Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...

Key Takeaways Medtronic secured FDA approval for its Altaviva implantable tibial neuromodulation device. MDT's device treats urge urinary incontinence through a minimally invasive ankle implant. MDT's Altaviva features a 15-year battery life, quick recharging, and MRI compatibility. Medtronic plc (MDT) recently received Food and Drug Administration (“FDA”) approval for the minimally invasive implantable tibial neuromodulation (ITNM) Altaviva device. The therapy is inserted near the ankle and designed to tre ...

Key Takeaways Boston Scientific expanded in oncology and hypertension with Intera Oncology and SoniVie deals. Acquisitions boosted BSX Q2 revenues by 450 basis points, strengthening therapeutic portfolios. BSX's WATCHMAN franchise grew 28% in Q2, aided by CE Mark for next-gen FLX Pro device. Boston Scientific (BSX) is poised for growth in the upcoming quarters, driven by its impressive strategic acquisitions. The long-term prospects of the WATCHMAN devices are encouraging. Meanwhile, headwinds like currency ...

Shares of ClearPoint Neuro Inc. (CLPT) are up nearly 40% at $17 in premarket trading on Wednesday.This global device, cell, and gene therapy-enabling company operates in two segments: (i) a providing medical devices for neurosurgical applications, and (ii) a business focused on partnerships in the biologics and drug delivery space. Its primary medical device product is the ClearPoint system, designed to target and guide: (a) the insertion of deep brain stimulation electrodes, biopsy needles, and laser cath ...

Insulet Corporation (PODD), headquartered in Acton, Massachusetts, operates as an innovative medical device company. Valued at $23.6 billion by market cap, the company develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. Companies worth $10 billion or more are generally described as “large-cap stocks,” and PODD perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the medical device ...

Therma Bright Expands Relationship with Distribution Partner Gen-X Med for Venowave(TM) SalesInitial 200-Unit Sale previously announced on April 24, 2025, Targeted Specialized Knee Surgeons in U.S. Healthcare NetworkSeptember 24, 2025 6:30 AM EDT | Source: Therma Bright Inc.Toronto, Ontario--(Newsfile Corp. - September 24, 2025) - Therma Bright Inc. (TSXV: THRM) (OTCQB: TBRIF) (FSE: JNX) ("Therma Bright" or the "Company"), a developer and investment partner specializing in advanced diagnostic ...

行业与公司 * 该纪要涉及的行业为医疗器械行业 公司为迈瑞医疗（Mindray 300760 SZ）[1] 核心观点与论据 近期业绩与市场环境 * 中国医院设备市场自2023年第三季度起进入下行周期 结束了新冠疫情带来的医疗基建扩张热潮[1] * 公司自2023年第三季度起未能实现其20%的长期增长目标 并在2024年第四季度至2025年第二季度期间录得连续三个季度的负增长[1] * 近期出现转机迹象 设备招标在近几个月回暖 公司指引其中国销售渠道的去库存将在2025年底前完成 且2025年下半年第三季度整体收入可能再次转正[1] * 2025年上半年 公司报告的病人监护生命信息与支持（PMLS）和医学影像（MI）业务收入分别同比下降57%和47% 但终端市场采购价值同比分别增长49%和91% 表明渠道正在进行去库存[40] 长期增长驱动力 * 公司的长期双位数增长将由中国市场的经常性收入业务和新兴市场的份额提升所支持[1] * 在中国市场 产品被分为三类：成熟业务（2024年占中国收入75% 预计2035年降至39%）、成长中业务（2024年占20% 预计2035年占22%）和高潜力业务（2024年占5% 预计2035年占38%）[8][10][12] * 高潜力业务（如电生理、手术机器人、微创手术产品）预计将在未来十年驱动中国收入增长 贡献2024-2035年中国增量收入的65%[1][10] * 高潜力业务中的超声刀（ultrasonic scalpel）预计将在2025年产生1.5亿人民币收入[13][56] * 海外市场增长预计将继续表现优异 主要由新兴市场（EM）驱动 因其仍处于医疗基建发展阶段且对高性价比设备有强劲需求[1][16] * 预计新兴市场（EM）收入在2025E-2030E期间的复合年增长率（CAGR）为14% 发达市场（DM）为8%[6][74][76] * 公司目标长期在国内/全球达到30%以上/5%以上的市场份额（对比2023年的20%/2.4%）[66] 战略转型与经常性收入 * 公司战略重点转向产生更多经常性收入 如IVD试剂、医用耗材及维护服务/AI软件 以减少对医院资本开支周期的依赖[10][41] * 预计服务收入占中国收入的比重将从2%增至2035E的11%[60] * 公司推出了启元（Qi Yuan）临床AI大模型 据称能辅助输出重症监护知识 准确率95%以上 并能在1分钟内自动生成病历[61] 集采（VBP）与价格压力 * 公司的体外诊断（IVD）业务面临集采带来的价格压力[1] * 截至2025年8月 中国大陆31个省级行政区中有12个已完成超声设备的省级集采 约18%的超声采购量已通过集采进行 终端市场价格平均下降了约50%-60%（对应出厂价下降约10%-20%）[30] * 根据Joinchain数据 2025年大多数医疗设备的平均销售价格（ASP）面临下行压力[26][27] * 公司2025年上半年的毛利率因终端ASP下降而下降了约5个百分点[26] 财务预测与估值 * 下调2025E/2026E/2027E的盈利预测5.0%/3.9%/3.3%以反映近期的去库存和价格竞争 但因引入AI和软件收入预测而提高了长期预测（如2035E盈利从379亿人民币上调至395亿人民币）[85][87] * 新的12个月目标价为314元人民币 意味着较当前股价有34%的上行空间（对比中国医药、生物科技和医疗器械板块23%的平均上行空间）[1] * 公司维持强劲的现金流 2020-2024年运营现金流（OCF）平均占盈利的115% 并计划维持65%的派息率 意味着3%的股息收益率[80][83] 其他重要内容 渠道库存与去库存进展 * 据估算 截至2024年第二季度 公司分销商囤积了70亿人民币的库存（对比2024年中国设备收入93亿人民币）[40] * 公司在2024年第三季度至2025年第二季度期间成功将渠道库存减少了27亿人民币 目标是在2025年底前使渠道库存恢复正常水平[40][44] 市场竞争格局与份额 * 公司在中国病人监护仪、麻醉机、血液分析仪市场份额排名第一（分别为56%、40%、53%） 在超声、生化分析、化学发光免疫分析（CLIA）市场排名分别为第一、第二、第四[13] * 在中国化学发光免疫分析（CLIA）试剂市场 进口替代空间充足 国内品牌份额仍低于30%（对比生化分析的80%和血液分析的45%）[42][45] * 在腹腔镜手术机器人市场 Intuitive Surgical在2024年仍占据64%的市场份额（按价值计） 但预计公司将从2028E开始产生收入 并到2030E获得约26%的份额[47][51][52] 风险因素 * 主要下行风险包括：集采对部分产品出厂价的进一步影响、进入中国顶级医院进度低于预期、进入北美和欧洲市场困难、专利相关诉讼风险以及贸易政策的意外变化[96]

核心事件 - 罗森律师事务所宣布对Tandem Diabetes Care Inc可能存在的证券索赔进行调查 指控该公司向投资公众发布 materially misleading business information [1] - 调查源于2025年8月7日公司发布的自愿医疗设备更正公告 涉及特定t:slim X2胰岛素泵的潜在扬声器相关问题 可能导致胰岛素输送中断 [3] - 该消息导致Tandem Diabetes股票在2025年8月7日当日下跌19.9% [3] 法律程序 - 罗森律师事务所正在准备集体诉讼 旨在为投资者挽回损失 [2] - 潜在参与者可通过指定链接或联系方式加入 prospective class action [2] - 该律所采用 contingency fee arrangement 投资者无需支付任何自付费用 [2] 律所背景 - 罗森律师事务所专注于证券集体诉讼和股东派生诉讼 在全球代表投资者 [4] - 该律所2017年因证券集体诉讼和解数量被ISS Securities Class Action Services排名第一 2013年以来每年保持前四排名 [4] - 2019年单独为投资者追回4.38亿美元 累计追回金额达数亿美元 [4] - 创始合伙人Laurence Rosen于2020年被law360评为原告律师界泰斗 [4] 相关案例 - 该律所同时正在调查National Grid plc的潜在证券索赔案件 [7] - 已代表普通股出售者对Sina Corporation提起证券欺诈集体诉讼 [8]

Key Points The cardiac health specialist announced FDA approval for one of its diagnostic products. It didn't hesitate to say the HeartFlow Plaque Analysis is now available for purchase. 10 stocks we like better than HeartFlow › Just after market close on Tuesday, specialized medical device company HeartFlow (NASDAQ: HTFL) was the very picture of health, as far as its stock was concerned. The company's shares saw a robust 14% boost in price, thanks largely to a nod from one of the world's top healt ...

SAN JOSE, Calif. & TEMPE, Ariz.--(BUSINESS WIRE)--Align Technology, Inc. ("Align†) (Nasdaq: ALGN), a leading global medical device company that designs, manufactures, and sells the Invisalign® System of clear aligners, iTeroâ"¢ intraoral scanners, and exocadâ"¢ CAD/CAM software for digital orthodontics and restorative dentistry, today announced that it has filed a complaint under Section 337 of the Tariff Act (which prohibits unfair competition and acts in the importation and/or sale of goods) with. ...