BSX BOSTON SCIENTIFIC CORP $65.0B

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. The 28 October 2026 call mentioned artificial intelligence only as a way to streamline the supply chain. That is not a product. The call skipped BodyGuardian, cleared 23 January 2026 (K243349). The 510(k) says BeatLogic, a set of neural networks, classifies beats and rhythms on an ambulatory ECG, and a clinician confirms the read. Boston Scientific's page claims beat-detection sensitivity above 99 percent. That figure is the company's. The published score is still 3. The recommendation, not yet accepted, is Reach 2, Weight 3, Proof 2, total 7.

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: A result on BeatLogic that is not the company's own sensitivity slide, or the algorithm named on a quarterly call. Supply-chain AI will not move this.

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Evidence