Financial PerformancePEN continues to excel below the topline, with profitability metrics comfortably ahead of the Street this quarter.
Market OpportunityVascular thrombectomy is expected to be the biggest growth driver for Penumbra, with the market only roughly 10% penetrated, suggesting substantial growth potential.
Product LaunchPenumbra's Thunderbolt product is considered a potential 'game changer' that could provide a price lift and help improve market growth, adding an estimated 100-200 basis points to overall growth.