BDX Faces Monopoly Allegations in U.S. Hernia Mesh Market, Impacting Patient Choices
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 23 2025
0mins
Should l Buy BDX?
Source: Benzinga
- Monopoly Allegations: TELA Bio's lawsuit claims that Becton Dickinson controls approximately 65% of the U.S. permanent hernia mesh market and 77% of the resorbable mesh market, leveraging its dominance to raise costs for hospitals and limit patient choices.
- Restrictive Contracts: The complaint alleges that Becton Dickinson used overlapping, multi-year contracts with hospitals and purchasing organizations to restrict access to OviTex, resulting in TELA Bio's marginal market share despite physician preference for its product.
- Patient Impact: The lawsuit highlights a case where a surgeon was denied approval to use OviTex due to Becton Dickinson's contracts, leading to a patient's worsening condition and eventual death during surgery, illustrating the direct harm caused by these practices.
- Legal Consequences: TELA Bio seeks damages and injunctive relief to restore competition and expand choices for patients and providers, while Becton Dickinson faces over 30,000 related lawsuits, indicating escalating legal risks for the company.
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Analyst Views on BDX
Wall Street analysts forecast BDX stock price to rise
11 Analyst Rating
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 177.380
Low
157.00
Averages
192.64
High
232.00
Current: 177.380
Low
157.00
Averages
192.64
High
232.00
About BDX
Becton, Dickinson and Company is a global medical technology company. The Company is engaged in the development, manufacture and sale of a broad range of medical supplies, devices, laboratory equipment and diagnostic products used by healthcare institutions, physicians, life science researchers, clinical laboratories, and more. Its BD Medical segment produces an array of medical technologies and devices that are used to help improve healthcare delivery in a range of settings. The BD Medical segment consists of various business units, including medication delivery solutions, medication management solutions, advanced monitoring, and pharmaceutical systems. Its BD Life Sciences segment provides products for the collection and transport of diagnostics specimens, and instruments and reagent systems to detect a range of infectious diseases, healthcare-associated infections and cancers. Its BD Interventional segment provides vascular, urology, oncology and surgical specialty products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Earnings Guidance Cut: The company lowered its fiscal 2026 adjusted earnings guidance from $14.75-$15.05 per share to $12.35-$12.65, below the consensus of $14.72, reflecting pressures and uncertainties in future business operations.
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- Market Reaction: Following the announcement, Becton Dickinson's shares fell by 17.44% to $171.23, indicating investor concerns regarding the company's growth potential, especially in light of multiple business headwinds.
See More
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- Acquisition Scale: BD has announced cash tender offers for debt securities totaling up to $1.6 billion, aimed at optimizing its capital structure and reducing financing costs, thereby enhancing financial flexibility.
- Types of Debt Securities: The tender offers cover various debt securities, including senior notes with interest rates ranging from 6.700% to 4.298% and different maturity dates, reflecting the company's focus on debt management and sensitivity to market conditions.
- Offer Deadline: All valid securities must be submitted by 5:00 PM on February 24, 2026, to be eligible for total consideration, including early tender payments, a strategy designed to incentivize holders to participate early and increase the success rate of the offers.
- Market Reaction: BD's debt acquisition plan is likely to boost investor confidence and is expected to have a positive impact on the company's stock price, further solidifying its leadership position in the medical technology sector.
See More
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- Acquisition Scale: BD has announced cash tender offers for debt securities totaling up to $1.6 billion, aimed at optimizing its capital structure and reducing financial costs, thereby enhancing the company's financial flexibility and market competitiveness.
- Offer Details: The tender offers include various debt securities with maturities ranging from 2026 to 2050, specifically featuring senior notes with rates such as 6.700% and 7.000%, indicating the company's sensitivity to future interest rate changes and strategic responses.
- Investor Participation: Investors must validly tender their securities by February 24, 2026, to qualify for early tender payments, reflecting BD's commitment to investor interests and potentially increasing investor participation and confidence.
- Market Reaction: The launch of this tender offer may positively impact BD's stock price, especially against the backdrop of increasing market scrutiny on the company's financial health, further solidifying its leadership position in the medical technology sector.
See More
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- Intensifying Market Competition: Becton, Dickinson faces fierce competition in the medical device distribution sector, particularly as Boston Scientific's dominance in the pulse field ablation market is challenged, indicating that changing market dynamics could impact the company's performance.
- Investment Potential Assessment: While Becton, Dickinson is viewed as a potential investment, analysts suggest that certain AI stocks may offer greater upside potential and lower downside risk, implying that investors should be cautious in their selections.
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- Significant Year-over-Year Growth: The company anticipates over 200% year-over-year growth in the current fiscal year, reflecting its competitive position in the industry and rapid market share expansion.
- Quarterly Growth Outlook: Credo also expects mid-single-digit sequential revenue growth to round out the year, suggesting continued strong performance in the coming months, which enhances investor confidence.
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