Strategy
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.
INBRAIN unveiled a bidirectional "rice-sized" BCI chip partnership, Merck commercialization progress and new speech-decoding trial in France as it advances its graphene-based cortical interface toward commercialization, pending regulatory clearance.
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.
Tariff elimination deal should bring lower acquisition costs, reduce procedure costs and mean wider deployment of advanced equipment for hospitals and diagnostic networks.
Medtech leaders expect faster change in 2026 as AI integration speeds up across all business aspects, according to a Deloitte survey of medtech execs that also predicted M&A activity will remain strong in 2026. While optimism is high, uncertainties remain.
Shantanu Gaur, CEO of Allurion Technologies, a company that has developed a swallowable gastric balloon, believes that GLP-1 sales could indirectly lead to increased demand for medical device-based bariatric procedures, especially as patients seek alternatives to drug side effects and weight regain.
The rise and fall of US tariffs and the chill headwind from China’s state procurement policies have blown onto medtech’s radar. But how to monetize AI is the dominant concern up and down the industry.
Zimmer Biomet Readies Iodine-Coated Hip For 2025 Japan Launch, Plans To Expand Platform To New Joint
Zimmer Biomet is preparing to introduce iodine-coated hip implants to international markets, offering joint replacement patients a new alternative intended to ward off infection. The company intends to broaden the platform’s reach into “knees, shoulders and other categories in due time.”
Ahead of Exact Science’s $21bn dollar acquisition by Abbott, Medtech Insight spoke to the company’s chief medical officer, Tomasz Beer, to learn more about the company’s multi-cancer early detection offering, its wider portfolio of products and to hear more about the direction of the field.
Abbott will acquire Exact Sciences for $21bn, which marks the largest such deal ever in the diagnostics space. The deal will allow Abbott to enter the fast-growing $60bn US cancer screening market.
CEO Bernd Montag said a reduced Siemens stake could make Healthineers attractive to new investors.
BrainsWay advanced its Deep TMS platform with an FDA labeling expansion for adolescent MDD and the launch of a 200-patient alcohol use disorder trial. The company posted strong Q3 growth and is pursuing new indications and at-home neuromodulation through its Neuralief investment.
Analysts expect ResMed to receive substantial incremental demand from customers who switch away from Philips following its recall as well as from consumers who question Philips' reputation.
Illumina’s latest generation platform, the NovaSeq X, continues to gain traction among research and clinical customers. During the third quarter, the company placed more than 55 instruments, aligning with its target of 50 to 60 placements per quarter.
As BD refines its commercial model, it has also brought leadership transition to its finance organization. The company recently announced that executive vice president and chief financial officer Chris DelOrefice will depart BD effective Dec. 5.
Record Mako installations in the third quarter fueled growth across Stryker’s orthopedics portfolio, supporting higher revenue in the “Ortho Other” category. Executives said new product launches and software upgrades are broadening clinical applications.