U.S. Medical Supplies & Devices: Recap & Preview: Tough Week for MedTech Perf, Despite Solid Q1 Results

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U.S. Medical Supplies & Devices: Recap & Preview: Tough Week for MedTech Perf, Despite Solid Q1 Results

Barclays | U.S. Medical Supplies & Devices

Recent and Upcoming Events and Reports

MedTech Pulse Check: 1Q26 Earnings Results & Implications (May 15, 10am):We would like

to invite you to our weekly MedTech Earnings 'Pulse Check' call with Matt Miksic. The call will be

short and focused, with a quick rundown of recent and upcoming earnings, key events and

conferences, followed by a short Q&A. Friday, May 15th at 10 am ET. Matt will cover highlights

from earnings and callbacks for HUMA, AVR and OBIO, the DXCM Investor Day (May 14th). Please

pre-register for the call with this link.

OBIO: Expect Q1 Results and Update to Include Progress on Clinical and Regulatory

Timelines for AVIM and Virtue (OW, PT $12, May 12 BMO ): We expect OBIO’s quarterly results

and update to provide a comprehensive review of the company’s recent financial

developments, including: 1) Update on OBIO's strategic partnerships with MDT and Terumo; 2)

Update on enrollment in the BACKBEAT pivotal study; 3) Update on patient enrollment in the

VirtueSAB US pivotal IDE evaluating the Virtue sirolimus infusing balloon, and; 4) Update on

capitalization and strategic financing partnerships.

HUMA: We Expect Continued Momentum in Vascular Trauma and Update on Clinical and

Commercial Plan for Dialysis (OW, PT $1.50, May 13 BMO): We expect HUMA to provide an

update on adoption of Symvess in vascular trauma and the clinical and commercial plan for

Dialysis. In addition to updates on efforts to expand access to additional hospitals, we expect: 1)

Color on trends in adoption and utilization of Symvess; 2) Management’s updated outlook for