종목/PEN
Penumbra, Inc.
페넘브라(Penumbra, Inc.)는 의료기기(Healthcare) 기업으로 혈전 제거 및 색전술, 신경계 수술용 기기 등을 설계·개발·제조·판매합니다. 주요 제품군은 혈전 흡인용 시스템인 인디고(Indigo System), 기계적 혈전제거 시스템 라이트닝 플래시/라이트닝 볼트(Lightning Flash, Lightning Bolt) 및 동맥용 장비인 Lightning Bolt 7, CAT RX 등이며, 재관류용 카테터·흡인펌프·분리기 등을 통합한 펜엄브라 시스템(Penumbra System)도 제공합니다. 또한 신경혈관 색전 코일(Penumbra Coil 400, SMART COIL 등), 말초용 색전 플랫폼(Ruby Embolization Platform 등), 저유량 고유속 미세도관(LANTERN)과 폐색용 POD 시스템, 뇌실내 흡인용 Artemis Neuro Evacuation Device 등 신경외과·말초혈관 치료 관련 제품을 포트폴리오로 보유합니다. 판매는 직판 및 유통망을 통해 이뤄지며 경쟁사는 같은 혈관·신경계 치료 기기를 제공하는 글로벌 의료기기 업체들입니다. 한국 투자자가 유의할 점은 제품군이 고난도 시술용 첨단 의료기기 중심으로 구성되어 있어 규제·임상 사용처 확보와 글로벌 유통 채널이 사업에 중요한 역할을 한다는 점입니다.
Penumbra, Inc., together with its subsidiaries, designs, develops, manufactures, and markets medical devices in the United States and internationally. It offers computer-assisted vacuum thrombectomy; peripheral thrombectomy products, including the Indigo System for power aspiration of thrombus in the body; Lightning Flash, a mechanical thrombectomy system; Lightning Bolt 7, an arterial thrombectomy system; and CAT RX. It also provides access products, including guide catheters and the Penumbra distal delivery catheters under the Neuron, Neuron MAX, BENCHMARK, BMX, DDC, Access25; MIDWAY, and PX SLIM brands; Penumbra System, an integrated mechanical thrombectomy system comprising reperfusion catheters and separators, the 3D Revascularization device, aspiration tubing, aspiration pump, and other components and accessories under the Penumbra RED, SENDit, JET, ACE, BMX, Max, 3D Revascularization Device, and Penumbra ENGINE brands; and neuro embolization coiling systems that include the Penumbra Coil 400, for the treatment of aneurysms and other complex lesions, detachable coils of neurovascular lesions under the Penumbra SMART COIL, SwiftSET, and Penumbra SwiftPAC Coil brands; and POD400 and PAC400 brands. In addition, it provides peripheral embolization products, such as Ruby Embolization Platform, which consists of detachable coils for peripheral applications; Ruby LP and XL Embolization Platform; Penumbra LANTERN Delivery Microcatheter, a low-profile microcatheter with a high-flow lumen; POD (Penumbra Occlusion Device) System, a single device solution; Packing Coil LP; and Packing Coil, a complementary device for use in other peripheral embolization products. Further, it offers neurosurgical tools comprising the Artemis Neuro Evacuation Device for surgical removal of fluid and tissue from the ventricles and cerebrum. It sells its products through direct sales organizations and distributors. The company was incorporated in 2004 and is based in Alameda, California.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 7일 (목) | 2026 Q1 | $1.09 | $0.82 | −24.5% | $375M | — |
| 100% (4/4) |
| UNH | 유나이티드헬스 | 389B | +8.9% | 75% (3/4) |
| MRK | 머크 | 318B | +16.0% | 100% (4/4) |