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GE HealthCare Technologies (GEHC) investor relations material

GE HealthCare Technologies Morgan Stanley 23rd Annual Global Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley 23rd Annual Global Healthcare Conference summary9 Sep, 2025

Imaging and diagnostic market trends

  • Robust global growth in CT, cardiac CT, and MR driven by aging populations and increased procedural demand.

  • Early diagnosis and virtual FFR in cardiac CT are accelerating adoption and improving outcomes.

  • Photon counting and new PET agents are expected to further expand diagnostic capabilities.

  • MR productivity is improving with deep learning tools, reducing scan times and increasing throughput.

  • Outpatient and ambulatory centers are driving new equipment demand, especially in advanced imaging.

PET, SPECT, and reimbursement evolution

  • New PET agents like FLCiO are shortening scan times and improving diagnostic accuracy for cardiac perfusion.

  • Expanded reimbursement for PET studies is making advanced diagnostics more economically viable.

  • Increased adoption of PET in cardiology and neurology, including Alzheimer's diagnostics, is driving demand.

  • Process optimization and service partnerships are key to managing dose utilization and minimizing waste.

  • Growing portfolio of diagnostic molecules is expected to support long-term growth.

Digital transformation and AI strategy

  • Significant R&D investment is fueling new product launches, especially in cardiovascular ultrasound and AI-enabled imaging.

  • AI tools are being integrated to improve workflow, quantification, and predictive analytics across modalities.

  • Open architecture and interoperability are prioritized for broader adoption and integration.

  • Cloud migration and data standards like FHIR are enabling more connected, predictive care solutions.

  • 2026 will mark the introduction of more SaaS and enterprise AI solutions.

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Frequently asked questions

GE HealthCare Technologies Inc. is a global medical technology and life sciences company. The company engages in the manufacturing and distribution of diagnostic imaging agents and radiopharmaceuticals for imaging modalities used in medical imaging procedures. It offers dyes used in magnetic-resonance-imaging procedures; manufactures medical diagnostic equipment, including CT image machines; MRI, XRAY; Ultrasound; Cath Labs; Mamogram; Nuclear Medicine Cameres; and develops Health technology for medical imaging and information technologies, medical diagnostics, patient monitoring systems, disease research, drug discovery, and biopharmaceutical manufacturing. GE HealthCare Technologies Inc is a spin-off from General Electric Company. The spin-off was officially finalized on January 4, 2023, with the company being listed as a standalone company. GE HealthCare Technologies is headquartered in Chicago, Illinois.

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