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BDX BECTON DICKINSON
Not yet — Incada is live, no result
What they are doing
New BD after the Feb 2026 Life Sciences spin (Synapsys / BD COR left with Waters — do not score them). Connected Care launched Incada in October 2025 with Pyxis Pro. The Q3 FY2026 release was silent. The call was not: Polen named Incada and said HemoSphere Alta brings advanced AI features, commercially available in the US and Europe. Sales-prep and supply-chain AI on that call are Copilot-class. No intelligence KPI. Pyxis still has an FDA warning letter. Do not score syringe or pump-share volume.
Why the score
- Reach 2 not 3: Incada plus a thin HemoSphere mention. Still one Connected Care thread.
- Weight 3 not 4: Incada is sold with Pyxis. Needle in Connected Care, not the whole New BD catalog.
- Proof 2 not 3: named on the call, available now. No attach, no result on the intelligence.
What would move it next quarter: An Incada or HemoSphere result — attach, usage, or an outcome. Pump share will not move this score.
Open these first
Evidence
BD Incada Connected Care Platform: AI-enabled, cloud-based, unifies data from nearly 3 million smart connected BD devices. Launched with next-generation Pyxis Pro.
Wellstar partnership: medication management powered by AI. Europe launch of Pyxis Pro and Incada.
Revenue $4.98B. First full quarter as New BD. No Incada / AI line in the print — the call is the document.
Polen: Pyxis Pro plus new AI platform BD Incada. HemoSphere Alta / Acumen IQ Plus: advanced AI features, commercially available US and Europe. Also named supply-chain and sales-prep AI — hygiene.
No Incada / HemoSphere language. AI appears as competitive and development risk. Pyxis warning letter: commitments completed; FDA resolution still open. Life Sciences discontinued after Waters.