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(KYEC)","tier":3,"returns_yearly":{"2021":26.7,"2022":-7.7,"2023":132.4,"2024":38.6,"2025":171,"2026":8.4}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":8.3}},{"slug":"recursion","name":"Recursion Pharmaceuticals","name_en":"Recursion Pharmaceuticals","tier":3,"returns_yearly":{"2022":-55,"2023":27.9,"2024":-31.4,"2025":-39.5,"2026":6.6}},{"slug":"nextera-energy","name":"NextEra Energy","name_en":"NextEra Energy","tier":3,"returns_yearly":{"2021":23.4,"2022":-8.5,"2023":-25.3,"2024":21.5,"2025":15.5,"2026":6.2}},{"slug":"legrand","name":"르그랑","name_en":"Legrand","tier":3,"returns_yearly":{"2021":20.3,"2022":-7.1,"2023":12.8,"2024":11.9,"2025":39.3,"2026":6.1}},{"slug":"duke-energy","name":"듀크 에너지","name_en":"Duke Energy 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Inc.","tier":3,"returns_yearly":{"2021":14,"2022":-38.7,"2023":65,"2024":-6.5,"2025":-16.8,"2026":-8.8}},{"slug":"photronics","name":"Photronics","name_en":"Photronics","tier":3,"returns_yearly":{"2021":68.9,"2022":-10.7,"2023":86.4,"2024":-24.9,"2025":35.8,"2026":-9}},{"slug":"fabrinet","name":"Fabrinet","name_en":"Fabrinet","tier":3,"returns_yearly":{"2021":52.7,"2022":8.2,"2023":48.4,"2024":15.5,"2025":107.1,"2026":-10.5}},{"slug":"phison","name":"Phison","name_en":"Phison Electronics","tier":3,"returns_yearly":{"2021":26.8,"2022":-10.7,"2023":45.1,"2024":-6.7,"2025":418.3,"2026":-12.8}},{"slug":"salesforce","name":"세일즈포스","name_en":"Salesforce, Inc.","tier":3,"returns_yearly":{"2021":14.2,"2022":-47.8,"2023":98.5,"2024":27.8,"2025":-20.2,"2026":-12.9}},{"slug":"mobileye","name":"Mobileye","name_en":"Mobileye","tier":3,"returns_yearly":{"2023":23.6,"2024":-54,"2025":-47.6,"2026":-18}},{"slug":"carnival","name":"카니발","name_en":"Carnival Corporation","tier":3,"returns_yearly":{"2021":-7.1,"2022":-59.9,"2023":130,"2024":34.4,"2025":22.6,"2026":-21.8}},{"slug":"byd-electronics","name":"BYD일렉트로닉스","name_en":"BYD Electronics","tier":3,"returns_yearly":{"2021":-56.1,"2022":16,"2023":-0.4,"2024":60.6,"2025":-19.4,"2026":-24.1}},{"slug":"rigetti","name":"Rigetti Computing","name_en":"Rigetti Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-31.4}},{"slug":"ubtech","name":"UBTech","name_en":"UBTech Robotics","tier":3,"returns_yearly":{"2024":-21.6,"2025":95.4,"2026":-38.8}},{"slug":"oklo","name":"Oklo","name_en":"Oklo","tier":3,"returns_yearly":{"2022":0.7,"2023":6.5,"2024":101,"2025":238,"2026":-42.5}},{"slug":"d-wave","name":"D-Wave Quantum","name_en":"D-Wave Quantum","tier":3,"returns_yearly":{"2022":-85.3,"2023":-38.9,"2024":854.5,"2025":211.3,"2026":-44.3}},{"slug":"shinko","name":"신코덴키","name_en":"Shinko Electric Industries","tier":3,"returns_yearly":null},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null}],"analysis":"최소침습 의료기기 기업. 2026년 -49.9%로 크게 밀렸다. 공급단(평균 +4.8%)이 본주(-49.9%)보다 세게 움직였다. 공급 병목 국면의 전형으로, 본주 마진보다 공급사 물량 레버리지가 먼저 반영되고 있다는 신호다. 연결 노드 중 가장 앞선 곳은 아마존(+12%), 가장 처진 곳은 HCA 헬스케어(-12.9%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Boston Scientific Corporation operates across Minimally invasive medtech. It is down -49.9% in 2026. The supply side (avg +4.8%) has moved harder than the stock (-49.9%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is Amazon (+12%) and the furthest behind is HCA Healthcare, Inc. (-12.9%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Acquisitions also extend its urology and cardiovascular portfolios.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Axonics","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-17","basis":"취득 현금을 차감한 Axonics 지분 100% 인수 선불 현금대가","value":3411000000,"period":"acquisition_closed_2024-11-15","basis_en":"Upfront cash consideration for 100% of Axonics, net of cash acquired","qualifier":null},"note":"보스턴 사이언티픽은 2024년 11월 Axonics 지분 100% 인수를 완료해 천수신경조절 제품을 비뇨기 사업에 편입했다. 취득 현금을 차감한 선불 현금 인수대금은 약 34억1,100만 달러였다.","note_en":"Boston Scientific completed its acquisition of 100% of Axonics in November 2024 and integrated its sacral-neuromodulation products into Urology. The upfront cash consideration was approximately $3.411 billion net of cash acquired.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회","publisher_en":"U.S. Securities and Exchange Commission","kind":"filing","lang":"en","published_at":"2026-02-17","url":"https://www.sec.gov/Archives/edgar/data/885725/000088572526000010/bsx-20251231.htm","title":"2025 회계연도 Form 10-K","title_en":"Fiscal 2025 Form 10-K","excerpt":"회사는 2024년 11월 15일 Axonics 지분 100% 인수를 완료했고, 취득 현금 차감 후 약 34억1,100만 달러를 지급했다.","excerpt_en":"On November 15, 2024, we completed our acquisition of 100 percent of the outstanding equity of Axonics, Inc."},{"stance":"confirms","publisher":"보스턴 사이언티픽","publisher_en":"Boston Scientific","kind":"ir","lang":"en","published_at":"2024-11-15","url":"https://news.bostonscientific.com/2024-11-15-Boston-Scientific-Closes-Acquisition-of-Axonics,-Inc","title":"보스턴 사이언티픽, Axonics 인수 완료","title_en":"Boston Scientific Closes Acquisition of Axonics, Inc.","excerpt":"보스턴 사이언티픽은 비뇨기·장 기능장애 치료기기 회사 Axonics 인수를 완료했다고 발표했다.","excerpt_en":"Boston Scientific Corporation today announced the close of its acquisition of Axonics, Inc."},{"stance":"mentions","publisher":"다올투자증권","publisher_en":"DAOL Investment & Securities","kind":"research","lang":"ko","published_at":"2024-10-28","url":"https://www.ktb.co.kr/common/download.jspx?cmd=viewPDF&path=/attach_file/RESEARCH/124647/1/20241028_B3510_alex.park_284.pdf","title":"의료기기: UEGW 2024 참관기, Dive into 내시경","title_en":"Medical Devices: UEGW 2024 Review, Dive into Endoscopy","excerpt":"비뇨기 사업 강화를 위해 천골신경조절 시스템을 보유한 Axonics를 37억 달러에 인수한다고 정리했다.","excerpt_en":"The report notes the $3.7 billion Axonics acquisition as a move to strengthen Boston Scientific's urology business with sacral neuromodulation systems."}]},{"direction":"revenue","counterparty":"HCA 헬스케어","counterparty_slug":"hca-healthcare","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2024-01-01","basis":"HealthTrust 계약을 통한 HCA 헬스케어의 보스턴 사이언티픽 제품 조달액","value":null,"period":"as_of_2024","basis_en":"HCA Healthcare procurement of Boston Scientific products through HealthTrust contracts","qualifier":"confirmed_no_disclosed_value"},"note":"HCA 헬스케어의 전사 조달은 대주주이자 업무집행조합원인 HealthTrust가 사실상 수행한다. HealthTrust는 보스턴 사이언티픽을 일회용 내시경 계약 공급사로 명시하지만 HCA 관련 매출액은 공개하지 않았다.","note_en":"HealthTrust, majority-owned and managed by HCA Healthcare, effectively runs HCA's system-wide procurement. HealthTrust identifies Boston Scientific as a contracted supplier for single-use endoscopes, but HCA-attributable sales were not disclosed.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회","publisher_en":"U.S. Securities and Exchange Commission","kind":"filing","lang":"en","published_at":"2026-02-17","url":"https://www.sec.gov/Archives/edgar/data/885725/000088572526000010/bsx-20251231.htm","title":"2025 회계연도 Form 10-K","title_en":"Fiscal 2025 Form 10-K","excerpt":"대형 GPO와 병원 네트워크 등 구매 집단은 사업에 중요하며 순매출의 상당 부분을 차지한다.","excerpt_en":"Large group purchasing organizations, hospital networks and other buying groups are important to our business and represent a substantial portion of our net sales."},{"stance":"confirms","publisher":"HCA 헬스케어","publisher_en":"HCA Healthcare","kind":"ir","lang":"en","published_at":"2024-01-01","url":"https://hcahealthcare.com/util/forms/ethics/2024-Code-of-Conduct-Booklet-a.pdf","title":"2024 행동강령","title_en":"2024 Code of Conduct","excerpt":"HealthTrust는 HCA 헬스케어를 포함한 회원사를 대신해 공급·서비스 사업자와 계약을 협상한다.","excerpt_en":"On behalf of its member entities, including HCA Healthcare, HealthTrust negotiates contracts with supply and service vendors."},{"stance":"confirms","publisher":"HealthTrust Performance Group","publisher_en":"HealthTrust Performance Group","kind":"analysis","lang":"en","published_at":"2023-03-31","url":"https://healthtrustpg.com/thesource/supply-chain-optimization/single-use-versus-reusable-endoscopes/","title":"일회용 내시경과 재사용 내시경","title_en":"Single-use Versus Reusable Endoscopes","excerpt":"HealthTrust는 일회용 내시경 부문의 현행 계약 공급사에 보스턴 사이언티픽을 포함했다.","excerpt_en":"Vendors currently on contract with HealthTrust include: Boston Scientific #65423."}]},{"direction":"revenue","counterparty":"Premier","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2024-11-01","basis":"Premier GPO 계약을 통한 보스턴 사이언티픽 제품 매출","value":null,"period":"2024-2025","basis_en":"Boston Scientific product sales through Premier group-purchasing contracts","qualifier":"confirmed_no_disclosed_value"},"note":"Premier는 회원 의료기관이 이용하는 GPO 계약에 보스턴 사이언티픽의 수술용 요실금·혈전제거 제품을 포함했다. 2024~2025 회원 포트폴리오에도 전문 비뇨기 제품 계약 공급사로 보스턴 사이언티픽이 올라 있지만 상대별 매출액은 공개되지 않았다.","note_en":"Premier included Boston Scientific surgical-incontinence and thrombectomy products in group-purchasing contracts available to member providers. Its 2024-2025 member portfolio also lists Boston Scientific for specialty urological products, but counterparty-specific sales were not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회","publisher_en":"U.S. Securities and Exchange Commission","kind":"filing","lang":"en","published_at":"2026-02-17","url":"https://www.sec.gov/Archives/edgar/data/885725/000088572526000010/bsx-20251231.htm","title":"2025 회계연도 Form 10-K","title_en":"Fiscal 2025 Form 10-K","excerpt":"보스턴 사이언티픽은 GPO와 계약을 맺어 참여 병원에 협상 가격으로 제품을 판매한다.","excerpt_en":"We have entered certain agreements with group purchasing organizations to sell our products to participating hospitals at negotiated prices."},{"stance":"confirms","publisher":"BayCare Health System","publisher_en":"BayCare Health System","kind":"ir","lang":"en","published_at":"2024-11-01","url":"https://www.baycarehealth.org/wp-content/uploads/2024/11/PremierCOC_ContractPortfolio2024.pdf","title":"Premier Continuum of Care 2024~2025 계약 포트폴리오","title_en":"Premier Continuum of Care 2024-2025 Contract Portfolio","excerpt":"회원사가 자주 사용하는 계약 목록은 전문 비뇨기 제품 공급사로 보스턴 사이언티픽을 열거한다.","excerpt_en":"Specialty Urological Products Boston Scientific Corporation."},{"stance":"confirms","publisher":"Premier, Inc.","publisher_en":"Premier, Inc.","kind":"news","lang":"en","published_at":"2018-10-23","url":"https://premierinc.com/newsroom/press-releases/premier-announces-new-supplier-agreements-july-august-september","title":"Premier Announces New Supplier Agreements: July, August, September","title_en":"Premier Announces New Supplier Agreements: July, August, September","excerpt":"Premier는 회원 의료기관용 신규 GPO 계약에서 보스턴 사이언티픽을 수술용 요실금 및 혈전제거 제품 공급사로 발표했다.","excerpt_en":"Premier has announced new group purchasing contracts with suppliers, including Boston Scientific Corporation for surgical incontinence and thrombectomy products."}]},{"direction":"cost","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-08-26","basis":"보스턴 사이언티픽 기업 인프라의 Microsoft 서비스 사용액","value":null,"period":"as_of_2026-08-26","basis_en":"Boston Scientific spending on Microsoft services supporting corporate infrastructure","qualifier":"confirmed_no_disclosed_value"},"note":"TechCrunch는 공개 인터넷 기록을 근거로 보스턴 사이언티픽의 기업 인프라가 마이크로소프트에 크게 의존한다고 보도했다. 서비스별 계약액은 공개되지 않았다.","note_en":"TechCrunch reported from public internet records that Boston Scientific's corporate infrastructure relies heavily on Microsoft. Contract value by service was not disclosed.","sources":[{"stance":"mentions","publisher":"TechCrunch","publisher_en":"TechCrunch","kind":"news","lang":"en","published_at":"2026-08-26","url":"https://techcrunch.com/2026/08/26/medical-device-maker-boston-scientific-says-a-cyberattack-is-causing-a-global-disruption-to-its-operations/","title":"보스턴 사이언티픽, 사이버공격으로 글로벌 운영 차질","title_en":"Medical device maker Boston Scientific says a cyberattack is causing a 'global disruption' to its operations","excerpt":"공개 인터넷 기록에 따르면 보스턴 사이언티픽의 기업 인프라는 마이크로소프트에 크게 의존한다.","excerpt_en":"Boston Scientific relies largely on Microsoft for its corporate infrastructure."}]},{"direction":"cost","counterparty":"세일즈포스","counterparty_slug":"salesforce","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-03-01","basis":"보스턴 사이언티픽의 Salesforce 클라우드 제품 사용료","value":null,"period":"as_of_2025-03","basis_en":"Boston Scientific spending on Salesforce cloud products","qualifier":"confirmed_no_disclosed_value"},"note":"보스턴 사이언티픽은 Sales Cloud·Service Cloud·Marketing Cloud에 이어 Data Cloud를 전사 여러 사업부로 확대했다. 제품 사용료는 공개되지 않았고, IDC 사례는 Data Cloud가 프리미엄 가격이라고 평가한 회사 의견을 전한다.","note_en":"Boston Scientific expanded Salesforce Data Cloud across multiple divisions after using Sales Cloud, Service Cloud and Marketing Cloud. Product fees were not disclosed, while the IDC case study records the company's view that Data Cloud carries premium pricing.","sources":[{"stance":"confirms","publisher":"IDC","publisher_en":"IDC","kind":"analysis","lang":"en","published_at":"2025-03-01","url":"https://www.salesforce.com/en-us/wp-content/uploads/sites/4/Industry%20-%20HLS/Healthcare/boston-sci-idc-whitepaper-2025.pdf?bc=OTH","title":"의료기술 기업의 의료진 경험 혁신을 위한 중앙 데이터 플랫폼 구축","title_en":"Building a Centralized Data Platform to Transform the Healthcare Provider Experience in MedTech","excerpt":"보스턴 사이언티픽과 세일즈포스는 고객 데이터를 Data Cloud로 옮겼고, 이후 5개 사업부로 확대했다.","excerpt_en":"Boston Scientific and Salesforce partnered together to move customer data to Data Cloud."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-08-26","basis":"보스턴 사이언티픽 기업 인프라의 AWS 사용액","value":null,"period":"as_of_2026-08-26","basis_en":"Boston Scientific spending on AWS supporting corporate infrastructure","qualifier":"confirmed_no_disclosed_value"},"note":"TechCrunch는 공개 인터넷 기록을 근거로 보스턴 사이언티픽의 기업 인프라가 Amazon Web Services에 크게 의존한다고 보도했다. AWS 사용액은 공개되지 않았다.","note_en":"TechCrunch reported from public internet records that Boston Scientific's corporate infrastructure relies heavily on Amazon Web Services. AWS spending was not disclosed.","sources":[{"stance":"mentions","publisher":"TechCrunch","publisher_en":"TechCrunch","kind":"news","lang":"en","published_at":"2026-08-26","url":"https://techcrunch.com/2026/08/26/medical-device-maker-boston-scientific-says-a-cyberattack-is-causing-a-global-disruption-to-its-operations/","title":"보스턴 사이언티픽, 사이버공격으로 글로벌 운영 차질","title_en":"Medical device maker Boston Scientific says a cyberattack is causing a 'global disruption' to its operations","excerpt":"공개 인터넷 기록에 따르면 보스턴 사이언티픽의 기업 인프라는 Amazon Web Services에 크게 의존한다.","excerpt_en":"Boston Scientific relies largely on Amazon Web Services for its corporate infrastructure."}]}]}