BSX · Earnings call · 2026Q3T · Full report
Product Pipeline Progress
BOSTON SCIENTIFIC CORP · 2026-10-28 · Importance 15 · Surprise 42 · In source text
Management said several major platforms have experienced approximately six-month delays, citing the complexity of clinical trials and regulatory processes, and said it is prioritizing high-scale, high-quality launches. It expects a strong launch cadence in 2027 and 2028 and identified new market opportunities including IVL, hypertension, ICE, and FARAFLEX. In MedSurg, management expects endoscopy and urology to improve as product launches contribute and China pricing impacts are lapped; it also cited a new SCS launch in 2028. For EP, management expects 2D ICE in the second half of 2027, FARAWAVE Ultra in 2028, and FARAFLEX in 2029.
Key facts
- Boston Scientific anticipates bringing fourth-generation WATCHMAN technology to market in 2029.
- Boston Scientific expects EP performance to meaningfully improve in 2028 with 2D ICE in H2 2027, FARAWAVE Ultra in 2028, and FARAFLEX in 2029.
- Boston Scientific commenced enrollment in the ELITE AF trial to evaluate the next-generation WATCHMAN FLX Pro platform.
- Boston Scientific said some major pipeline platforms have experienced approximately six-month delays and it is prioritizing high-scale, high-quality launches.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | Boston Scientific expects EP performance to meaningfully improve in 2028 with 2D ICE in H2 2027, FARAWAVE Ultra in 2028, and FARAFLEX in… |