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Edge2 May 2025
Intuitive Surgical: Enhancing Surgery with Robotic Precision
Intuitive Surgical has revolutionized surgery with robotics, building its dominant position through decades of innovation, validation, and expansion.
Johnson & Johnson (JNJ) investor relations material
Johnson & Johnson 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 summary3 Dec, 2025
Market overview and industry trends
Medtech industry remains strong and resilient, driven by an aging population and global access to care.
Hospitals balance near-term capital constraints with the need for competitive, outcome-improving technology.
Cardiovascular, surgery, and vision are the three core focus areas, with bold moves in cardiovascular through recent acquisitions.
Electrophysiology (EP) is a cornerstone of investment, especially for atrial fibrillation procedures.
Electrophysiology leadership and technology
Clear global leadership in EP, anchored by the CARTO mapping system, with over 5,000 systems well distributed worldwide.
CARTO's integration with cardiac imaging and zero-fluoro workflow enhances safety and efficiency.
CARTO is highly "sticky" due to physician training, frequent updates, and comprehensive arrhythmia coverage.
Software updates enable mapping of competitive PFA catheters, but integrated solutions like Varipulse are gaining share.
Pulsed field ablation (PFA) and product innovation
Varipulse PFA catheter has seen over 30,000 cases post-relaunch, with strong momentum and 99.7% acute success in a 791-patient registry.
Zero strokes and low event rates reported, with ongoing evidence generation and platform expansion.
New pulse sequences are reducing procedure times, with most cases now under 45 minutes and approaching 30 minutes.
About 70% of U.S. atrial fibrillation procedures use PFA, with lower adoption internationally due to regulatory and reimbursement factors.
VARIPULSE strategy for remaining AFib market
New ablation physics address PFA/RF limits
Neurovascular growth beyond acute ischemic stroke
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Next Johnson & Johnson earnings date
43rd Annual J.P. Morgan Healthcare Conference12 Jan, 2026
Next Johnson & Johnson earnings date
43rd Annual J.P. Morgan Healthcare Conference12 Jan, 2026
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Frequently asked questions
Johnson & Johnson, a healthcare conglomerate and manufacturer of consumer products was founded in 1886 by brothers Robert Wood and Johnson Johnson. Today, the company operates in three segments – Consumer Health, Pharmaceutical and Medical Devices. The company sells its products to general public and retail outlets as well as distribute directly to wholesalers, hospitals, healthcare professionals for prescription use.
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