Dafinchi AI

Intuitive Surgical, Inc.

ISRG

Healthcare

3w

Launch and Adoption of da Vinci 5 Platform in Key Markets

Broad launch of da Vinci 5 in the U.S. with over 100,000 procedures performed to date.
Received clearances in Europe and Japan, with measured launches planned.
Focus on building infrastructure, training, and customer engagement for regional rollouts.
Early adopters in Europe and Japan expected to respond to new technology, with some customers waiting for specific features like force feedback.

Stryker Corporation

SYK

Healthcare

2w

Robotic Surgery Milestone: 2 Million Procedures with Mako

Achieved milestone of 2 million robotic procedures performed with Mako during Q2.
Best ever Q2 for Mako installations globally, with high utilization rates.
Positive surgeon feedback on new applications like revision hip.
International expansion of Mako is in early stages, with significant growth potential.

HOLX

Healthcare

2w

Progress in Breast Health Business and New Product Launches

Management highlighted sequential revenue growth and early signs of recovery in Breast Health, with a focus on interventional sales increasing 31.8%.
The upcoming launch of the Envision system in 2026 is expected to be a significant growth driver, with the current focus on replacing older gantries and expanding the interventional segment.

Krystal Biotech, Inc.

KRYS

Healthcare

2w

Global Expansion of VYJUVEK with Regulatory Approvals in Japan and Europe

Japan's Ministry of Health, Labour and Welfare approved VYJUVEK with a broad label similar to Europe, including all DEB patients from birth with home administration options.
Japan launch expected before year-end, leveraging recent positive open-label extension data and initial clinician experience.
European launch in Germany and France scheduled for the second half of 2025, with over 500 identified patients in each country supported by key centers.
European launch will include comprehensive patient support programs for home and caregiver administration, supported by dedicated commercial teams.
European reimbursement process is ongoing, with early engagement indicating recognition of the unmet medical need and potential for steady multi-year growth.

Surgery Partners, Inc.

SGRY

Healthcare

1w

Strategic Review Concludes with Focus on Portfolio Optimization and Asset Divestitures

The company completed an extended strategic review in June, reaffirming its position as a leading independent short-stay surgical provider.
Management plans to selectively partner or sell facilities to reduce leverage, accelerate cash flow, and focus on core ASC service lines.
Potential divestitures include surgical hospitals and non-core assets, with a focus on markets that can expedite leverage reduction and cash flow growth.
The company is considering partnerships with health systems, including selling stakes in assets to accelerate strategic goals.

Select Medical Holdings Corporation

SEM

Healthcare

2w

Recognition of Top-Ranked Rehabilitation Hospitals and Strategic Development Achievements

Eight hospitals recognized among the nation's best by U.S. News & World Report, with Kessler Institute for Rehabilitation ranked #4 for 33rd consecutive year.
Opened new facilities including a 12-bed hospital with UPMC in Pennsylvania, a neuro transitional care unit in Missouri, and expansions in Florida.
Plans to open multiple new hospitals in 2026 and 2027, including partnerships with Banner Health and Cox Health Systems, with a focus on high-demand markets.

Alphatec Holdings, Inc.

ATEC

Healthcare

2w

Innovative Ecosystem and Data-Driven Decision-Making in Spine Surgery

ATEC has built a scalable, integrated ecosystem that addresses intraoperative, preoperative, and postoperative phases of spine surgery, leveraging AI and machine learning for better decision-making.
The ecosystem includes SafeOp, Valence, and EOS, which enable data-informed, objective measures to improve surgical precision and durability.
The company is architecting spine procedures into a fully integrated experience, aiming to objectify the surgical process and mitigate variables through automation.

AORT

Healthcare

1w

Progress and Market Potential of AMDS Launch

The U.S. launch of AMDS is progressing with positive early demand, including initial stocking orders and hospital approvals.
Approximately 75% of the volume is concentrated in the top 600 centers, with about 1,000 accounts capable of performing AMDS procedures.
Hospitals must complete IRB approval, VAC approval, and surgeon training before implanting AMDS, with ongoing progress in these steps.
Management highlighted the strong physician feedback and the device's potential to tap into a $150 million annual market with limited competition.
Cross-selling opportunities are emerging, with some surgeons adopting On-X valves after training on AMDS, indicating synergistic growth potential.

Owens & Minor, Inc.

OMI

Healthcare

1w

Strategic Divestiture of Products & Healthcare Services Segment

Owens & Minor is in the final stages of divesting its Products & Healthcare Services segment, classified as discontinued operations.
The sale aims to enable the company to focus solely on its higher-margin, higher-growth Patient Direct segment.
Management expects the divestiture to be completed soon, with proceeds fully allocated to debt reduction.
This strategic move is driven by a desire to concentrate on the home-based care market, which is supported by demographic and macroeconomic trends.

OrthoPediatrics Corp.

KIDS

Healthcare

1w

Rapid International Clinic Expansion into Ireland and California

First international clinic opened in Ireland, complementing existing implant business and expanding global footprint.
Announced multiple new clinics in the U.S., including California (Los Angeles), Dayton, Ohio, and Denver, Colorado.
International clinics now total over 40, surpassing the goal of 4 expansions in 2025.
International demand remains strong, especially in Europe and the Middle East, with new scoliosis markets abroad.
European EU MDR approval achieved through OP Canada, with more approvals expected in upcoming quarters.