u/BobMcPhil

The author argues Boston Scientific's flagship WATCHMAN LAAO device, responsible for 10% of company revenue, was found 'not noninferior' to anticoagulation alone in a recent NEJM trial, meaning procedures yield worse outcomes than anticoagulation. Because physicians would avoid exposing patients to procedure risk and more bleeding, the author expects WATCHMAN to be de-prescribed, pressuring BSX revenue and the stock. The cited catalyst is the NEJM publication; no explicit time horizon is given. Main risk implied is that the trial interpretation or clinical adoption may not translate into the expected revenue decline.