Question · Q3 2025
Joanne Winch inquired about two broader medtech impacts: the performance of Boston Scientific's China business amidst VBP pressures and any observed procedure pull-forward due to anticipated Affordable Care Act or Medicare cuts.
Answer
Chairman and CEO Mike Mahoney stated that Boston Scientific has not observed any signals indicating procedural pull-forward. Regarding China, he emphasized the team's strong performance, achieving mid-teens growth in the quarter and maintaining confidence in double-digit growth over the long-range plan. This growth is attributed to offsetting VBP price pressures with new innovation and launches in ICTX, EP, and Watchman Flex Pro, alongside expanding customer coverage.