BSX · 10-Q · 2026Q3 · Full report

China Pricing Pressure

BOSTON SCIENTIFIC CORP · 2026-11-02 · Importance 20 · Surprise 24

Volume-based procurement (VBP) in China contributed to third-quarter Endoscopy sales declines. In Urology, VBP-related underperformance in the stone franchise contributed to declines in both the third quarter and first nine months of 2026. The filing identifies China VBP as a specific market pressure affecting these product franchises.

Key facts

• Boston Scientific's third-quarter 2026 Endoscopy sales declines were driven primarily by cybersecurity-related operational disruptions and volume-based procurement in China. source
• Boston Scientific's third-quarter and nine-month 2026 Urology sales declines were driven primarily by cybersecurity disruptions, stone-franchise underperformance due to VBP in China, and commercial disruption in sacral neuromodulation. source