Medical Technology: Top catalysts in 2H26/2027/2028

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Medical Technology: Top catalysts in 2H26/2027/2028

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Medical Technology

Top catalysts in 2H26/2027/2028

Industry Overview

Will 27/28 catalysts bring investors back? 26 catalyst light 10 June 2026

Below and inside we refresh our catalysts tables for 2H26, 2027 and 2028. The 2027 Equity

and 2028 catalysts set up better than the lack of catalysts in 2026 (maybe better sign United States

for medtech stocks as we move more into 2027). We think ABT and MDT have the most Medical Technology

material catalysts from a growth acceleration / sustaining perspective. Travis Steed

Research Analyst

BofASTop 10 catalysts for 2H26

+1 404 607 3251

1. ABT: Volt moving to FMR in Q3'26. travis.steed@bofa.com

2. ABT: Glucose/Ketone sensor US approval expected in 2H26. Stephanie Elghazi Research Analyst

3. ABT/ DXCM: CMS T2 NIT coverage proposal in 2H26. BofAS+1 646 855 4568

stephanie.elghazi@bofa.com

4. MDT: Launched Sphere-9 in Japan in CYQ1'26 (FQ4'26). FDA approval for US

Gracia Mahoney

VT pivotal trial in CYQ1'26 (FQ4'26), will begin enrollment in F1H'27. Research Analyst

BofAS

5. MDT: Investor day early fall CY26. +1 646 855 1136

gracia.mahoney@bofa.com

6. BSX: Announced PEN acquisition in Jan’26, expected to close in 2H26. Enjia Cao

7. EW: Proposed updated TAVR NCD expected June 15th, 2026 and final expected BofAS

September 13th, 2026. EW expects U.S. TAVR guideline updates by Q4 2026. +1 646 743 9861 enjia.cao@bofa.com

8. EW: PROGRESS Trial read out (Moderate data) at TCT 2026. Aidan Lahey

9. SYK: Fully launch Mako 4 around midyear 2026. BofAS

+1 646 855 2590

10. TFX: TFX: Sale of Urology + Acute Care, OEM businesses expected to close in aidan.lahey@bofa.com

2H26. Rei Tan Research Analyst

Top 10 catalysts in 2027 BofAS646 556 1681

rei.tan@bofa.com

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