JNJ · Earnings call · 2026Q3T · Full report
Electrophysiology Product Roadmap
JOHNSON & JOHNSON · 2026-10-13 · Importance 39 · Surprise 50 · In source text
Electrophysiology grew 4.4%, supported by procedure expansion, commercial execution and new products, but competitive pulsed-field ablation pressure was more pronounced in Asia-Pacific. VARIPULSE Pro, which provides five-times-faster ablation speed, drove double-digit growth in Europe and received approval in Japan during the quarter. Management reported more than 100,000 atrial-fibrillation patients treated worldwide with VARIPULSE and cited a retrospective analysis showing a 68% lower risk of adverse cardiac events versus a competing pulsed-field ablation platform. A U.S. launch of VARIPULSE Pro is expected by year-end.
Key facts
- Expect U.S. approval of VARIPULSE Pro in the fourth quarter and U.S. launch by the end of this year.
- VARIPULSE Pro received approval in Japan last week; VARIPULSE has treated more than 100,000 AFib patients worldwide.
- In a recent retrospective analysis, VARIPULSE demonstrated a 68% lower risk of adverse cardiac events compared to a competing pulsed-field ablation platform.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | Expect U.S. approval of VARIPULSE Pro in the fourth quarter and U.S. launch by the end of this year. |
| revenue | positive | probable | — | VARIPULSE Pro received approval in Japan last week; VARIPULSE has treated more than 100,000 AFib patients worldwide. |