AngioDynamics to Showcase Growth Engine at Premier Investor Conference
- 8.8% year-over-year increase in net sales (Q2 FY 2026)
- 13.0% growth in Med Tech division (Q2 FY 2026)
- 22.2% sales growth for NanoKnife System (most recent quarter)
Experts view AngioDynamics' strategic pivot toward high-growth, innovative medical devices as a proven success story, supported by strong clinical data and accelerating market adoption.
AngioDynamics to Showcase Growth Engine at Premier Investor Conference
LATHAM, NY – February 26, 2026 – When AngioDynamics President and CEO Jim Clemmer takes the virtual stage at the Leerink Partners Global Healthcare Conference on March 9, he will be addressing an audience keenly aware of the company's ongoing transformation. The presentation represents a pivotal moment for the medical technology firm, offering a high-profile platform to validate a multi-year strategy focused on shedding legacy assets in favor of a portfolio of innovative, high-growth devices for vascular and oncological care. Investors and analysts will be listening closely for updates that could reinforce the company's upward trajectory and justify the growing optimism surrounding its stock.
This annual conference is a significant event in the healthcare investment calendar, known for bringing together industry leaders and discerning financial experts. For AngioDynamics (NASDAQ: ANGO), the presentation is more than a routine update; it's a prime opportunity to cement the narrative that its strategic pivot is not just a plan, but a proven success story in the making, driven by strong clinical data and accelerating market adoption.
A Strategic Pivot Under Scrutiny
The investor community's focus will be squarely on the tangible results of AngioDynamics' strategic shift. Recent financial reports have already provided a strong foundation for Clemmer's case. The company's second quarter fiscal year 2026 earnings, reported in early January, showed an 8.8% year-over-year increase in net sales, with the critical Med Tech division growing an impressive 13.0%. This performance continues a trend seen in the first quarter, which boasted a 26.1% growth in the Med Tech segment, its fourth consecutive quarter of over 20% growth.
This momentum has not gone unnoticed by Wall Street. A strong consensus of "Buy" or "Strong Buy" ratings from analysts covering the stock reflects confidence in the company's direction. Price targets have been set with an average around $19.33, suggesting significant potential upside from its recent trading range. Analysts are particularly encouraged by improving gross margins, which climbed to 56.4% in the last quarter, a direct result of shifting the product mix toward higher-value technologies and away from lower-margin legacy devices.
Investors at the Leerink conference will be looking for Clemmer to reaffirm the company's full-year guidance and provide color on its path to sustained profitability. Key topics of interest will include the management of anticipated tariff headwinds and inventory pressures, but the primary focus will be on the company's ability to maintain its growth trajectory. The company's stated goal of being cash flow positive for the full fiscal year 2026, while continuing to invest in its core platforms, will be a critical point of validation.
The Engine Room: Auryon, AngioVac, and NanoKnife
The heart of AngioDynamics' transformation lies within its three core technology platforms, each targeting a significant and growing healthcare market.
First is the Auryon Atherectomy System, a 355nm excimer laser designed to treat Peripheral Artery Disease (PAD), a condition affecting millions worldwide due to aging populations and rising rates of diabetes. The system's versatility in treating all types of infrainguinal lesions has driven its rapid adoption, with sales jumping 18.6% in the most recent quarter. The company is bolstering its clinical evidence with the AMBITION BTK study, which began enrollment in mid-2025, and is expanding its global reach following a European CE Mark approval in late 2024. Auryon's success is a cornerstone of the company's growth story.
Next, the company's mechanical thrombectomy platform, led by the AngioVac and AlphaVac Systems, is addressing the critical need for minimally invasive removal of thrombi and vegetations from the vascular system. This platform received a major boost with an FDA Breakthrough Device designation in 2023 for the non-surgical removal of right-heart vegetation. This was followed by FDA IDE approval for the PAVE pilot study in late 2025 to further evaluate this application. Concurrently, a modified AlphaVac F18 System received 510(k) clearance to expand its use in treating venous thromboembolism, including pulmonary embolism, demonstrating the company's commitment to continuous innovation in this competitive space.
Perhaps the most groundbreaking technology in the portfolio is the NanoKnife System. This platform uses Irreversible Electroporation (IRE) to precisely ablate tumors without using heat or cold, preserving surrounding healthy tissue. Its potential was significantly unlocked with FDA 510(k) clearance for prostate tissue ablation in late 2024, a decision supported by the successful PRESERVE study. This milestone, which earned the system a spot on TIME's Best Inventions list for 2025, opens a substantial new market. With recent expansion of European indications and a remarkable 22.2% sales growth in the last quarter, NanoKnife represents a powerful long-term growth driver in the minimally invasive oncology market.
Navigating a Competitive Healthcare Landscape
Underpinning these successes is the consistent leadership and clear vision of CEO Jim Clemmer. Since taking the helm, he has methodically steered AngioDynamics toward a more focused and powerful market position. His strategy has consistently centered on innovation backed by robust clinical evidence, a patient-centric approach to product development, and disciplined financial management.
The upcoming presentation is his opportunity to connect the dots for the investment community, linking each regulatory approval, clinical study, and quarterly earnings beat back to this overarching strategy. He will likely frame AngioDynamics' progress not as a series of isolated events, but as the deliberate execution of a plan to build leadership positions in high-need areas of healthcare.
This strategy is crucial for navigating the highly competitive MedTech landscape, where AngioDynamics competes with industry giants. By focusing on niche areas where its technology offers a distinct clinical advantage—such as Auryon's versatility in PAD or NanoKnife's unique mechanism in oncology—the company has carved out a defensible and profitable market share. The presentation will be a key forum to articulate how this focused approach will continue to drive value in a dynamic market, ensuring that AngioDynamics is seen not just as a participant, but as an innovator shaping the future of vascular and cancer treatment.
