Boston Scientific Corporation ( BSX ) 7th Annual Wolfe Research Healthcare Conference November 18, 2025 8:00 AM EST Company Participants Ken Stein - Senior VP & Global Chief Medical Officer Lauren Tengler - Director of Investor Relations Conference Call Participants Michael Polark - Wolfe Research, LLC Presentation Michael Polark Wolfe Research, LLC Good morning. Welcome, everybody.
During the quarter, we initiated new positions in Spotify, L3Harris Technologies and Insmed. We also added to 3i Group, West Pharmaceutical and Amazon during the quarter. We ended our investment campaigns in Atlassian, Adidas and Vertex Pharmaceuticals during the quarter.
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Argenx SE is a biotechnology company best known for developing Vyvgart, the leading FcRn inhibitor for the treatment of autoimmune conditions. RadNet, Inc. is the largest operator of outpatient diagnostic imaging services and related solutions in the U.S. Intuitive Surgical, Inc. manufactures the da Vinci Surgical System, a robotic surgical system used for minimally invasive surgical procedures.
Boston Scientific delivered strong Q3 results, with 20% revenue growth and beats on both top and bottom lines, prompting a rating upgrade to Buy. BSX's cardiovascular and MedSurg segments, driven by innovations like WATCHMAN and Farapulse, are fueling impressive growth and margin expansion. Management raised 2025 guidance, highlighting robust product demand, successful M&A strategy, and promisi...
Boston Scientific Corporation (NYSE:BSX ) Q3 2025 Earnings Call October 22, 2025 8:00 AM EDT Company Participants Lauren Tengler - Director of Investor Relations Michael Mahoney - Chairman, President & CEO Jonathan Monson - Executive VP & CFO Ken Stein - Senior VP & Global Chief Medical Officer Conference Call Participants Robert Marcus - JPMorgan Chase & Co, Research Division Joanne Wuensch - ...
Boston Scientific stock jumped early Wednesday on a strong 2025 outlook following its third-quarter sales and earnings beat.
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