Glen Santangelo

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

Pricing2Demand1Competitive Dynamics1Fx1Revenue Growth1

Question History3 questions

ALGNAlign Technology1 quarter

2024 Q4

could you put that in the context of where you think the overall ortho industry is now? Do you feel like you're kind of getting some share back

DemandCompetitive DynamicsView in transcript →

I was wondering if you could just unpack that a little bit to tell us -- and I'm sorry if I missed this, exactly how much FX is playing a role here on that ASP number in 2025?

FxPricingView in transcript →

ZTSZoetis1 quarter

2024 Q4

it seems like you're assuming some modest slowdown on the volume side, and just sort of given that you expect significant double-digit growth

PricingRevenue GrowthView in transcript →