Latest from Shubham Singh
Boston Scientific also announced a new collaboration with Siemens Healthineers aimed at expanding its structural heart imaging capabilities. The companies plan to develop and commercialize a next-generation 4D intracardiac echocardiography catheter, ACUNAV.
Boston Scientific exits 2025 with roughly a 65% share of the PFA market, within a segment the company believes will grow about 15%.
Besides China pricing reforms, Roche continued to face cost pressures linked to investments in new technologies such as CGM and LumiraDx. Tariffs also weighed on performance.
The timing of the US tariff reset is also notable. It comes days after India and the European Union concluded a trade deal under which duties on medical devices will be cut from 27% to zero, while allowing liberalized tariffs for devices made in India.
Stryker’s broader orthopedics portfolio continued to benefit from strong robotic demand during the quarter, with the company reporting 28.7% organic growth in its US Orthopedics other than hips and knees business.
Stryker’s leadership transition and operational execution were in focus during the company’s latest earnings call, as executives outlined changes to senior management, progress on margins amid tariff pressures, and confidence in sustained organic growth.
