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

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

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

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

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

    80% confidence
  • Company faced $100 million tariff headwind in 2025

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

    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
  • 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
  • Surgical robotics poised for 10.5% CAGR

    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
AI Capital Keeps Flowing as Enterprise Adoption and Government Contracts Validate the Bet
A late-August surge of nine-figure funding rounds (Socure, Stability AI, Generalist AI, Gatik, Regent Craft, Emerald AI, Owner) shows venture capital still pouring into AI infrastructure, identity/fintech, and autonomy, even as public-market sentiment stays jumpy — Palantir's stock fell 6% the same week it landed the Army's TITAN contract. UiPath's raised guidance and strong Q2 results, alongside efficiency breakthroughs like Multiverse Computing's model compression, point to real enterprise monetization catching up to the funding hype.
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
JPMorgan Chase & Co.
Both facts record the same attribute (net_income) for JPMorgan Chase & Co. in the identical fiscal period (Q1 2026) and observation date (2026-03-31), but report values that differ by approximately 1 billion times: $16,494,000,000 vs $16.49. These cannot both be true simultaneously. The discrepancy suggests either a unit mismatch (e.g., one is total net income, the other earnings per share mislabeled as net_income), a decimal point error, or data entry corruption. For the same entity, attribute, and time period, only one value can be correct.
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