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Boston Scientific Announces Results for Third Quarter Ended September 30, 2010 Boston Scientific Corporation (NYSE: BSX) today announced financial results for the third quarter ended September 30, 2010, as well as guidance for...

Key Takeaway: NATICK, Mass. , Oct. 19 /PRNewswire-FirstCall/ -- Boston Scientific Corporation (NYSE: BSX ) today announced financial results for the third quarter ended September 30, 2010 , as well as guidance for net sales and earnings per share (EPS) for the fourth quarter and full year 2010

Full Press Release Details

NATICK, Mass. , Oct. 19 /PRNewswire-FirstCall/ -- Boston Scientific Corporation (NYSE: BSX ) today announced financial results for the third quarter ended September 30, 2010 , as well as guidance for net sales and earnings per share (EPS) for the fourth quarter and full year 2010.
Third quarter highlights (sales growth rates are at constant currency):
"During the quarter we made good progress toward the execution of both our strategic plan and the necessary financial discipline, which resulted in a strong operating performance despite the challenges facing our industry," said Ray Elliott , President and Chief Executive Officer of Boston Scientific. "These results reflect our recovery from the CRM ship hold and our successful focus on regaining share. We also made progress on our restructuring initiatives and the realignment and diversification of our product portfolio, two essential components of our plan for future growth."
Net sales for the third quarter of 2010 were $1.916 billion , as compared to net sales of $2.025 billion for the third quarter of 2009, a decrease of five percent on both a reported and constant currency basis.
Worldwide cardiac rhythm management (CRM) net sales for the third quarter -- on a reported basis -- were as follows:
(in millions) U.S. International Worldwide
Q3 2010 Q3 2009 Q3 2010 Q3 2009 Q3 2010 Q3 2009
Defibrillator systems $ 280 $ 314 $ 126 $ 131 $ 406 $ 445
Pacemaker systems 82 90 62 73 144 163
Total CRM products $ 362 $ 404 $ 188 $ 204 $ 550 $ 608
Worldwide coronary stent system net sales for the third quarter -- on a reported basis -- were as follows:
(in millions) U.S. International Worldwide
Q3 2010 Q3 2009 Q3 2010 Q3 2009 Q3 2010 Q3 2009
Drug-eluting stent systems $ 199 $ 222 $ 166 $ 189 $ 365 $ 411
Bare-metal stent systems 11 14 20 27 31 41
Total coronary stent systems $ 210 $ 236 $ 186 $ 216 $ 396 $ 452
On a GAAP basis, net income for the third quarter of 2010 was $190 million , or $0.12 per diluted share. These results included intangible asset impairment charges, restructuring-related charges, discrete tax items and amortization expense (after-tax) of $106 million , or $0.07 per share, which consisted of:
Adjusted net income for the third quarter of 2010, excluding these charges, was $296 million , or $0.19 per share.
On a GAAP basis, net loss for the third quarter of 2009 was $94 million , or $0.06 per share. These results included litigation- and restructuring-related net charges and amortization expense (after-tax) of $385 million , or $0.25 per share. Adjusted net income for the third quarter of 2009, excluding these net charges, was $291 million , or $0.19 per share.
"Once again our businesses generated excellent cash flow," said Elliott. "Going forward we expect our cash flow to provide the capital needed to fund investments in high-growth opportunities that will complement our existing product offerings, as well as consistently reduce our debt obligations."
Fourth Quarter and Updated Full Year 2010 Guidance
The Company estimates net sales for the fourth quarter of 2010 of between $1.925 billion and $2.000 billion , as compared to net sales of $2.079 billion for the fourth quarter of 2009. Adjusted earnings, excluding restructuring and restructuring-related costs and amortization expense, are estimated to range between $0.15 and $0.18 per share, as compared to adjusted earnings of $0.20 per share in the fourth quarter of 2009. The Company estimates earnings on a GAAP basis of between $0.05 and $0.09 per share, as compared to a net loss of $0.71 per share in the fourth quarter of 2009.
The Company now estimates net sales for the full year 2010 of between $7.729 billion and $7.804 billion , as compared to net sales of $8.188 billion for the full year 2009. Adjusted earnings, excluding goodwill and intangible asset impairment charges, acquisition-related credits, restructuring and restructuring-related costs, discrete tax items and amortization expense are estimated to range between $0.63 and $0.66 per share, as compared to adjusted earnings of $0.78 per share for the full year 2009. The Company estimates a net loss on a GAAP basis of between $0.81 and $0.77 per share, as compared to a net loss of $0.68 per share for the full year 2009.
Boston Scientific officials will be discussing these results with analysts on a conference call at 5:30 p.m. (ET) Tuesday, October 19. The Company will webcast the call to all interested parties through its website: www.bostonscientific.com . Please see the website for details on how to access the webcast. The webcast will be available for one year on the Boston Scientific website.
Boston Scientific is a worldwide developer, manufacturer and marketer of medical devices whose products are used in a broad range of interventional medical specialties. For more information, please visit: www.bostonscientific.com .
Cautionary Statement Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements may be identified by words like "anticipate," "expect," "project," "believe," "plan," "estimate," "intend" and similar words. These forward-looking statements are based on our beliefs, assumptions and estimates using information available to us at the time and are not intended to be guarantees of future events or performance. These forward-looking statements include, among other things, statements regarding our expected net sales, GAAP earnings and adjusted earnings for the fourth quarter and full year 2010; our financial performance; new product approvals and sales; regulatory compliance and product removal actions; our market position; cash flow; write-down of goodwill and other asset impairments; our capacity to fund acquisitions and other investments; our ability to reduce our debt obligations; and our restructuring activities. If our underlying assumptions turn out to be incorrect, or if certain risks or uncertainties materialize, actual results could vary materially from the expectations and projections expressed or implied by our forward-looking statements. These risks and uncertainties, in some cases, have affected and in the future could affect our ability to implement our business strategy and may cause actual results to differ materially from those contemplated by the statements expressed in this press release. As a result, readers are cautioned not to place undue reliance on any of our forward-looking statements.
Use of non-GAAP Financial Information
A reconciliation of the Company's non-GAAP financial measures to the corresponding GAAP measures, and an explanation of the Company's use of these non-GAAP measures, is included in the exhibits attached to this press release.
CONTACT:
Paul Donovan
508-650-8541 (office)
508-667-5165 (mobile)
Media Relations
Boston Scientific Corporation
Larry Neumann
508-650-8696 (office)
Investor Relations
Boston Scientific Corporation
BOSTON SCIENTIFIC CORPORATION
CONDENSED CONSOLIDATED GAAP RESULTS OF OPERATIONS
(Unaudited)
Three Months Ended September 30, Nine Months Ended September 30,
in millions, except per share data 2010 2009 2010 2009
Net sales $ 1,916 $ 2,025 $ 5,804 $ 6,109
Cost of products sold 623 629 1,939 1,867
Gross profit 1,293 1,396 3,865 4,242
Operating expenses:
Selling, general and administrative expenses 634 665 1,897 1,987
Research and development expenses 230 258 714 778
Royalty expense 39 51 147 149
Loss on program termination 16
Amortization expense 129 126 381 381
Goodwill impairment charge 1,817
Intangible asset impairment charges 5 65 10
Purchased research and development 17
Acquisition-related milestone (250)
Restructuring charges 5 9 98 44
Litigation-related net charges 236 523
1,042 1,345 4,869 3,905
Operating income (loss) 251 51 (1,004) 337
Other income (expense):
Interest expense (91) (91) (286) (285)
Other, net 3 (4) (2) (13)
Income (loss) before income taxes 163 (44) (1,292) 39
Income tax (benefit) expense (27) 50 9 (12)
Net income (loss) $ 190 $ (94) $ (1,301) $ 51
Net income (loss) per common share -- basic $ 0.13 $ (0.06) $ (0.86) $ 0.03
Net income (loss) per common share -- assuming dilution $ 0.12 $ (0.06) $ (0.86) $ 0.03
Weighted-average shares outstanding
Basic 1,519.8 1,509.3 1,517.0 1,507.0
Assuming dilution 1,529.3 1,509.3 1,517.0 1,514.4
BOSTON SCIENTIFIC CORPORATION
CONDENSED CONSOLIDATED BALANCE SHEETS
September 30, 2010 December 31, 2009
in millions, except share data
(Unaudited)
ASSETS
Current assets:
Cash and cash equivalents $ 624 $ 864
Trade accounts receivable, net 1,317 1,375
Inventories 923 920
Deferred income taxes 480 572
Prepaid expenses and other current assets 212 330
Total current assets 3,556 4,061
Property, plant and equipment, net 1,712 1,728
Goodwill 10,592 12,404
Other intangible assets, net 6,291 6,731
Other long-term assets 335 253
$ 22,486 $ 25,177
LIABILITIES AND STOCKHOLDERS' EQUITY
Current liabilities:
Current debt obligations $ 904 $ 3
Accounts payable 195 212
Accrued expenses 1,604 2,609
Other current liabilities 252 198
Total current liabilities 2,955 3,022
Long-term debt 5,133 5,915
Deferred income taxes 1,924 1,875
Other long-term liabilities 1,436 2,064
Commitments and contingencies
Stockholders' equity
Preferred stock, $ .01 par value - authorized 50,000,000 shares, none issued and outstanding
Common stock, $ .01 par value - authorized 2,000,000,000 shares, issued 1,519,963,601 shares as of September 30, 2010 and 1,510,753,934 shares as of December 31, 2009 15 15
Additional paid-in capital 16,198 16,086
Accumulated deficit (5,058) (3,757)
Other stockholders' deficit (117) (43)
Total stockholders' equity 11,038 12,301
$ 22,486 $ 25,177
BOSTON SCIENTIFIC CORPORATION
NON-GAAP NET INCOME AND NET INCOME PER COMMON SHARE RECONCILIATIONS
(Unaudited)
Three Months Ended September 30, Nine Months Ended September 30,
2010 2009 2010 2009
in millions, except per share data Net income Impact per diluted share Net (loss) income Impact per diluted share Net (loss) income Impact per diluted share Net income Impact per diluted share
GAAP results $ 190 $ 0.12 $ (94) $ (0.06) $ (1,301) $ (0.86) $ 51 $ 0.03
Non-GAAP adjustments:
Goodwill impairment charge 1,817 1.20 *
Intangible asset impairment charges 4 0.00 55 0.03 * 8 0.01
Acquisition-related (credits) charges (216) (0.14) * 17 0.01
Divestiture-related gains (2) (0.00)
Restructuring-related charges 14 0.01 21 0.01 * 99 0.06 * 69 0.05
Litigation-related net charges 257 0.17 * 497 0.33
Discrete tax items (21) (0.01) (21) (0.01) * (74) (0.05)
Amortization expense 109 0.07 107 0.07 * 304 0.20 * 312 0.20
Adjusted results $ 296 $ 0.19 $ 291 $ 0.19 $ 737 $ 0.48 $ 878 $ 0.58
* Assumes dilution of 10.9 million shares for the three months ended September 30, 2009 and 9.2 million shares for the nine months ended September 30, 2010 for all or a portion of these non-GAAP adjustments.
An explanation of the Company's use of these non-GAAP measures is provided at the end of this document.
BOSTON SCIENTIFIC CORPORATION
NON-GAAP NET INCOME AND NET INCOME PER COMMON SHARE RECONCILIATIONS (CONT.)
(Unaudited)
Three Months Ended Nine Months Ended
(in millions) September 30, September 30,
2010 2009 2010 2009
Goodwill impairment charge:
Goodwill impairment charge $ 1,817
1,817
Income tax benefit (a)
Goodwill impairment charge, net of tax $ 1,817
Intangible asset impairment charges:
Intangible asset impairment charges $ 5 $ 65 $ 10
Income tax benefit (a) (1) (10) (2)
Intangible asset impairment charges, net of tax $ 4 $ 55 $ 8
Acquisition-related (credits) charges:
Purchased research and development $ 17
Acquisition-related milestone $ (250)
(250) 17
Income tax expense (a) 34
Acquisition-related (credits) charges, net of tax $ (216) $ 17
Divestiture-related gains:
Gain on sale of investments (b) $ (3)
Income tax expense (a) 1
Divestiture-related gains, net of tax $ (2)
Restructuring-related charges:
Restructuring charges $ 5 $ 9 $ 98 $ 44
Restructuring-related charges (c) 13 19 41 50
18 28 139 94
Income tax benefit (a) (4) (7) (40) (25)
Restructuring-related charges, net of tax $ 14 $ 21 $ 99 $ 69
Litigation-related net charges:
Litigation-related credits $ (60) $ (60)
Litigation-related charges 296 583
236 523
Income tax expense (benefit) (a) 21 (26)
Litigation-related net charges, net of tax $ 257 $ 497
Discrete tax items:
Income tax benefit (a) $ (21) $ (21) $ (74)
Amortization expense:
Amortization expense $ 129 $ 126 $ 381 $ 381
Income tax benefit (a) (20) (19) (77) (69)
Amortization expense, net of tax $ 109 $ 107 $ 304 $ 312
(a) Amounts are tax effected at the Company's effective tax rate, unless the amount is a significant unusual or infrequently occurring item in accordance with FASB Accounting Standards Codification section 740-270-30, "General Methodology and Use of Estimated Annual Effective Tax Rate."
(b) Recorded to other, net.
(c) In the third quarter of 2010, recorded $12 million to cost of products sold and $1 million to selling, general and administrative expenses. In the third quarter of 2009, recorded $13 million to cost of products sold; $5 million to selling, general and administrative expenses; and $1 million to research and development expenses. In the first nine months of 2010, recorded $38 million to cost of products sold and $3 million to selling, general and administrative expenses. In the first nine months of 2009, recorded $36 million to cost of products sold; $11 million to selling, general and administrative expenses; and $3 million to research and development expenses.
An explanation of the Company's use of these non-GAAP measures is provided at the end of this document.
BOSTON SCIENTIFIC CORPORATION
WORLDWIDE SALES
(Unaudited)
Change
Three Months Ended As Reported Constant
September 30, Currency Currency
in millions 2010 2009 Basis Basis
United States $ 1,102 $ 1,167 (6) % (6) %
EMEA 395 438 (10) % (3) %
Japan 234 243 (4) % (12) %
Inter-Continental 185 175 6 % 1 %
International 814 856 (5) % (5) %
Subtotal 1,916 2,023 (5) % (5) %
Divested Businesses 0 2 N/A N/A
Worldwide $ 1,916 $ 2,025 (5) % (5) %
Change
Three Months Ended As Reported Constant
September 30, Currency Currency
in millions 2010 2009 Basis Basis
Cardiac Rhythm Management $ 550 $ 608 (10) % (8) %
Interventional Cardiology 614 682 (10) % (11) %
Peripheral Interventions 167 164 2 % 2 %
Cardiovascular Group 781 846 (8) % (8) %
Electrophysiology 36 38 (6) % (6) %
Neurovascular 79 85 (7) % (8) %
Endoscopy 269 260 4 % 4 %
Urology/ Women's Health 122 114 7 % 6 %
Endosurgery Group 391 374 5 % 5 %
Neuromodulation 79 72 9 % 9 %
Subtotal 1,916 2,023 (5) % (5) %
Divested Businesses 0 2 N/A N/A
Worldwide $ 1,916 $ 2,025 (5) % (5) %
Growth rates are based on actual, non-rounded amounts and may not recalculate precisely.
An explanation of the Company's use of these non-GAAP measures is provided at the end of this document.
BOSTON SCIENTIFIC CORPORATION
WORLDWIDE SALES
(Unaudited)
Change
Nine Months Ended As Reported Constant
September 30, Currency Currency
in millions 2010 2009 Basis Basis
United States $ 3,244 $ 3,530 (8) % (8) %
EMEA 1,305 1,353 (4) % (2) %
Japan 707 726 (3) % (8) %
Inter-Continental 544 491 11 % 1 %
International 2,556 2,570 (1) % (3) %
Subtotal 5,800 6,100 (5) % (6) %
Divested Businesses 4 9 N/A N/A
Worldwide $ 5,804 $ 6,109 (5) % (6) %
Change
Nine Months Ended As Reported Constant
September 30, Currency Currency
in millions 2010 2009 Basis Basis
Cardiac Rhythm Management $ 1,615 $ 1,806 (11) % (11) %
Interventional Cardiology 1,961 2,155 (9) % (11) %
Peripheral Interventions 498 493 1 % 0 %
Cardiovascular Group 2,459 2,648 (7) % (9) %
Electrophysiology 111 112 (1) % (2) %
Neurovascular 248 259 (4) % (7) %
Endoscopy 794 737 8 % 7 %
Urology/ Women's Health 354 333 6 % 5 %
Endosurgery Group 1,148 1,070 7 % 6 %
Neuromodulation 219 205 6 % 6 %
Subtotal 5,800 6,100 (5) % (6) %
Divested Businesses 4 9 N/A N/A
Worldwide $ 5,804 $ 6,109 (5) % (6) %
Growth rates are based on actual, non-rounded amounts and may not recalculate precisely.
An explanation of the Company's use of these non-GAAP measures is provided at the end of this document.
BOSTON SCIENTIFIC CORPORATION
NON-GAAP CONSTANT CURRENCY NET SALES RECONCILIATIONS
(Unaudited)
Q3 2010 Net Sales as compared to Q3 2009
Change Estimated Impact of Foreign Currency
in millions As Reported Currency Basis Constant Currency Basis
United States $ (65) $ (65)
EMEA (43) (10) $ (33)
Japan (9) (29) 20
Inter-Continental 10 1 9
International (42) (38) (4)
Subtotal (107) (103) (4)
Divested Businesses (2) (2) 0
Worldwide $ (109) $ (105) $ (4)
Q3 2010 Net Sales as compared to Q3 2009
Change Estimated Impact of Foreign Currency
in millions As Reported Currency Basis Constant Currency Basis
Cardiac Rhythm Management $ (58) $ (47) $ (11)
Interventional Cardiology (68) (73) 5
Peripheral Interventions 3 3 0
Cardiovascular Group (65) (70) 5
Electrophysiology (2) (2) 0
Neurovascular (6) (7) 1
Endoscopy 9 9 0
Urology/ Women's Health 8 7 1
Endosurgery Group 17 16 1
Neuromodulation 7 7 0
Subtotal (107) (103) (4)
Divested Businesses (2) (2) 0
Worldwide $ (109) $ (105) $ (4)
An explanation of the Company's use of these non-GAAP measures is provided at the end of this document.
BOSTON SCIENTIFIC CORPORATION
NON-GAAP CONSTANT CURRENCY NET SALES RECONCILIATIONS
(Unaudited)
Q3 2010 YTD Net Sales as compared to Q3 2009
Change Estimated Impact of Foreign Currency
in millions As Reported Currency Basis Constant Currency Basis
United States $ (286) $ (286)
EMEA (48) (21) $ (27)
Japan (19) (59) 40
Inter-Continental 53 3 50
International (14) (77) 63
Subtotal (300) (363) 63
Divested Businesses (5) (5) 0
Worldwide $ (305) $ (368) $ 63
Q3 2010 YTD Net Sales as compared to Q3 2009
Change Estimated Impact of Foreign Currency
in millions As Reported Currency Basis Constant Currency Basis
Cardiac Rhythm Management $ (191) $ (192) $ 1
Interventional Cardiology (194) (230) 36
Peripheral Interventions 5 (2) 7
Cardiovascular Group (189) (232) 43
Electrophysiology (1) (2) 1
Neurovascular (11) (17) 6
Endoscopy 57 50 7
Urology/ Women's Health 21 17 4
Endosurgery Group 78 67 11
Neuromodulation 14 13 1
Subtotal (300) (363) 63
Divested Businesses (5) (5) 0
Worldwide $ (305) $ (368) $ 63
An explanation of the Company's use of these non-GAAP measures is provided at the end of this document.
BOSTON SCIENTIFIC CORPORATION
ESTIMATED NON-GAAP NET INCOME PER COMMON SHARE RECONCILIATIONS
(Unaudited)
Q4 2010 Estimate Full Year 2010 Estimate
(Low) (High) (Low) (High)
GAAP results $ 0.05 $ 0.09 $ (0.81) $ (0.77)
Goodwill impairment charge 1.20 1.20
Intangible asset impairment charges 0.03 0.03
Acquisition-related credit (0.14) (0.14)
Estimated restructuring-related charges 0.02 0.01 0.08 0.07
Discrete tax items (0.01) (0.01)
Estimated amortization expense 0.08 0.08 0.28 0.28
Adjusted results $ 0.15 $ 0.18 $ 0.63 $ 0.66
An explanation of the Company's use of these non-GAAP measures is provided at the end of this document.
Use of Non-GAAP Financial Measures
To supplement Boston Scientific's condensed consolidated financial statements presented on a GAAP basis; the Company discloses certain non-GAAP measures that exclude certain amounts, including non-GAAP net income, non-GAAP net income per share, and regional and divisional revenue growth rates that exclude the impact of foreign exchange. These non-GAAP measures are not in accordance with, or an alternative for, generally accepted accounting principles in the United States .
The GAAP measure most comparable to non-GAAP net income is GAAP net income and the GAAP measure most comparable to non-GAAP net income per share is GAAP net income per share. Reconciliations of each of these non-GAAP financial measures to the corresponding GAAP measure are included in the accompanying schedules.
To calculate regional and divisional revenue growth rates that exclude the impact of foreign exchange, the Company converts actual current-period net sales from local currency to U.S. dollars using constant foreign exchange rates. The GAAP measure most comparable to this non-GAAP measure is growth rate percentages based on GAAP revenue. A reconciliation of this non-GAAP financial measure to the corresponding GAAP measure is included in the accompanying schedules.
Use and Economic Substance of Non-GAAP Financial Measures Used by Boston Scientific
The following is an explanation of each of the adjustments that management excluded as part of its non-GAAP measures for the three and nine months ended September 30, 2010 and 2009 and for the forecasted three month period ending December 31, 2010 and full year ending December 31, 2010 , as well as reasons for excluding each of these individual items:
Material Limitations Associated with the Use of Non-GAAP Financial Measures
Non-GAAP net income, non-GAAP net income per diluted share, and regional and divisional revenue growth rates that exclude the impact of foreign exchange may have limitations as analytical tools, and these non-GAAP measures should not be considered in isolation from or as a replacement for GAAP financial measures. Some of the limitations associated with the use of these non-GAAP financial measures are:
Compensation for Limitations Associated with Use of Non-GAAP Financial Measures
Boston Scientific compensates for the limitations on its non-GAAP financial measures by relying upon its GAAP results to gain a complete picture of the Company's performance. The non-GAAP numbers focus instead upon the core business of the Company, which is only a subset, albeit a critical one, of the Company's performance.
The Company provides detailed reconciliations of each non-GAAP financial measure to its most directly comparable GAAP measure in the accompanying schedules, and Boston Scientific encourages investors to review these reconciliations.
Usefulness of Non-GAAP Financial Measures to Investors
SOURCE Boston Scientific Corporation

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Last updated: Oct 19, 2010