EU Medtech & Healthcare Services: Product cycles as the antidote to de-rating? Catalyst path into 2026-28

研报英文原文证据摘录

EU Medtech & Healthcare Services: Product cycles as the antidote to de-rating? Catalyst path into 2026-28

Key catalysts for 2H26 and 27/28

Exhibit 1: The MedTech sector offers a clearer catalyst path than most investors think. Smith & Nephew, Healthineers, Convatec and Hearing Aids lead the

pack in terms of catalysts to watch.

EU MedTech catalysts

Timing Company Hard catalyst

Jun-26 Elekta CMD

Sep-26 Siemens Healthineers New Varian linac reveal at ASTRO

3Q26 Smith & Nephew LANDMARK cementless knee launch

2H26 Sonova/GN/Demant New hearing aid platform

2H26 Amplifon / GN GN Hearing acquisition/sale closing expected by end-2026

2H26 Coloplast INTIBIA approval

2H26 Coloplast Titan Prime IS phased launch

2H26 Fresenius Medical Care US 5008X CAREsystem rollout

2H26 Fresenius SE Kabi Nutrition product launches

2H26 Diasorin China TB and calprotectin approval

2H26/TBD Ottobock OTWorld products initial launch

2H26/TBD Carl Zeiss Bronwyn Brophy O’Connor starts as CEO

2H26/TBD Smith & Nephew CORI Shoulder on CORI XT and CORI Knee 3.x launch

Year-end

SCHOTT Pharma cartriQ BioPure commercial launch at CPHI Milan 2026

End of 2026 -

Biomérieux SPOTFIRE menu expansion: Vaginitis, STI, Meningitis; latent TB US launch in 2027

Jan-27 Smith & Nephew CARTIHEAL Category I CPT code effective date

Siemens / Siemens

Feb-27 Siemens AG shareholder vote on direct spin-off of Siemens Healthineers shares

Healthineers

Early 2027 Alcon Vivity 2.0 lens launch, supported by the Vivity 2.0 contralateral claims study

2Q27 Smith & Nephew LANDMARK cemented PS CR knee launch

1H27/TBD Convatec ConvaNiox/EDX110 RCT readout

1H27 Smith & Nephew LANDMARK cemented knee launch expected 1H27

1H27 Sonova New CI processor

2027 Convatec Launch of Natura Body, the 2-piece soft convex