EVENTS:   The Case for an 8.5% T-Note Yield - Murray Gunn/Elliott Wave International - 02 Jun 26   Best TMT Equity Ideas Conference Call - Andrew Beale/Arete Research & Craig Huber/Huber Research Partners & Martin Jacobs/JNK Research & KC Rajkumar/Lynx Equity Strategies & Steve Thompson/Sales Pulse Research & Kevin Cassidy/Rosenblatt Securities - 03 Jun 26   Fault Lines: China, Iran and the Future of U.S.-China Competition - Alice Han/Greenmantle - 04 Jun 26     ROADSHOWS: High Performance Computing & FinTech Coverage and Ideas - Chris Brendler /Rosenblatt Securities   •   London   03 - 04 Jun 26       L/S Industrials, Materials, Energy & Utilities Ideas - Jay Van Sciver & Fernando Valle /Hedgeye   •   London   09 - 11 Jun 26       Global Conflicts - Implications for Defense Contractors - Byron Callan /Capital Alpha Partners   •   London   09 - 12 Jun 26      
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Healthcare

Report by Blueshift Research

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Following interviews with several industry specialists, Blueshift finds ESTA will not reach anywhere near majority market share in the US with its Motiva breast implants and faces scepticism about its minimally invasive augmentation technique. Multiple sources cited Sientra as a cautionary tale: it launched in the US with a strategy similar to ESTA (premium pricing based on claims of improved safety) but has largely given up on its pricing goals and has peaked at about 15% market share. Sources forecast Motiva’s US market share at a similar level.