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Fresenius Medical Care highlights real-world advances in hemodiafiltration and AI at ASN Kidney Week 2025
Prnewswire· 2025-10-30 21:00
Accessibility StatementSkip Navigation BAD HOMBURG, Germany, Oct. 30, 2025 /PRNewswire/ -- Fresenius Medical Care AG (FME), the world's leading provider of products and services for people with kidney diseases, will present new research showing how hemodiafiltration (HDF) is associated with improved outcomes for kidney patients and how innovations in artificial intelligence (AI) can support clinicians in daily care at the American Society of Nephrology (ASN) Kidney Week 2025, November 5-9 in Houston. "This ...
联影医疗 - 三季度各板块及各地区表现强劲;超声产品发布将成下一个催化
2025-10-30 10:01
涉及的行业与公司 * 行业:中国医疗保健行业,特别是医学影像设备市场 [1][6][68] * 公司:上海联影医疗科技股份有限公司 [1][6][8] 核心观点与论据 财务业绩表现 * 公司第三季度收入为28.4亿元人民币,同比增长75.4% [8] * 前三季度各业务板块均实现增长:计算机断层扫描(CT)增长7.9%,磁共振(MR)增长40.2%,分子影像(MI)增长22.4%,X射线(XR)增长25.1%,放疗(RT)增长28.0%,服务收入增长28.4% [8] * 第三季度毛利率同比提升3.1个百分点,但环比下降1.6个百分点 [8] * 经常性净利润为8760万元人民币,利润率为3.1% [8] 中国市场表现与展望 * 公司在中国市场前三季度增长24%,远超整体影像市场约8%的同比增长,显示市场份额加速提升(MR份额+7个百分点,MI份额+18个百分点,RT份额+15个百分点)[2] * 2025年设备"以旧换新"计划实施速度快于2024年,可能持续至2026年上半年 [2] * 地方政府在第三季度响应"反内卷"运动,可能缓解行业内的非理性竞争 [2] * 对2026年中国影像市场增长持健康预期,基层医院可能获得类似或更大的"以旧换新"补贴支持 [2] 海外市场表现与展望 * 海外市场第三季度增长80%,占总收入约30%,管理层预计第四季度强劲势头将持续 [8] * 前三季度各地区表现:北美增长50%(约7亿元人民币,服务收入增长80%),欧洲增长超过100%(超过4亿元人民币),亚太地区(除中国外)增长20%以上,新兴市场(中东、拉丁美洲、非洲)增长30%(约2亿元人民币)[3] * 不断增长的设备装机量预计将支持经常性服务收入的增长和利润率扩张 [3] 产品发布与战略 * 计划于11月在中国、12月在海外RNSA上推出全套超声产品 [8] * 公司目标为2026年获得5亿元人民币订单并实现约3亿元人民币销售额 [8] * 公司未排除在香港交易所双重上市的可能性,但目前因现金充足尚无具体计划 [8] 费用与利润率展望 * 管理层目标2025年销售费用率、研发费用率和行政管理费用率分别约为16-17%、低于15%和约5% [4] * 预计2026年销售费用率和研发费用率将小幅下降 [4] 投资评级与估值 * 摩根士丹利给予公司"均配"评级,目标价158.00元人民币,较当前股价有约8%的上涨空间 [6] * 估值方法基于贴现现金流模型,关键假设包括加权平均资本成本8.8%,终端增长率4.0%,公司税率13.5% [9] 其他重要内容 潜在上行风险 * 有利的监管发展、市场份额增长、规模经济及审慎成本控制带来的利润率扩张、快速的海外扩张及经常性收入增长 [11] 潜在下行风险 * 意外的监管收紧、政府对资本开支的支持减少、市场份额流失、产品结构不利变化导致利润率恶化、海外扩张及经常性收入增长不及预期、地缘政治风险 [11] 公司基本信息 * 当前股价(2025年10月29日)为146.56元人民币,52周价格区间为115.00-164.50元人民币 [6] * 当前流通股本为8.24亿股,当前市值为1207.886亿元人民币 [6]
RBC Capital Raises Price Target on Smith & Nephew (SNN) Ahead of Capital Markets Day
Yahoo Finance· 2025-10-30 09:27
Smith & Nephew plc (NYSE:SNN) is included among the 11 Best FTSE Dividend Stocks to Buy Right Now. RBC Capital Raises Price Target on Smith & Nephew (SNN) Ahead of Capital Markets Day Smith & Nephew plc (NYSE:SNN), a global medical technology company based in the UK, offers a wide range of products and services within the medical equipment industry to serve its customers’ needs. On October 20, RBC Capital raised its price target on Smith & Nephew plc (NYSE:SNN) to GBP1,700 from GBP 1,400, whi ...
Tariffs Bite Into GE HealthCare Q3 Profit Margin
Benzinga· 2025-10-29 23:42
On Wednesday, GE HealthCare (NYSE:GEHC) reported third-quarter 2025 adjusted earnings of $1.07 per share, which beat the consensus of $1.05.GEHC is having a challenging session. Watch the momentum hereIt was down from $1.14 a year ago due to the impact of tariff expenses.The company reported sales of $5.14 billion, beating the consensus of $5.08 billion.Revenues increased 6% on reported and 4% on an organic basis year-over-year. Revenue growth was driven by strength in the U.S. and the European, Middle East ...
GE HealthCare Technologies (GEHC) - 2025 Q3 - Earnings Call Presentation
2025-10-29 20:30
3Q 2025 Earnings Presentation October 29, 2025 © 2025 GE HealthCare. GE is a trademark of General Electric Company used under trademark license. Forward-looking statements and additional information This presentation contains forward-looking statements. These forward-looking statements might be identified by words, and variations of words, such as "will," "expect," "may," "would," "could," "plan," "believe," "anticipate," "intend," "estimate," "potential," "position," "forecast," "target," "guidance," "outl ...
Photocure ASA: Results for the third quarter of 2025
Prnewswire· 2025-10-29 14:21
Accessibility StatementSkip Navigation OSLO, Norway, Oct. 29, 2025 /PRNewswire/ --Â Photocure ASA (OSE: PHO) today reported Hexvix®/Cysview® revenues of NOK 134.1 million in the third quarter of 2025 (Q3 2024: NOK 120.1 million), and an EBITDA of NOK 10.2 million (Q3 2024: NOK 5.0 million) for the company. Looking ahead, Photocure expects product revenue growth in the range of 8% to 10% on a constant currency basis (compared to 7 to 11% previously) and an EBITDA improvement in 2025. While the company is not ...
U.S. Centers for Medicare & Medicaid Services finalizes National Coverage Determination for the Medtronic Symplicity Spyral™ renal denervation (RDN) system
Prnewswire· 2025-10-29 06:36
Accessibility StatementSkip Navigation Symplicity blood pressure procedure is now covered for qualifying Medicare patients GALWAY, Ireland, Oct. 28, 2025 /PRNewswire/ -- Medtronic plc (NYSE: MDT), a global leader in healthcare technology, today announced that the Centers for Medicare & Medicaid Services (CMS) has released the final National Coverage Determination (NCD) on renal denervation, applicable to the Symplicity Spyralâ"¢ renal denervation (RDN) system, also known as the Symplicity blood pressure pr ...
Accuray to Report First Quarter Fiscal 2026 Financial Results on November 5, 2025
Prnewswire· 2025-10-28 19:35
A live webcast of the call will also be available from the Investor Relations section of the company's website at investors.accuray.com. A webcast replay can be accessed on the website and will remain available until Accuray announces its results for the second quarter of fiscal 2026. About AccurayAccuray is committed to expanding the powerful potential of radiation therapy to improve as many lives as possible. We invent unique, market-changing solutions designed to deliver radiation treatments for even the ...
In Memoriam: Dr. Robert Hawes Bartlett (1939-2025) - Father of Extracorporeal Membrane Oxygenation (ECMO) and Former CytoSorbents Chief Medical Officer
Prnewswire· 2025-10-28 19:00
Accessibility StatementSkip Navigation PRINCETON, N.J., Oct. 28, 2025 /PRNewswire/ -- CytoSorbents Corporation (NASDAQ: CTSO), a leader in the treatment of life-threatening conditions in the intensive care unit and cardiac surgery using blood purification, honors the life and legacy of Dr. Robert Hawes Bartlett, MD (1939-2025), the company's former Chief Medical Officer from 2008-2017, who passed away last week at age 86. Dr. Robert Hawes Bartlett, MD - University of Michigan. Father of Extracorporeal Memb ...
Outset Medical to Report Third Quarter 2025 Financial Results on Monday, November 10, 2025
Globenewswire· 2025-10-28 04:05
SAN JOSE, Calif., Oct. 27, 2025 (GLOBE NEWSWIRE) -- Outset Medical, Inc. (Nasdaq: OM) (“Outset”), a medical technology company pioneering a first-of-its-kind technology to reduce the cost and complexity of dialysis, today announced that it will release financial results for the third quarter 2025 after the close of trading on Monday, November 10, 2025. On the same day, at 1:30 p.m. Pacific time (4:30 p.m. Eastern time), Leslie Trigg, Chair and Chief Executive Officer, and Renee Gaeta, Chief Financial Office ...