Joanne Lynch

Joanne Lynch asked about other products beyond Watchman and Farapulse that are expected to accelerate in the second half of 2026 and into 2027, driving growth beyond just easing comps from Axios and Acclarent, to expand the focus beyond the two main drivers.

Answer

CEO Michael Mahoney indicated that Boston Scientific expects stronger performance in PI, Urology, Neuromodulation, and CRM in 2026 compared to 2025. He specifically highlighted Neuromodulation as a high performer, Urology returning to market growth with new product launches, and Endoscopy being strong in the second half after resolving the Axios issue. He also noted strong performance in ICTX (complex coronary, imaging) and Interventional Oncology, along with new clinical work in Vessix for hypertension, emphasizing the overall strength and diversification of the company.

Joanne Lynch asked about other accelerating products beyond EP and Watchman that Boston Scientific expects to drive growth in the second half of 2026 and into 2027, beyond just easing comparisons from Axios and Acclarent.

Answer

CEO Michael Mahoney confirmed strong expectations for EP and Watchman but also highlighted anticipated stronger performance in 2026 for PI, Urology, Neuromodulation, and CRM compared to 2025. He noted improvements in Urology due to supply chain resolution and new launches, strong performance in Neuromodulation with recent acquisitions, and Endoscopy's recovery post-Axios issue. He also pointed to the robust ICTX business (complex coronary, Agent DCB), Interventional Oncology's growth, and initial clinical work with Vessix for hypertension, underscoring the diversified growth across the company.