← Map · Health Care Equipment · S&P 500
BSX BOSTON SCIENTIFIC CORP
No on this lens
1Reach
1Weight
1Proof
3Total / 15
What they are doing
PFA / Watchman / stents company. The Q2 call was a guidance cut: Watchman referrals and FARAPULSE share loss. OPAL HDx 7.0 mapping software is one line. AI in the 10-K is a risk paragraph. Do not score catheter volume.
Why the score
- Reach 1 not 2: one thin mapping-software mention.
- Weight 1 not 2: the fight is catheters, not an intelligence project we can point to.
- Proof 1 not 2: "improved map quality" is not a result on an algorithm.
What would move it next quarter: OPAL / Cortex described as an algorithm in the case, with a result.
Open these first
Q2 transcriptMahoney on Watchman and PFA — not an AI call
10-KFARAPULSE + OPAL listed; AI is risk language
Evidence
BSX 10-K (2026-02-17)
OPAL HDx Mapping System: 3-D cardiac mapping and navigation. Digital technologies including AI may increase in applicability. Cyber risk from generative AI.
BSX 10-Q (2026-08-03)
No AI / algorithm hits in the quarter 10-Q.
Q2 transcript
OPAL 7.0 improved map quality. Call is PFA and Watchman.