CONMED Shares Decline Following Strategic Withdrawal from Gastroenterology Portfolio
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 08 2025
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Source: NASDAQ.COM
CONMED's Strategic Shift: CONMED announced its exit from gastroenterology product lines, including an early termination of its distribution agreement with Gore for the VIABIL biliary stent, to focus on core areas like minimally invasive and orthopedic soft tissue surgery.
Financial Impact: The company expects a revenue loss of $90–$95 million from the gastroenterology segment in 2025 and anticipates earnings per share dilution of 45–55 cents in 2026, but aims to improve its gross margin profile by about 80 basis points in the long run.
Market Reaction: Following the announcement, CONMED's shares fell over 9%, reflecting investor concerns, as the company has seen a 41.5% decline in stock value year-to-date compared to industry growth.
Future Outlook: The exit is expected to streamline CONMED’s operations, enhance profitability, and allow for better resource allocation towards higher-growth potential areas, ultimately aiming for a more resilient business model.
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Analyst Views on MEDP
Wall Street analysts forecast MEDP stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MEDP is 569.17 USD with a low forecast of 462.00 USD and a high forecast of 660.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
1 Buy
4 Hold
2 Sell
Hold
Current: 593.070
Low
462.00
Averages
569.17
High
660.00
Current: 593.070
Low
462.00
Averages
569.17
High
660.00
About MEDP
Medpace Holdings, Inc. is a scientifically driven, global, full-service clinical contract research organization (CRO) providing phase I-IV clinical development services to the biotechnology, pharmaceutical and medical device industries. The Company partners with pharmaceutical, biotechnology, and medical device companies in the development and execution of clinical trials. The Company’s drug development services focus on full-service Phase I-IV clinical development services and include development plan design, coordinated central laboratory, project management, regulatory affairs, clinical monitoring, data management and analysis, pharmacovigilance new drug application submissions, and post-marketing clinical support. The Company also provides bio-analytical laboratory services, clinical human pharmacology, imaging services, and electrocardiography reading support for clinical trials. The Company’s operations are principally based in North America, Europe, and Asia.
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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