Dylan Finley

Healthcare

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

2

Companies

3

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas5 topics

Pricing2Product Launch1Revenue Growth1Margin1Cost Pressure1

Question History3 questions

ALGNAlign Technology1 quarter

2025 Q4

how was that contemplated into the one to 2% ASP decline that you're forecasting for the year?

PricingProduct LaunchView in transcript →

SOLVSolventum1 quarter

2025 Q4

how much of that was volume expansion versus price capture related to or not related to tariffs

Revenue GrowthPricingView in transcript →

what should we contemplate regarding the phasing of those -- both the costs going into the restructuring and the timing of the benefits

MarginCost PressureView in transcript →