Loading…
Loading…
What are you seeing in terms of potential impacts from the conflict in the Middle East on your business
I'd be curious if you see anything that we need to sort of be aware of over the next twelve, maybe twelve to eighteen months
Could you give us an update please on where we're sitting on the neck litigation
the IVL product, which you announced you've begun clinical trials for
I'm curious if you could just sort of step back and talk about the overall health of the MedTech market
How do I think about the recovery in Injectables & Anesthesia. It sounds like that also has a back half improvement. And could you please comment on the CFO search?
when you went to put guidance together for 2026, what was your philosophy of how to deliver it so you can deliver on the guidance?
What are you seeing? And do you anticipate any change or changes given -- I don't know how to word this, politics, we'll just put it at that
At what stage is this just sort of a more normalized adoption or utilization rate and not a recovery rate?
The HST business, I think this was your strongest quarter since 2023. How should we think about that recovery and the sustainability?
specifically what you are pulling back on or managing to offset some of the headwinds? And how should we think about 2026? Should we just annualize your run rate that you gave for '25?
you highlighted pressures which you had already explained previously from Alaris, vaccines and China
if you are seeing anything in the quarter on things like nursing shortages, weather impacts, or anything on the ACA
I want to make sure I understand the EPS gating for the remainder of the year, particularly with the lower tax rate in the first quarter
How do we get from first quarter to fourth quarter and then the jumping off point into 2027
other products are accelerating and it's not just easing comps from AXIOS and ACURATE. What would you like to highlight
China, it sounds to me like your China business is doing just fine. But obviously, would love your view
I'd like to pivot a little bit to the MedSurg business, I think that gets overlooked a fair bit
I do want to spend a minute or 2 talking about the WATCHMAN franchise, which poked its head back above 20%
You're kicking out a lot of cash, how do you think about investing it?
Foreign exchange, what are you dialing in with all of the shifting U.S. dollar given the macro environment?
I want to sort of press a little bit on the commentary about the market growing mid-single digits the potential to grow at the market. And it all seems to be tied to my day.
much of this is reflective of, oh, this is what we're seeing in the market much of it is this is what others are reporting And how much of it is maybe conservatism?
I am curious if you have a view on some of the language coming out of Washington as it relates to tariffs. And how you think about that and its impact on your business.
I am curious how we should think about the next couple of quarters, and if you can comment on thoughts for revenue growth rate throughout the remainder of the year
Could you tease out what the Cello contribution was to the 2025 results and what is embedded in your 2026 guidance
What does it take to expand into a broader group? And how do we think about the revenue contribution as well as the operating margin or gross margin potential
I'm thinking about G8, the timing of it, what it might look like, and there's a lot of discussion about dual analyte sensor
is there anything that it does stop you from doing? And how do we think about timing and steps towards resolution
What does it take to get the fifteen day integrated with the pump? Is that a difficult process
research and development, a little less so SG&A, was really strong in the quarter.
Could you give us a little bit of a state of the union on how M is being taken up in The United States and any or what impacts are going outside The United States
I just want to hit pause on the early TAVR label expansion and NCD because I think there's a couple of different things that are happening here
remind us what that market opportunity is and why that's an important product in the portfolio
I'm just trying to sort of pull apart the first quarter a little bit more, particularly in the Miss and PCS
can you sort of give a state of the union on medical technology and what you're seeing
Could you please give us an update on the timing for Photon Counting
the order growth decelerated versus the first quarter. Can you help us understand the drivers
The CapEx environment, particularly in the hospital, has raised some questions this season
I want to make sure I appreciate the Op margin headwinds and what you're implying for year-over-year Op margin expansion
the almost 3% decline in the U.S. Surgical in the quarter and how to think about that recovery
I just want to spend a minute or two talking about Vision Care. You highlighted that as one of the three growth areas in medical technology
try to unpack how much of that is, you know, which variable is there a way to quantify it and how do we think about the recovery
I'm going to ask the Stealth AXiS question and what you can share with us about the product and why you're so excited about it?
what are your thoughts on what you've learned in the European market and how that could translate to when it comes into the U.S. market
your commentary regarding the preparation that you and you're seeing hospitals do for renal denervation and reimbursement
It's been a while, I think, since we've heard an update on your mitral valve replacement and repair programs. Could you sort of just give us an update
Is there anything in particular that we should look forward to there
I'm really curious what the 3 of you or 2 of you or collectively are planning to do differently to keep this momentum generally
How do you think about expanding those or expanding the footprint as you push further outside the United States
what is your view of expanding gross and operating margins over the next couple of years
which is more important over the next 12 to 18 months for revenue growth? Is it type 2 and the adoption here
another orthopaedic company looking to be spun, another orthopaedic company reorganizing its sales force. Can you just sort of give us a lay of the land
the number being bought Boston Scientific, J and J announcing the spinout of their ortho business. How do you think about either those moves specifically
there's a fair amount of concern about patient volumes sort of, with changes in the Affordable Care Act coverage. Is there anything that you can comment on that
Where do you go from here? And how do we think about continued margin expansion
I'm going to go to Trauma and get a feel from you of what you're seeing in that particular industry or that particular segment of your business
the supply issue that you're talking about in MedSurg, could you remind us, please, how long it is going to take to resolve that?
CapEx environment is a question we've been asking most management teams throughout the season, both in the U.S. and outside the United States
AAOS, what should we be expecting there? And I suspect this is where you'll be showcasing the embossed system
how should we think about '26? And I'm respectful, it's too early to give that guidance, but is there a way to give us some maybe headwinds and tailwinds
I'm always curious when people change the name of things, I'm curious why you chose to do that