%;澳华内窥镜增长19.7% [2] - 联影医疗2025年前三季度国内市场实现收入68.66亿元,同比增长23.70%,体现了国内医疗装备行业回暖和结构性升级趋势 [4] 设备更新政策支持 - 2024年四部委联合印发方案,明确提出到2027年医疗卫生领域设备投资规模较2023年增长25%以上的目标,旨在提升高端设备配置至中高收入国家水平 [3] - 2024年全国各省市发布了规模较大的医疗设备更新项目采购计划,政策持续落地有望长周期拉动医疗设备采购水平 [1][3] - 国家推动的大规模设备更新在2025年逐步常态化、专业化,带动影像、放疗等创新诊疗设备更新需求快速释放 [3]
Minze Health Announces Collaboration with Medtronic to Support Patients with Overactive Bladder in EMEA
Businesswire· 2025-11-12 14:00
ANTWERP, Belgium--(BUSINESS WIRE)--Minze Health partners with Medtronic to integrate its automated bladder diary, Minze Diary Pod, into Sacral Neuromodulation care for OAB patients. ...