Goldman Sachs Future Health Care Equity ETF(GDOC.US)

Boston Scientific: Undervalued Ahead of Strong Q4 Results, 2026 Outlook, and PEN Acquisition Catalyst

TD Cowen analyst Josh Jennings maintains a Buy rating on Boston Scientific (BSX), citing unjustified recent share weakness. He anticipates strong Q4 results, with revenue and earnings likely to meet or exceed expectations. Jennings downplays concerns about a slowdown in electrophysiology procedures and expects a positive 2026 outlook to bolster investor confidence. He believes the upcoming PEN acquisition will enhance sentiment as its strategic benefits become clearer. Barclays also supports BSX with a Buy rating and a $136 price target, reinforcing Jennings' view that the stock is undervalued.

Intuitive Surgical | 8-K: FY2025 Q4 Revenue Beats Estimate at USD 2.87 B

Intuitive Surgical Reports 21% Revenue Growth for 2025

Intuitive Surgical Inc. reported a 21% revenue growth for 2025, with preliminary full-year revenue reaching approximately $10.06 billion. The fourth quarter revenue was about $2.87 billion, a 19% increase from the previous year. Worldwide procedures using the da Vinci and Ion platforms grew by 18%, with da Vinci procedures up 17% and Ion procedures up 44%. The company placed 1,721 da Vinci systems in 2025, including 870 da Vinci 5 systems. A conference call to discuss full financial results is scheduled for January 22, 2026.

Argenx receives review from FDA for VYVGART in seronegative gMG

Argenx announced that the FDA has accepted for priority review its supplemental biologics license application for VYVGART, aimed at treating adults with acetylcholine receptor antibody seronegative generalized myasthenia gravis (gMG). The target action date is set for May 10, 2026. Chief Medical Officer Luc Truyen emphasized the need for improved treatment options for these patients. The application is backed by positive results from the phase 3 ADAPT SERON study, which demonstrated significant improvements in daily living activities for patients treated with VYVGART, with a favorable safety profile.

At the "Medical Spring Festival," NVIDIA elaborated on "How to Implement AI in Healthcare"

JP Morgan stated that NVIDIA is making a "full-stack" layout in AI healthcare, building a closed loop from chips to tools to domain models, known as the "dry lab - wet lab" flywheel. At the same time, AI is transitioning from "pilot" to "employed," with the deployment speed of commercial AI in the U.S. healthcare industry being three times that of the overall economy. At the physical laboratory level, NVIDIA is collaborating with Thermo Fisher Scientific, and the industrialization process of drug discovery is also accelerating