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Boston Scientific Corporation (BSX) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

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Boston Scientific Corporation (BSX) Bernstein 42nd Annual Strategic Decisions Conference May 27, 2026 8:00 AM EDT

Company Participants

Michael Mahoney – Chairman, President & CEO
Ken Stein – Senior VP & Global Chief Medical Officer

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Conference Call Participants

Lee Hambright – Bernstein Institutional Services LLC, Research Division

Presentation

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Lee Hambright
Bernstein Institutional Services LLC, Research Division

All right. Hi, everybody. I’m Lee Hambright, U.S. medtech analyst at Bernstein. We’re very pleased to kick off the Strategic Decision Conference again with Boston Scientific. We’ve got Mike Mahoney, Chairman and CEO; and Ken Stein, Chief Medical Officer. Thanks so much, guys, for being here.

Michael Mahoney
Chairman, President & CEO

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Thank you for having us.

Question-and-Answer Session

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Lee Hambright
Bernstein Institutional Services LLC, Research Division

For those of you in the audience, if you have questions, you can enter them in the pigeon hole tool. I will try to work in as many as I can. Mike, maybe kicking off, you’re in your 15th year at Boston Scientific, and you’ve transformed the company from flattish growth when you joined to 16% organic growth over the past couple of years. 2026 is a little bit of a transition year. Maybe you could kick us off with a few thoughts on the state of the business.

Michael Mahoney
Chairman, President & CEO

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Sure. Good morning. Thanks for coming, everybody. As you said, we’re very proud of the company and what we’ve built over the years, the markets that we’re competing in. We think we still compete in markets that grow at least 8% as we said at our Investor Day last year. So we’ve really positioned ourselves in the right growth markets.

You’ve seen some recent announcements with the Penumbra shareholder vote and investment in MiRus and other investments. So we really invest for the company

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