Healthcare · MedTech · Cardiovascular

Boston Scientific Corporation

Bullish on Boston Scientific as the market underestimates the durability of its growth across cardiovascular device franchises and overstates the risk that recent legal, acquisition and product concerns will impair the broader earnings story. The thesis is that continued strength in high-growth areas such as electrophysiology and structural heart, combined with operating leverage and market expansion can sustain upside to expectations that the current valuation does not fully reflect.

Sky Reinecken

Co-Head of Macro

20 Apr 2026