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Source document· February 3, 2026

Zacks Industry Outlook Highlights Boston Scientific, ResMed, Phibro Animal Health and BioLife Solutions

View original at finance.yahoo.com
Zacks Industry Outlook Highlights Boston Scientific, ResMed, Phibro Animal Health and BioLife Solutions For Immediate Release Chicago, IL – February 3, 2026 – Today, Zacks Equity Research discusses Boston Scientific BSX, ResMed RMD, Phibro Animal Health PAHC and BioLife Solutions BLFS…
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  • Company faced $100 million tariff headwind in 2025

    80% confidence
  • The rise of GLP-1 medication is acting as a tailwind for certain medical device sectors, like CPAP therapy

    80% confidence
  • Concomitant procedures expected to grow from 25% to over 50% of WATCHMAN cases

    80% confidence
  • Rising adoption of GLP-1 drugs is acting as a significant demand generator for ResMed

    80% confidence
  • Zacks top stock-picking strategies have blown away the S&P's +7.7% average gain per year since 2000, with average gains of +48.4%, +50.2% and +56.7% per year

    80% confidence
  • The ASC market is set to reach $205 billion by 2030

    80% confidence
  • Boston Scientific is focusing on improving margins further by 150 bps over its current long-range plan

    80% confidence
  • Boston Scientific has committed to drive more-than 10% growth over the next three years

    80% confidence
  • Top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1

    80% confidence
  • ResMed has doubled its manufacturing capabilities in the United States, ensuring less than two-day delivery for the majority of its products

    80% confidence
  • The Zacks Medical Products industry is grappling with a challenging operating environment amid rising tariff concerns

    80% confidence
  • Remote patient monitoring platforms are projected to reach $57 billion by 2030

    80% confidence
  • Company delivered a 310 bps improvement in gross margin during fiscal first quarter

    80% confidence
  • Company expects weighted average market growth rate to increase to 9% over the next three years from approximately 8% in 2025

    80% confidence
  • BPM products embedded in 16 approved therapies and 30+ Phase III trials

    80% confidence
  • Currently there are more than 1350 FDA-cleared AI/ML-enabled devices

    80% confidence
  • Data from STANCE trial on AGENT drug-coated balloon will help expand addressable market by three times within percutaneous coronary interventions

    80% confidence
  • Surgical robotics poised for 10.5% CAGR

    80% confidence
  • Real-world data has demonstrated that patients receiving GLP-1 drugs are 10-11% more likely to start CPAP therapy for sleep disorder

    80% confidence

Data points we hold from this source

U.S. Food and Drug Administration · ai devices cleared1350 devices
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Biopharma Catalyst Cluster: Late-Stage Readouts and Regulatory Milestones
October 2026 brings a dense run of Phase 3 wins (ALOFT-IPF, RESTORE-3), new data presentations (Roche, Bayer, Lilly, Vertex, Galderma) and regulatory steps (FDA acceptance of Roche's vamikibart BLA, Scholar Rock's EMA resubmission). The next big catalyst is the ivonescimab FDA PDUFA date on 2026-11-14. Obesity combination studies (REDEFINE 4, TOGETHER-PsO) and the 2027 Maritime-1 completion point to more catalysts ahead. QAIAx's speculative AI-linked trial claims (the QIII pilot, targeted for 2027) are an unrelated micro-cap sideshow with weak evidence, and have little in common with the large-cap pipeline news.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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