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AngioDynamics designs and makes devices that clinicians use mainly in minimally invasive, image-guided procedures. Hospitals and physicians buy its products to restore blood flow, treat cancer or provide access for repeated infusions. Most products are disposable and used once; others remain implanted for short- or long-term use.
Its Med Device business, including catheters, implanted ports and other treatment tools, brings in a slightly larger share of sales than Med Tech. Med Tech includes Auryon for peripheral arterial disease, AngioVac and AlphaVac for removing blood clots, and NanoKnife, which uses electrical pulses rather than heat to destroy targeted tissue. Most sales come from the United States, where the company mainly sells directly. Distributors handle most international sales.
Demand depends partly on whether providers can obtain adequate reimbursement for the procedures using these devices: regulatory clearance alone does not guarantee insurance coverage. The company also depends on clinicians adopting its technologies and on clinical evidence supporting their use. Devices require regulatory clearance or approval in their markets, and AngioDynamics may promote them only for their cleared or approved uses.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Penumbra competes with AngioDynamics for physicians' clot-removal procedures, including pulmonary embolism treatment, with devices that rival AlphaVac and AngioVac. Watch Penumbra's thrombectomy business, especially pulmonary embolism products, for signs of competition facing those systems.
Merit Medical and AngioDynamics compete to supply procedural specialists with devices for accessing blood vessels, interventional catheters and drainage products. Merit's new products in those areas are worth watching for pressure on AngioDynamics' Med Device offering.
Boston Scientific competes with AngioDynamics for interventional physicians' spending on cardiovascular and cancer-treatment devices. Its cardiovascular and oncology product news is more relevant to that rivalry than developments elsewhere in its broad portfolio.
BD competes with AngioDynamics in implanted ports used for repeated infusions and blood sampling, particularly in cancer care, and in interventional devices sold to healthcare providers; AngioDynamics also owes BD port-patent settlement payments. The settlement requires six minimum annual payments of $2.5 million starting in fiscal 2025, which continue despite the December 2025 patent-invalidity ruling removing additional contingent payments.
EDAP TMS competes with AngioDynamics' NanoKnife for physicians' targeted prostate-tissue ablation: its Focal One system destroys tissue with ultrasound rather than electrical pulses. Watch Focal One equipment sales and related recurring consumables revenue for uptake of this competing approach.
Profound Medical's TULSA-PRO competes with AngioDynamics' NanoKnife for prostate-tissue ablation, using MRI-guided ultrasound rather than electrical pulses. Its revenue from single-use devices required for each patient treated is a useful indicator of use of this competing treatment.
Medtronic and AngioDynamics compete to supply healthcare providers with devices for peripheral blood-vessel procedures and microwave treatment that destroys tumor tissue.
Teleflex competes with AngioDynamics for hospitals' and healthcare providers' purchases of devices that provide access to blood vessels.
ICU Medical competes with AngioDynamics to supply hospitals and clinics with vascular-access and oncology consumables used to administer treatments. Watch its Consumables business: ICU Medical says its infusion pumps can help sell more higher-margin infusion consumables.
IceCure Medical competes with AngioDynamics' NanoKnife and microwave systems by selling distributors and end users equipment that freezes tumor tissue to destroy it. Its disposable-probe sales track procedure volume, making them a clearer signal of use of this competing treatment than system sales alone.
Merit Medical Systems Inc earningsMMSI
Merit Medical's report will show how hospitals and procedural specialists are buying vascular-access, catheter and drainage products—the same areas where Merit competes with AngioDynamics.
Look at sales and product traction in these areas. Stronger demand and uptake would signal a growing market, but also tougher competition for AngioDynamics' Med Device products. Weaker results could mean less pressure, not proof that AngioDynamics won the business.
Penumbra, Inc. earningsPEN
Penumbra's report will show use of clot-removal devices, especially in pulmonary embolism procedures where its products compete with AngioDynamics' AlphaVac and AngioVac.
Look for growth or decline in Penumbra's thrombectomy business, especially pulmonary embolism products. Growth would point to more procedures but a stronger competitor for AngioDynamics; a decline would suggest a softer market, not establish a change in AngioDynamics' share.
Becton, Dickinson and Co. earningsBDX
BD's report will show demand for implanted ports, where it competes with AngioDynamics, while AngioDynamics continues to owe BD annual settlement payments.
Read BD's port sales or demand signals alongside, but separately from, AngioDynamics' port business and its $2.5 million annual minimum settlement payment. Strong demand would show an active market for a contested product; weak demand would suggest a smaller opportunity, but would not change the minimum payment.
EDAP TMS S.A. earningsFOCL
EDAP TMS's report will show whether physicians are adopting its Focal One ultrasound system and consumables, which compete with AngioDynamics' NanoKnife in prostate-tissue ablation.
Read Focal One equipment sales together with related consumables revenue. Growth in both would show the alternative is gaining use and competing for procedures that could go to NanoKnife; weak uptake would show limited traction, not prove NanoKnife is gaining share.
AngioDynamics, Inc. earningsThis company
AngioDynamics' report will show whether Auryon, thrombus-management and NanoKnife products keep growing and contribute more of the business's higher-margin sales.
Compare sales growth and gross margin in Med Tech and Med Device. Faster Med Tech growth with margins holding would show higher-margin products gaining weight; slower growth or falling margins would mean the shift is not yet strengthening profitability.
