Marcus Robert

Healthcare

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

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

Focus Areas4 topics

Trade Tariffs1Cost Pressure1Demand1Competitive Dynamics1

Question History2 questions

SYKStryker Corporation1 quarter

2025 Q1

$200 million is what we're currently estimating and just to just talk through that piece for a second, that's based on what's currently in effect today

Trade TariffsCost PressureView in transcript →

We've seen three of the four main competitors report. I would say two of those, including you, have been really good results, one a little less

DemandCompetitive DynamicsView in transcript →