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Company Research29 Mar 2024
Companies That Had Their IPO in 1992: A Cautiously Optimistic Market
1992 marked a relatively cool IPO landscape and stock market sentiment, in the wake of the early 90s recession.
Boston Scientific (BSX) investor relations material
Boston Scientific Citi Annual Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi Annual Global Healthcare Conference 2025 summary2 Dec, 2025
Growth drivers and innovation focus
Emphasis on growth drivers like FARAPULSE and Watchman, with a strong focus on innovation and expanding into adjacent markets.
Relentless pursuit of category leadership across all major product areas, supported by ongoing investment in R&D and VC bets.
Expansion into new markets and procedures, with a strategy to bring more value to products and patients.
Electrophysiology (EP) and FARAPULSE ecosystem
FARAPULSE ecosystem, including FARAWAVE and Opal mapping, is driving growth at twice the market rate.
Rapid U.S. market penetration, with over 50% achieved quickly; aiming for 80% global PFA transition by 2028.
Approval of persistent AF indications and new products expected to further accelerate adoption.
Competitive landscape is highly dynamic, but unique product features and ecosystem integration provide differentiation.
Expansion of mapping capacity and personnel has been a strategic priority to support global growth.
Watchman franchise and clinical trials
Watchman expected to be a 20%+ growth engine, with future growth dependent on positive OPTION and CHAMPION trial results.
CHAMPION trial, enrolling 3,000 patients, will read out in the first half of 2026 and could triple the addressable market to $6B by 2030.
Positive trial data may influence clinical practice ahead of formal label and reimbursement changes.
FARAPULSE ecosystem's role in PFA penetration
CHAMPION data to $6B WATCHMAN TAM by 2030
RDN market strategy with ultrasound technology
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Next Boston Scientific earnings date
Q4 20254 Feb, 2026
Next Boston Scientific earnings date
Q4 20254 Feb, 2026
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Frequently asked questions
Boston Scientific Corporation designs, develops, manufactures, and markets medical devices for use in various interventional medical specialties worldwide. The company's products include heart valves, falls prevention and mobility solutions, peripheral intervention devices, endovascular systems and services, and electrophysiology products. The company also provides a range of minimally invasive surgical procedures based on its innovative tissue acquisition technologies to expand the therapeutic applications for new drug therapies for gastrointestinal tract disorders. The company was incorporated in 1979 and is headquartered in Marlborough, Massachusetts.
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