Penumbra
Domiciled in the US, Penumbra designs, manufactures, and markets an array of thrombectomy and embolization devices and equipment to mechanically remove blood clots. The firm sells mainly to hospitals and physicians. These minimally invasive devices are primarily used in the acute care setting for patients with stroke, pulmonary embolism, deep vein thrombosis, cranial aneurysms, and other vascular diseases.www.penumbrainc.com
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Search complete. 5 mentions across 2 episodes found for "Penumbra".
Oct 26, 2026
Joshua GoldbergGUEST
But surgery should really be considered when We don't have good treatment options, whether with various transcatheter modalities.
Joshua GoldbergGUEST
And that, as you gets into more subacute type of clot, because as anyone who's done some transcatheter devices, regardless of the aspiration devices, whether it's Penumbra, Anari, angiovac and so on, the subacute clot is very hard to extract.
Joshua GoldbergGUEST
So surgery can extract that because you have direct visualization of the PA and the branches.
Joshua GoldbergGUEST
But I think the key advanced intervention in these unstable or decompensating patients is going to really be the mechanical circulatory support, which has its origin from surgery.
speaker_0HOST
That leaves them operating with roughly $12.1 billion in net debt.
speaker_0HOST
And hovering over all of this is the impending Penumbra acquisition.
speaker_1HOST
Oh, Penumbra is the massive shadow over this entire thesis.
speaker_1HOST
The deal is still pending with an announced enterprise value of about $14.5 billion.
speaker_1HOST
And the proposed cash consideration is roughly $11 billion.
speaker_0HOST
So they haven't even borrowed the money yet.
speaker_0HOST
It's like planning to buy a mansion on a new credit card while you're already drowning in mortgage payments.
speaker_0HOST
And none of Boston Scientific's current revenue today includes Penumbra because the acquisition isn't complete.