Medical Device Morning Brief - August 9: Financial Highlights, Leadership Changes, and Regulatory Updates

Beckton Dickinson (BD) Releases Latest Financial Report

Q3 2025 Adjusted Earnings Per Share $3.68 (Beating Estimates by 8.24%), Revenue $5.5 Billion (Up 8.5% YoY, Slightly Above Expectations); Pre-Market Stock Price Up 8.11%. FY2025 Revenue Growth Expected at 7.8%-8.3%, Adjusted EPS $14.30-$14.45 (Up 9.4%); FY2026 Tariff Impact Estimated at $275 Million.

Shuwanuo（Solventum）Release of Latest Financial Report

Q2 2025 Revenue $2.161 Billion (Above Expectations), Adjusted EPS $1.69 (Above Expectations); Full-Year Organic Sales Growth Raised to 2.0%-3.0%, Adjusted EPS $5.80-$5.95; Potential Tariff Impact of $80-100 Million in H2.

Zimmer Biomet Lowers Raised Annual Profit Forecast Due to Tariff Impact

Due to the anticipated tariff impact being lower than expected, the company raised its annual adjusted profit forecast on Thursday, causing the stock price to rise in early trading.6%. The tariff impact for 2025 is currently estimated at approximately $40 million, down from the previous estimate of $60 to $80 million.

Dentsply Sirona Releases Latest Financial Report

Net Sales of $936 Million (Down 4.9% Year-over-Year) and Adjusted EPS of $0.52 (Up 6.1% Year-over-Year) in Q2 2025; Maintaining Full-Year Guidance of Net Sales $3.6-3.7 Billion and Adjusted EPS $1.80-$2.00.

Peijia Medical Releases Latest Financial Report

Revenue in the first half of 2025: RMB 350-360 million (an increase of 16.5%-19.5% year-over-year), TAVR implant volume: 2,050 units (an increase of 18.8% year-over-year), valve revenue increased by 25%, neuro-intervention revenue increased by 10-15%.

Medtronic Executives See Significant Pay Increase

CEO Jeff Masa: Total compensation for the 2025 fiscal year is $23.3 million (a 16% year-over-year increase), including a salary of $1.4 million, stock awards of $14.7 million, etc.; other compensation includes $287,000 for corporate aircraft usage, etc.

Former Executive Vice President Sean Salmon: Total Compensation$9.1 million (up 40% year-over-year), stepped down from executive position on May 21, left the company on September 2, with a maximum severance package of $3.5 million (including medical benefits, etc.).

Other executives: Brett Wall ($8.9 million, increased by 40%), Greg Smith ($8.8 million, increased by 15%), Thierry Pieton ($5.6 million, assumed office in March), etc.; former interim CFO Gary Corona resigned, with 2025 compensation of $3.9 million.

Medtronic Current Total Number of Employees100,229 people (a year-on-year decrease of less than 1%), with U.S. employees accounting for 43% (a year-on-year decrease of 1%); median employee compensation was $68,770 (a year-on-year increase of 1%), and the CEO-to-median-employee pay ratio was 339:1 (up from 296:1 the previous year).

Dirui Medical Announces Changes in Chairman, General Manager, and Vice President Positions

On the evening of August 7, Dirui Medical announced: Mr. Guo Ting, Mr. Lang Tao, Ms. Liu Ying, and Mr. Li Guang were elected as non-independent directors of the sixth board of directors of Dirui Medical. At the same time, the board elected Mr. Guo Ting as the chairman of the sixth board of directors of the company. In addition, the board agreed to appoint Mr. Lang Tao as the general manager of the company and Mr. Sun Bin as the deputy general manager of the company. From their resumes, these executives all come from China Resources Pharmaceutical Commercial Group.

BeforeStryker President Appointed as Chairman of Longeviti Neuro Solutions

Former Stryker CEO Tim Scannell serves as the chairman.Soleus Capital Injects $10 Million for Recruitment, Product Development, etc.

GE Healthcare and Gentuity Announce Partnership

Jointly Develop Interventional Cardiology Imaging Solutions, IntegratingGentuity High-Frequency OCT Imaging System and other technologies; GE explores expanding its channels through its U.S. distribution network.

HistoSonics: Acquired by Consortium for $2.25 Billion

The consortium consists of:K5 Global, Bezos Expeditions, Johnson & Johnson, etc., will accelerate the development of the Edison non-invasive ultrasound ablation tumor system; CEO Mike Blue remains as CEO and also serves as Chairman of the Board, with plans to install 50 more systems by the end of the year.

HuaKe Precision

ES-100 Robotic Surgical Microscope Receives NMPA Approval, Integrates 4K-3D Ultra-HD Technology, Suitable for Multidisciplinary Use Including Neurosurgery.

Salubris Bio-Medical

Peripheral High-Pressure Balloon Dilation Catheter Receives Class III Certification from China's National Medical Products Administration.

Abbott

MitraClip G5 (for treating severe mitral regurgitation) and TriClip G5 (for improving severe tricuspid regurgitation) have been approved for marketing.

Elon· Musk's brain implant company Neuralink

Clinical research launched in the UK, collaborating with University College London Hospitals Trust and others to test brain chips that help severely paralyzed patients control tools with their thoughts.

Digital Therapeutics

NMPA Releases "Guiding Principles for the Classification of Rehabilitation Digital Therapeutics Software Products" (First Regulatory Policy for Digital Therapeutics), Clarifying the Definition of Rehabilitation Digital Therapeutics (Core is Rehabilitation Training), Characteristics, and Management Category (Typically Managed as Class II Medical Devices); Industry Believes It Will Promote Standardized Development, with Further Detailed Policies Likely to Follow.

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