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Analyst

Adam Maeder

Piper Sandler · covers Healthcare

Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q3 (3 quarters).

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
4on tracked calls
Challenge rate
0%none of 4 questionsLimited sample
Companies
2questioned at least once
Reporting periods
3with questions

These figures cover the whole profile: every tracked question, all reporting periods.

How to read these numbers

Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.

Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.

No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.

Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.

Small samples. Profiles with fewer than 10 questions are marked Limited sample.

Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.

Questions asked

Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.

Showing 4 of 4 questions from 2 companies

ISRGIntuitive Surgical3 questions · 3 reporting periods · 0 of 3 challenging
ISRG company page →

Calendar 2025 Q3

I was wondering if you could share just a little bit more kind of early feedback that you've gathered to date

Product LaunchGeographic ExpansionTranscript · FY2025 Q3 →
Show response

Jamie noted healthy pipelines in both markets but some incremental cost sensitivity to DV5 pricing relative to US, with early adopter institutions most interested.

Calendar 2025 Q2

I did want to ask about the curve vessel sealer, which recently got FDA approval have been seeing some buzz on LinkedIn

Product LaunchInnovation & R&DTranscript · FY2025 Q2 →
Show response

Jamie described the curved vessel sealer as enabling deeper penetration in thoracic, colorectal, and hiatal hernia procedures with minor positive I&A per procedure impact.

Calendar 2025 Q1

can you just maybe give us a little bit more color around the percentage of DV5 cases that are using force sensing instruments today?

Innovation & R&DProduct LaunchTranscript · FY2025 Q1 →
Show response

Jamie noted six instruments currently enabled for force feedback with many thousands of cases performed. Gary clarified that usage is artificially limited by manufacturing supply constraints, not demand.

ABTAbbott Laboratories1 question · 1 reporting period · 0 of 1 challenging
ABT company page →

Calendar 2025 Q2

first I was hoping for an update on [ in formula ] litigation and the MDL process

Regulation PolicyProduct LaunchTranscript · FY2025 Q2 →
Show response

Ford declined to comment on specific NEC cases, stood behind product safety. On dual analyte sensor, declined to share timing, pricing, or submission details but confirmed ~5 clinical trials completed.

Challenge rate by company

Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.

CompanyQuestionsChallenge rate
ISRG Intuitive Surgical30%none of 3 questions
ABT Abbott Laboratories1—Rate withheld: fewer than 3 questions
  • ISRG
    Intuitive Surgical · 3 questions
    0%none of 3 questions
  • ABT
    Abbott Laboratories · 1 question
    —rate withheld: under 3 questions

Activity by reporting period

Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2025 Q110%none of 1 question1
2025 Q220%none of 2 questions2
2025 Q310%none of 1 question1
  1. 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
  2. 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
  3. 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Product Launch4
  • Innovation & R&D2
  • Geographic Expansion1
  • Regulation Policy1