Boston Scientific stock holds rating after Axonics acquisition

Published 27/11/2024, 13:06
Boston Scientific stock holds rating after Axonics acquisition

On Wednesday, Boston Scientific Corporation (NYSE:BSX) maintained its Hold rating by a prominent financial firm following the recent completion of its acquisition of Axonics. The transaction, which closed on November 15, 2024, saw Boston Scientific acquiring Axonics for $71 per share, amounting to an enterprise value of $3.3 billion. This strategic move aims to bolster Boston Scientific's Urology and Pelvic Health business.

Boston Scientific's acquisition is expected to have a neutral impact on the company's adjusted earnings per share (EPS) for the years 2024 and 2025, with positive contributions anticipated in subsequent years. The integration of Axonics into Boston Scientific's portfolio is a significant development for the company, as it seeks to expand its offerings in the medical devices sector.

In light of this acquisition, revenue estimates for Boston Scientific have been revised upward for the years 2024 and 2025. However, the adjusted EPS estimates for the same periods remain unchanged. This adjustment reflects the financial firm's analysis of the impact of the Axonics acquisition on Boston Scientific's financials.

Boston Scientific's Urology business is poised to benefit from the integration of Axonics, which specializes in developing and commercializing innovative neuromodulation products. The acquisition is part of Boston Scientific's broader strategy to enhance its position in the healthcare market by expanding its product line and leveraging new technologies.

The company's financial outlook, following the acquisition, indicates a strategic move that is aligned with its long-term growth plans. Boston Scientific's management and stakeholders are likely to monitor the performance of the newly acquired assets closely as they integrate into the company's existing operations.

In other recent news, Boston Scientific Corporation has taken significant strides in its growth strategy. The company recently announced a definitive agreement to acquire Intera Oncology Inc., a specialist in liver cancer treatment devices and medication. The acquisition, expected to conclude in the first half of 2025, will enhance Boston Scientific's interventional oncology portfolio.

Simultaneously, Boston Scientific Corporation has approved its 2025 Annual Bonus Plan and adopted two new performance share programs. The company has also resumed its AVANT GUARD clinical trial, focusing on a new treatment option for patients with persistent atrial fibrillation. Additionally, the company plans to acquire Cortex, a private firm with a unique cardiac mapping system, OptiMap, a move that has been positively received by analysts at TD Cowen.

These recent developments reflect Boston Scientific's commitment to innovation and growth, particularly in the cardiology market. The company reported robust growth rates in its cardiology business, with a 27% increase in the U.S. and 18% internationally. The company is also investing in mitral and tricuspid therapies, aiming to double the global drug-coated balloon business by 2025.

InvestingPro Insights

Boston Scientific's recent acquisition of Axonics aligns well with its strong market position and growth trajectory, as highlighted by several InvestingPro metrics and tips. The company's revenue growth of 15.66% over the last twelve months, coupled with a robust quarterly revenue growth of 19.34% in Q3 2024, underscores its expanding market presence. This growth is particularly relevant in light of the Axonics acquisition, which is expected to further strengthen Boston Scientific's Urology and Pelvic Health business.

InvestingPro Tips indicate that Boston Scientific is a "prominent player in the Healthcare Equipment & Supplies industry," with 20 analysts revising their earnings upwards for the upcoming period. This positive outlook aligns with the company's strategic moves, including the Axonics acquisition. Additionally, the tip that "net income is expected to grow this year" supports the company's financial projections following the acquisition.

It's worth noting that Boston Scientific is trading near its 52-week high, with a strong return of 61.99% over the last year. This performance reflects investor confidence in the company's growth strategy and market position. For investors seeking more comprehensive analysis, InvestingPro offers 17 additional tips for Boston Scientific, providing a deeper understanding of the company's financial health and market prospects.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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