Baird Medical Drives U.S. Market Penetration with Commercial Launch at Bakersfield Memorial Hospital

Rhea-AI Summary

Baird Medical (NASDAQ: BDMD) announced a commercial launch of its minimally invasive Microwave Ablation (MWA) platform at Bakersfield Memorial Hospital on February 11, 2026. The hospital performed the first U.S. Benign Thyroid Tumor ablation in central California, led by Tim Beck, M.D., demonstrating procedural success and safety.

The deployment advances Baird Medical's U.S. commercial roadmap and expands its footprint in the San Joaquin Valley, aiming to accelerate patient access to interventional therapies in high-volume regional centers.

Positive

• Commercial launch at Bakersfield Memorial Hospital expands U.S. regional footprint
• First U.S. Benign Thyroid Tumor ablation in central California demonstrates clinical use
• Inaugural procedure performed successfully by an established endocrine surgeon, supporting adoption

Negative

• Commercial rollout currently supported by a single inaugural procedure without broader clinical dataset

News Market Reaction

-7.62%

5 alerts

-7.62% News Effect

-15.9% Trough in 6 hr 28 min

-$3M Valuation Impact

$33M Market Cap

0.8x Rel. Volume

On the day this news was published, BDMD declined 7.62%, reflecting a notable negative market reaction. Argus tracked a trough of -15.9% from its starting point during tracking. Our momentum scanner triggered 5 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $3M from the company's valuation, bringing the market cap to $33M at that time.

Data tracked by StockTitan Argus on the day of publication.

Market Reality Check

Price: $0.8044 Vol: Volume 157,990 is roughly...

normal vol

$0.8044 Last Close

Volume Volume 157,990 is roughly in line with the 20-day average of 154,155. normal

Technical Price at 0.9087 is trading below the 200-day MA of 2.59, near the 52-week low.

Peers on Argus

BDMD fell 10.03% while peers were mixed: ICAD +3.48%, ICCM +2.03%, APYX -2.21%, ...

BDMD fell 10.03% while peers were mixed: ICAD +3.48%, ICCM +2.03%, APYX -2.21%, NSPR +0.28%, XTNT +0.45%, indicating a stock-specific move.

Common Catalyst Select peers like ICCM also reported procedural adoption news, but price moves were not broadly synchronized.

Historical Context

5 past events · Latest: Feb 09 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 09	Clinical education news	Positive	+9.7%	Launched U.S. and Japan clinical education programs to boost MWA adoption.
Jan 28	Training masterclass	Positive	+6.9%	Concluded gynecology MWA masterclass in Shanghai to train regional physicians.
Jan 26	Strategic partnership	Positive	+0.0%	Formed Stonewood Key Capital partnership using Hainan Free Trade Port as hub.
Jan 20	Investor conference	Positive	-0.9%	Outlined 2026 priorities and U.S. commercial expansion at JPM Healthcare Conference.
Jan 07	Regulatory approvals	Positive	+3.9%	Secured product registrations in Pakistan and Vietnam for MWA technology.

Pattern Detected

Recent commercial and strategic news has often seen positive or modestly positive reactions, with only occasional divergence.

Recent Company History

Over the past month, Baird Medical has focused on global commercialization of its MWA platform, including regulatory approvals in Pakistan and Vietnam on Jan 7, 2026, strategic engagement at the J.P. Morgan Healthcare Conference on Jan 20, and a partnership with Stonewood Key Capital on Jan 26. Education-focused events in Shanghai and training initiatives in the U.S. and Japan on Jan 28 and Feb 9 supported physician adoption. Those announcements generally saw positive or modest share-price responses, contrasting with today’s decline.

Market Pulse Summary

The stock moved -7.6% in the session following this news. A negative reaction despite commercially p...

Analysis

The stock moved -7.6% in the session following this news. A negative reaction despite commercially positive news fits a backdrop where BDMD traded near its 52-week low and well below its 200-day MA. The decline may reflect overhang from recently registered resale shares and warrant structures described in the 424B3 filing, as well as PRC and HFCAA-related listing risks. Historically, similar expansion updates often saw positive moves, so weakness contrasted with prior reactions.

Key Terms

microwave ablation, benign thyroid tumor, endocrine surgeon

3 terms

microwave ablation medical

"a market leader in minimally invasive Microwave Ablation (MWA) technology, today"

Microwave ablation is a medical procedure that uses focused microwave energy to heat and destroy abnormal tissue, such as tumors, through a needle-like probe inserted into the body; think of it as using a tiny, targeted microwave oven to cook away problem cells without large incisions. It matters to investors because it represents a growing category of minimally invasive treatments that can reduce hospital stays, create demand for specialized devices and disposables, and influence reimbursement and adoption trends in healthcare markets.

benign thyroid tumor medical

"the first ablation case for Benign Thyroid Tumor (or "of its kind") in"

A benign thyroid tumor is a non-cancerous growth in the thyroid gland that does not invade nearby tissue or spread to other parts of the body; think of it as a harmless lump that still needs checking. For investors, it matters because diagnosis, monitoring, and treatment drive demand for medical tests, imaging, procedures and therapies, affect healthcare spending, and can influence a company’s product sales, regulatory filings, and liability exposure.

endocrine surgeon medical

"performed by Tim Beck, M.D., a distinguished Endocrine Surgeon at Dignity"

An endocrine surgeon is a physician who specializes in operating on the body’s hormone-producing glands, such as the thyroid, parathyroid, adrenal glands, and parts of the pancreas; think of them as a specialist mechanic for the body’s chemical control system. Investors care because their work drives demand for surgical devices, diagnostic tools, drugs, and hospital services, and outcomes or practice patterns can influence healthcare costs, reimbursement trends, and the commercial prospects of related medical products.

AI-generated analysis. Not financial advice.

NEW YORK, Feb. 11, 2026 /PRNewswire/ -- Baird Medical Investment Holdings Ltd. (NASDAQ: BDMD) ("Baird Medical" or the "Company"), a market leader in minimally invasive Microwave Ablation (MWA) technology, today announced the strategic commercial deployment of its technology at Bakersfield Memorial Hospital in California. This launch represents the first ablation case for Benign Thyroid Tumor (or "of its kind") in the vital central California hub of the San Joaquin Valley. This development reinforces Baird Medical's commitment to accelerating patient access to advanced care and solidifies the Company's expanding footprint in key U.S. regional markets.

The inaugural procedure was successfully performed by Tim Beck, M.D., a distinguished Endocrine Surgeon at Dignity Health Medical Group. Under Dr. Beck's direction, the clinical team utilized Baird Medical's proprietary platform to deliver precise, minimally invasive outcomes. The procedure demonstrated the system's high-efficiency ablation capabilities and favorable safety profile, validating the technology's value in a high-volume hospital setting.

This launch represents a focused execution of Baird Medical's commercial roadmap. By equipping institutions like Bakersfield Memorial with next-generation tools, the Company continues to drive the adoption of interventional therapies, enhancing the standard of care for patients while delivering on its growth objectives.

About Baird Medical

Baird Medical is a forward-thinking medical device company specializing in minimally invasive diagnostics and treatment. It is dedicated to the research and development of surgical robotic systems and innovative minimally invasive surgical instruments. Our mission is to enhance patient outcomes through precision technology and advanced diagnostic solutions. The company will foster strategic collaborations with leading academic institutions. Our vision extends beyond surgical assistance, aiming to develop intelligent systems that proactively guide diagnostic decisions and preventive healthcare strategies. As an FDA 510(k)-certified medical device company, Baird Medical's solutions have been used in over 30 prestigious hospitals and clinics across the United States, including Mayo Clinic, Tulane Medical Center, Columbia University Medical Center, UCSF Medical Center, Weill Cornell Medical Center, and The George Washington University Hospital. Baird Medical is also the market leader in China in thyroid microwave ablation devices and consumables. Meanwhile, the company's minimally invasive treatment products are gradually expanding their commercial presence in over 20 countries worldwide.

Forward-Looking Statements

This press release includes certain statements that are not historical facts but are forward-looking statements for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or Baird Medical's future financial or operating performance. In some cases, you can identify forward-looking statements by terminology such as "may", "could", "should", "expect", "intend", "might", "will", "estimate", "anticipate", "believe", "budget", "forecast", "intend", "plan", "potential", "predict", or "continue", or the negatives of these terms or variations of them or similar terminology. Forward-looking statements are subject to risks, uncertainties, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Baird Medical and its management, are inherently uncertain. New risks and uncertainties may emerge from time to time, and it is not possible to predict all risks and uncertainties. You should not place undue reliance on forward-looking statements in this press release, which speak only as of the date they are made and are qualified in their entirety by reference to the cautionary statements herein. Baird Medical does not undertake any duty to update these forward-looking statements.

Actual results may vary materially from those expressed or implied by forward-looking statements based on a number of factors, including, without limitation: (1) the risk that Baird Medical may not be successful in expanding its business in China or the United States; (2) changes in general economic conditions; (3) regulatory conditions and developments; (4) changes in applicable laws or regulations; (5) the nature, cost and outcome of pending and future litigation and other legal proceedings instituted against Baird Medical or others; and (6) other risks and uncertainties from time to time described in the Registration Statement relating to the Business Combination and the transition report, including those listed under the sections titled "Risk Factors" therein, and in ExcelFin's other filings with the SEC. 

The foregoing list of factors is not exclusive. Additional information concerning certain of these, and other risk factors is contained in ExcelFin's most recent filings with the SEC and in the Registration Statement described above filed by Baird Medical in connection with its business combination with ExcelFin. All subsequent written and oral forward-looking statements concerning Baird Medical, the business combination described herein or other matters attributable to Baird Medical or any person acting on its behalf are expressly qualified in their entirety by the cautionary statements above. Readers are cautioned not to place undue reliance upon any forward-looking statements, which speak only as of the date made. Baird Medical expressly disclaims any obligations or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in their expectations with respect thereto or any change in events, conditions or circumstances on which any statement is based.

Contact:
Eric Huang, PR Liaison
Baird Medical Investment Holdings Ltd.
Phone: +1 (888) 508-6228
Email: ir@bairdmed.com

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/baird-medical-drives-us-market-penetration-with-commercial-launch-at-bakersfield-memorial-hospital-302684548.html

SOURCE BDMD

FAQ

What did Baird Medical (BDMD) announce on February 11, 2026 about Bakersfield Memorial Hospital?

Baird Medical announced a commercial deployment of its MWA system at Bakersfield Memorial Hospital on February 11, 2026. According to Baird Medical, the launch included the first benign thyroid tumor ablation in central California, marking a regional clinical milestone and commercial expansion.

Who performed the inaugural Baird Medical (BDMD) ablation procedure at Bakersfield Memorial Hospital?

The inaugural procedure was performed by Tim Beck, M.D., an endocrine surgeon at Dignity Health Medical Group. According to Baird Medical, Dr. Beck led the clinical team using the company's proprietary platform to deliver precise, minimally invasive outcomes.

What clinical results did Baird Medical (BDMD) report from the Bakersfield Memorial launch?

Baird Medical reported the inaugural procedure demonstrated high-efficiency ablation capabilities and a favorable safety profile. According to Baird Medical, the case validated the system's performance in a high-volume hospital setting, supporting commercial use.

How does the Bakersfield Memorial Hospital launch affect Baird Medical's (BDMD) U.S. commercial strategy?

The launch represents execution of Baird Medical's U.S. commercial roadmap and expansion into regional markets. According to Baird Medical, equipping institutions like Bakersfield Memorial aims to accelerate adoption of interventional therapies and broaden patient access.

Is the Bakersfield Memorial deployment a regulatory approval or a clinical trial result for Baird Medical (BDMD)?

The announcement describes a commercial deployment and an inaugural clinical procedure, not a regulatory approval or trial completion. According to Baird Medical, the report highlights a successful clinical case and commercial rollout in a regional hospital setting.