Josh Jennings's questions to ABBOTT LABORATORIES (ABT) leadership • Q3 2025
Question
Josh Jennings asked for granular details on the EP franchise, specifically the drivers of double-digit ablation catheter growth, the mapping franchise's expected performance in 2026 given evolving competition, and projected PFA penetration rates in the U.S. and internationally by 2026.
Answer
Robert Ford, Chairman and CEO, attributed double-digit ablation catheter growth primarily to international markets. He affirmed Abbott's continued leadership in U.S. mapping cases despite new competitors, emphasizing the importance of a full portfolio including products like the 13 French Agilisheath and ICE, which are increasing revenue per case. Ford agreed that PFA penetration could reach over 80% in the U.S. by 2026, with international rates potentially accelerating due to Volt, and highlighted Abbott's comprehensive PFA and LAA tools.