The U.S. Federal Trade Commission (FTC) has filed a complaint challenging Edwards Lifesciences' planned acquisition of JenaValve, arguing that the deal would eliminate competition in the development of transcatheter aortic valve replacement for aortic regurgitation (TAVR-AR). Currently, Edwards' subsidiary JC Medical and JenaValve are the only companies advancing devices specifically designed for this condition. JenaValve, a German-based company, is seeking FDA approval for what would be the first TAVR system designed to treat aortic regurgitation, with a goal of securing clearance by late 2025. Edwards announced the acquisition plan in July 2024, pending regulatory approval. GlobalData warns that the FTC's challenge could slow development and delay patient access to these devices. Edwards is already a major player in transcatheter aortic valve replacement for aortic stenosis, with competitors like Medtronic and Abbott active in that segment but not pursuing TAVR-AR devices. The U.S. TAVR market is valued at $3.2 billion and is projected to grow at 6.56% annually over the next decade, with over 1.6 million adults in the U.S. estimated to have aortic regurgitation. If the acquisition proceeds, Edwards would become the sole developer of advanced TAVR-AR devices, a move the FTC warns could stifle innovation and competition. Edwards has contested the FTC's complaint, and the case is expected to take months to resolve.

DexCom, Inc. reported strong second-quarter 2025 financial results with 15% year-over-year revenue growth to $1.16 billion, driven by expanded U.S. coverage for type 2 non-insulin patients and international market growth. The company secured reimbursement with all three major U.S. PBMs, enabling access for nearly 6 million patients and accelerating adoption in primary care. DexCom's over-the-counter biosensor, Stelo, surpassed 400,000 downloads and is gaining traction among wellness and prediabetic users through partnerships with Oura and Amazon. The FDA cleared the 15-day G7 sensor, with a potential 2025 launch expected to improve gross margins through monthly coverage models. International revenues grew 16% in the quarter, led by DexCom ONE+ adoption in markets like Ontario and France. The company is advancing its next-generation G8 sensor platform with multi-analyte sensing capabilities and expanding clinical evidence to include gestational diabetes and chronic kidney disease. DexCom also released 17 app updates in the first half of 2025, enhancing AI-driven features and wearable integrations. Despite strong growth, the company faces margin pressure due to logistics and warranty costs, competitive threats from Abbott, Roche, and Medtronic, and regulatory uncertainty around Medicare competitive bidding. CEO Kevin Sayer will step down in early 2026, with President Jake Leach taking over. Management raised full-year revenue guidance to $4.6–$4.625 billion but remains cautious about execution risks in scaling coverage and maintaining profitability.

West Pharmaceutical Services Inc. stock declined 1.52% to $242.63 on Thursday, marking its second consecutive day of losses. The stock is currently 31.14% below its 52-week high of $352.33, set on October 24th. The S&P 500 Index fell 0.40% to 6,370.17, and the Dow Jones Industrial Average dropped 0.34% to 44,785.50 during the same session. Competitors Abbott Laboratories, Becton Dickinson & Co., and Baxter International Inc. also saw declines, with Abbott falling 0.33%, Becton Dickinson falling 1.29%, and Baxter dropping 1.73%.

The global fibromyalgia treatment market was valued at USD 3.49 billion in 2024 and is projected to reach USD 5.16 billion by 2034, growing at a CAGR of 3.97% from 2025 to 2034. North America dominated the market in 2024 with a 54% market share, while the Asia Pacific region is expected to be the fastest-growing. Key treatments include FDA-approved drugs such as pregabalin (Lyrica), duloxetine (Cymbalta), and milnacipran (Savella), with pharmacologic therapies accounting for 55% of the market in 2024. The digital therapeutic segment is expected to grow at the highest CAGR. AI technology is advancing drug discovery, diagnosis, and personalized treatment plans by analyzing patient data. Major pharmaceutical companies such as Pfizer, Eli Lilly, Teva, Novartis, and Abbott are key players in the market, investing in R&D for new therapies and personalized medicine.

The global home healthcare market is projected to grow from USD 351.51 billion in 2024 to USD 513.10 billion by 2030 at a CAGR of 6.51%. The services segment dominates the market, with skilled nursing leading in 2024, and therapeutic devices showing a CAGR of 7.36%. Cardiovascular disease holds the highest market share by indication. North America accounts for approximately 40% of the global market, driven by chronic diseases and an aging population, while APAC is experiencing rapid growth due to similar demographic trends. Key drivers include the integration of remote care technologies such as AI, IoMT, and homecare analytics, enabling personalized, proactive, and disease-focused care. Major players include Abbott, GE Healthcare, Medtronic, Bayada Home Healthcare, Cardinal Health, BrightSpring Health Services, DispatchHealth, Lucet, UnitedHealth Group, and Nova Leap Health Corp. Recent developments include BrightSpring's expansion of services by June 2025, a merger between DispatchHealth and Medically in June 2025, the acquisition of Emcara Health by Lucet in June 2025, Nova Leap Health's 2024 acquisition in Nova Scotia, and UnitedHealth Group's 2023 acquisition of LHC Group.