文章核心观点 - 波士顿科学公司(Boston Scientific)在国际市场上正在获得牵引力,新的监管批准和收购有助于其长期增长 [1] - 公司在欧洲、中东和非洲(EMEA)地区的销售增长强劲,得益于其多元化产品组合、新产品推出和出色的商业执行能力 [2] - 公司的内窥镜业务在全球范围内需求强劲,特别是AXIOS和Exalt D产品的市场份额增长 [3] - 公司近期的战略收购为其带来了大量具有巨大潜力的新产品,有望带动未来收入增长 [4][5] 公司概况 - 公司在国际市场的收入占比达41% [2] - 公司在EMEA地区的销售增长14.3%,主要得益于电生理、复杂PCI和结构性心脏业务的强劲表现 [2] - 公司最近完成了收购Silk Road Medical和Axonics的交易,有助于拓展其在血管医疗和泌尿科领域的业务 [5] 行业趋势 - 宏观经济环境的挑战,如地缘政治压力、供应链和劳动力市场的中断,给公司的经营带来压力 [7] - 成本上升导致毛利率和营业利润率下降 [7] - 汇率波动对公司收入产生负面影响,2023年约80个基点,2024年Q3约10个基点 [8]

市场规模与增长 - 2024年预计心脏病学市场规模为380亿美元，预计到2027年将增长约8%[9] - 心脏介入治疗（ICTx）在2024年市场规模为86亿美元，预计将实现高双位数增长[9] - WATCHMAN设备在2024年市场规模为67亿美元，预计将实现高双位数增长[9] - 2024年全球心脏病学增长率为23%，美国市场增长12%，国际市场增长19%[12] - AGENT药物涂层气球在2024年市场规模为13亿美元，预计将实现低双位数增长[16] 产品与技术研发 - ACURATE Prime主动脉瓣系统于2024年10月17日在欧洲推出，具有20.5mm至29mm的扩展治疗范围[33] - 2024年心脏病学产品的FDA批准和上市包括WATCHMAN TruSteer和FARAPULSE脉冲场消融系统[13] - ACURATE neo2的主要终点在1年内未达到非劣效性，死亡、卒中或再住院率为6.63%[29] - AGENT药物涂层气球的IVUS使用率为96%，显示出在复杂病例中的广泛应用[18] 财务表现 - 2024年心脏病学的非GAAP财务措施显示出强劲的运营增长，排除外汇波动的影响[7] - 心脏病学净销售增长：介入心脏病治疗增长10%，WATCHMAN增长19%，心脏节律管理增长3%，电生理增长124%[37] - 美国地区心脏病学净销售增长27%，国际地区增长16%[38] - 介入心脏病治疗的运营基础增长为12%[37] - WATCHMAN的运营基础增长为19%[37] - 电生理的运营基础增长为126%[37] 临床数据与患者招募 - 在美国共招募了1,833名患者[34] - TAVR与SENTINEL脑保护系统相关的所有中风/致残性中风发生率显著降低，且患者在72小时内出院的可能性更高[34] - AGENT DCB亚组分析显示，AGENT药物涂层气球在不同患者群体中均表现出一致的益处，包括少数族裔与白人、大小血管及男性与女性[34] - 首500名患者的六个月主要安全性终点达成，包括全因死亡率、所有中风、系统性栓塞和重大出血[35] - FLX Pro LAAC设备在六个月内未出现与DRT相关的不良事件[35]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File No. 1-11083 BOSTON SCIENTIFIC CORPORATION (Exact name of registrant as specified in its charter) Delaware 04-2695240 (State or other jurisdiction of incorporation ...

The Seeking Alpha analysts who have covered Boston Scientific Corporation (NYSE: BSX ) since the beginning of this year have concerns about the company. The last nine ratings, since January 10, 2024 have all been Holds. To find a BuyRobert F. Abbott has been investing his family’s accounts since 1995, and in 2010 added options, mainly covered calls and collars with long stocks. He is a freelance writer, and his projects include a website that provides information for new and intermediate-level mutual fund i ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth S ...

U.S. stock markets have been witnessing an impressive rally since the beginning of 2023, barring some minor hurdles. Wall Street’s bull run has got an added boost this year, to the surprise of a large section of financial pandits, who indiscriminately warned of overvaluation. Year to date, the three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — have advanced 11.7%, 22.6%, and 26%, respectively. Consequently, various S&P 500 stocks have climbed this year. Here we have selected five S& ...

On Wednesday, Boston Scientific Corporation BSX released the results of the primary endpoint of the ACURATE IDE trial of ACURATE neo2 Aortic Valve System for patients with severe, symptomatic aortic stenosis at risk of open-heart surgery.The data were presented at Transcatheter Cardiovascular Therapeutics 2024, the annual scientific symposium of the Cardiovascular Research Foundation.This randomized trial evaluated the ACURATE neo2 valve, the company’s second-generation transcatheter aortic valve replacemen ...

MARLBOROUGH, Mass. and WASHINGTON, Oct. 30, 2024 /PRNewswire/ -- Boston Scientific Corporation (NYSE: BSX) today announced the results of the primary endpoint of the ACURATE IDE clinical trial, which evaluated the ACURATE neo2™ Aortic Valve System in the treatment of patients with severe, symptomatic aortic stenosis at low, intermediate, high and extreme risk of open-heart surgery. The data were presented as a late-breaking clinical trial at Transcatheter Cardiovascular Therapeutics® (TCT®) 2024, the annual ...

文章核心观点 - 波士顿科学公司第三季度利润低于预期,但调整后每股收益和收入超出预期,主要得益于其心血管产品销售大幅增长 [1] - 公司给出了混合的全年业绩预测,下调了GAAP每股收益预测,但上调了调整后每股收益预测 [2] 公司业绩 - 第三季度净利润同比下降7%至4.69亿美元,低于分析师预期的5.43亿美元 [1] - 每股收益为0.32美元,低于公司预测的0.36-0.38美元区间,但调整后每股收益0.63美元超出预期 [1] - 收入同比增长19%至42.1亿美元,超出预期,主要得益于心血管产品销售增长25%至27.3亿美元 [1] - 医疗外科部门收入增长10%至14.8亿美元 [1] 全年业绩预测 - 公司下调了全年GAAP每股收益预测至1.28-1.30美元,此前为1.34-1.38美元 [2] - 但上调了全年调整后每股收益预测至2.45-2.47美元,此前为2.38-2.42美元 [2] - 预计全年净销售增长16.5%,高于此前13.5%-14.5%的预测 [2]

文章核心观点 - 公司第三季度调整后每股收益为63美分,同比增长26%,超出公司指引和市场预期 [1] - 公司第三季度收入为42.1亿美元,同比增长19.4%,超出市场预期 [1][2] - 公司调整了业务架构,将核心业务整合为两大分部:医疗器械和心血管 [4] - 公司全年收入和利润指引均有所提升,预计全年收入增长约16.5%,调整后每股收益在2.45-2.47美元区间 [6] 地区业务表现 - 美国地区收入同比增长23.5% [3] - 欧洲、中东和非洲地区收入同比增长15.2% [3] - 亚太地区收入同比增长12.1% [3] - 拉丁美洲和加拿大地区收入同比增长9% [3] - 新兴市场收入同比增长15.2% [3] 业务分部表现 - 心血管业务收入同比增长29.3%,是公司最大收入来源 [4] - 外科手术业务中,内窥镜收入同比增长7.4%,泌尿外科收入同比增长10.4%,神经调节收入同比增长2.7% [4] 财务指标 - 毛利率同比提升5个百分点至68.8% [5] - 销售、管理及行政费用同比增长25.8%,研发费用同比增长14.3% [5] - 调整后营业利润率同比下降123个基点至21.9% [5]