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the partnership with Siemens Healthineers for the 4D catheter versus your plans to launch a 2D product
is this the cocktail to get the penetration of PFA into persistent kicked into a higher gear?
How much of a challenge does this present, if any? And do you agree with Medicare's math?
a brief refresher on why the Boston operational and adjusted tax rate is so low. Do you view this as durable
I want to ask on the TAVR or the structural part update in the deck. Low single-digit growth in the fourth quarter
the question is why is this the right gross margin guide? And do you agree or where are we on the scrap and and freight kind of overhangs
Can you spike out or remind us on just how much is the freight component, how much is the scrap component as we run that out through the rest of the year into '26
You announced that you've rolled out a nationwide warranty program for your pharmacy customers. My question is, is this financially consequential
what is the path with Medicare fee-for-service program for broadening the coverage decision to the non-insulin using type 2 population
why just one number and not a range? If you had us think about a range around this four six, is four six the floor
G7 is moving to 15-day from 10-day. Is this a different Pod for Insulet? Or is this the same Pod
on volume kind of first fill dynamics, distributor stocking, these were positive influences called out as O5 rolled out in the U.S., I haven't heard anything about this O.U.S.
I'm interested in the comment on the recent Medicare proposal around competitive bidding and shifting payment in the DME channel to pay over time
The Middle East launches for 05 seem interesting to me. When are those expected
the sales force expansion that you're 3/4 of the way through, how impactful is this to the guide
can you just remind us, in fiscal '26, what was the total tariff headwind and what's considered in '27? And does '27 embed any contribution from refunds?
I'm interested in a vibe check on your Life Science customers. Obviously, you had a kind of recovery year in fiscal '26 from a growth perspective
It just feels like something that I haven't heard you say before, and I'm just trying to understand particularly around the compliance and the compliance comments
on the MEDglas, is that a margin benefit in addition to a revenue opportunity worth calling out? And then on GI consumables
can you remind the $55 million that's now in the guidance, is that six months, just December and March
AST services line up 6%. The prior two quarters was up 10% constant FX
it's the topic of single-use scopes. And obviously, this is a function of your Cantel exposure
this notion of reshoring, hearing about a little bit pharmas biotechs bringing, their manufacturing partners bringing manufacturing back towards the U.S.
kind of an alarm bell sounded on procedure softness, purchasing delays in capital related to kind of regulatory and policy shift concerns
I'm interested in any fresh perspective because you're obviously on the front end of your fiscal year
would you call out any expected variances between how consumables, services and equipment should grow
The allusion to market share gains driving growth in the fiscal year and quarter
What does stable mean? Just, like, revenue flat. Can you give us an update on where you think inventory management headwinds are
Can you just comment on your level of confidence that, you know, this feels like a solid kind of step up
Is there any part of this that's, you know, STERIS is just kind of managing after, you know, a three-year period
It's obviously under-levered, let's say, versus your history. So can you comment on the M&A pipeline
you mentioned share gains as a driver of the differentiated growth. Can you unpack that for us
The full year for the full company has guided 8% to 9%. You're saying that includes Spine, which if I'm doing math, assuming the 1H close