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Analyst
Richard Newitter
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 20on tracked calls
- Challenge rate
- 10%2 of 20 questions
- Companies
- 5questioned at least once
- Reporting periods
- 7with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 20 of 20 questions from 5 companies
SYKStryker Corporation8 questions · 4 reporting periods · 1 of 8 challenging
Calendar 2026 Q2
Could you talk about, I guess, timing of some of the clinical trials there and when you expect to come to market?
Show response
Asked by an associate on for Rick Newitter. Clear on the first indication and a possible in-year launch, pending FDA.
1 of the things that we have heard about IVL, is that it brings pull through to other kind of coronary products.
Show response
Asked by an associate on for Rick Newitter. Confirmed the coronary trial and the tuck-in strategy but declined to size the opportunity.
Calendar 2025 Q4
my understanding was that med surg is, you know, over the long-range plan, I would presume in 'twenty-six as well. About positive 100 to 200 basis points
Show response
Kevin Lobo said the outer ranges cited were too high on both sides. MedSurg will be positive, Ortho slightly negative, netting to a similar result as 2025. Reminded that new product launches at higher prices don't show up in price metrics until they anniversary.
Could you just quantify kind of what percentage of the market this potentially just gives you reaccess to
Show response
Kevin Lobo quantified the addressable market at roughly 5% where Stryker had zero offering. Stryker-loyal surgeons were switching to competitors for metal-sensitive patients. The product is premium priced and could grow the market beyond 5% given its advanced bearing design.
Calendar 2025 Q2
just curious if you can comment at all on U.S. neovascular end market, particularly in the schemics growth
Show response
Kevin acknowledged softer neurovascular quarter. Hemorrhagic stable, ischemic slower with many market entrants. Three new product launches expected to improve second half.
What's your view on fully autonomous robotic your competitor obviously has a solution or wants a solution there
Show response
Kevin revealed Mako can operate autonomously today but they chose not to pursue FDA approval. Regulatory burden and expense not justified. Can activate if market demands it.
Calendar 2024 Q4
Are you starting to see -- maybe not for the 2025 fiscal years and budget, but are there any behavior changes that are going on?
Show response
Jason declined to speculate on policy but confirmed capital environment remains very positive with no reason to expect change.
it looked like you guys got access to the financials and whatnot in early December. It feels like a pretty quick turnaround to diligence
Show response
Kevin explained extensive prep work on the peripheral vascular space before formal diligence. Typical timeline for public company acquisitions.
DXCMDexCom4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
when can we expect to see the peak impact from the 15-day compound? You know, is that if you are exiting at 50%
Show response
Declined the single-peak framing and instead described a multiyear step-up spanning G6 sunset, OUS rollout and the G8 15-day platform.
Calendar 2026 Q1
Did you say you have an incremental 50 to 100 basis point headwind that you are now contemplating in 2Q to 4Q that is getting absorbed in your reiterated gross margin guidance
Show response
Jereme confirmed 50 to 100 basis points incremental margin risk from oil. On Prime coverage, immediate once turned on for pharmacy channel. Prime was not a major contributor to original guide which assumed nominal coverage wins. Expanded coverage creates physician comfort writing scripts more broadly.
Calendar 2025 Q4
is that a reasonable place and way to think about it or anything else you would call out
Show response
Jereme guided Q1 2026 sequential decline of 6-7% from Q4, slightly less seasonal than prior year. Continuing trend of less Q4 weighting and more Q1 contribution as pharmacy channel grows relative to DME commercial.
Calendar 2025 Q3
can you describe what's in your base case for any kind of competitive dynamics, possibly even intensifying with Abbott coming out with a dual analyte
Show response
Jereme confirmed competitive product assumptions always considered in base case. Declined to walk through individual 2026 specifics until official guidance. Noted internal 5-year long-range plan and Board meeting in December before formal guidance.
PODDInsulet Corporation3 questions · 3 reporting periods · 1 of 3 challenging
Calendar 2026 Q2
within the next 3 months, you'll see whether or not those initiatives have had their intended impact
Show response
Ashley framed the type 2 softness as an execution challenge rather than structural and said the team is monitoring monthly, without committing to a definitive read within three months.
Calendar 2025 Q4
that would seem to imply that your type 1 segment maybe saw moderating growth leveling off in the single-digit range
Show response
Flavia confirmed type 1 NCS grew YoY and was comparable to Q3 record levels. Type 1 at 40% penetration vs type 2 at 5% explains accelerating type 2 mix. Eric described balanced growth portfolio across U.S. type 1, U.S. type 2, and international type 1.
Calendar 2025 Q2
how much of the momentum you're seeing there from last quarter or the last few quarters, is that indication versus converting to marketing initiatives direct to patients
Show response
Eric described indication as foundational for market building with SECURE-T2D clinical impact resonating with prescribers. Combined with differentiated form factor, pay-as-you-go access at low co-pays, and simplified customer journey to drive adoption.
ZBHZimmer Biomet3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q1
It seems like there's potential to generate real savings to the system here, better patient management post surgery
Show response
Ivan explained deliberate shift from early hype to data-first approach. Published robust data on cost reduction and outcome improvement 4-6 weeks prior. CMS IPPS changes and CJR expansion create favorable reimbursement environment for connected implants. Zimmer Biomet can objectively track implant performance for DRG 469/470 differentiation.
Calendar 2025 Q2
what is it that ROSA is going to do for the marketplace that Monogram isn't going to use SARPE
Show response
Ivan defended ROSA's position: #1 robot outside U.S. with ~2,000 installations. Large surgeon segment prefers imageless robotics (no CT, no radiation). Six new ROSA indications planned in next 18-24 months. No internal race between TMini and mBôs, optionality and flexibility across the suite will win the market.
Calendar 2025 Q1
If you could just elaborate a little more on what exactly that is, what prompted it
Show response
Ivan was blunt about U.S. Knee underperformance. Changes include leadership swaps, territory restructuring, new incentive plans, S.E.T. specialization, and more robotic resources. No revenue or EPS impact.
MDTMedtronic2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
how much of the underlying market strength or pickup in recent quarters or years is attributable to that? And I'm just trying to get a sense for how sustainable a high single-digit growth profile
Show response
Geoff and Brett acknowledged some market expansion but emphasized share gains from scale and technology differentiation. Brett confirmed sustainable growth and continued competitive recruitment.
You talked about opportunity to take share as consolidation disruption is unfolding. Can you just update us on what you're seeing on that front?
Show response
Brett confirmed strong pipeline of competitive rep recruitment and market consolidation benefiting Medtronic's scale and technology advantages.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| SYK Stryker Corporation | 8 | 13%1 of 8 questions |
| DXCM DexCom | 4 | 0%none of 4 questions |
| PODD Insulet Corporation | 3 | 33%1 of 3 questions |
| ZBH Zimmer Biomet | 3 | 0%none of 3 questions |
| MDT Medtronic | 2 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 4 | 25%1 of 4 questions | 2 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 4 | 0%none of 4 questions | 3 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 4 | 25%1 of 4 questions | 3 |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 4 | 0%none of 4 questions | 3 |
- 2024 Q44 questions · challenge rate 25% (1 of 4 questions) · 2 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q24 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q44 questions · challenge rate 25% (1 of 4 questions) · 3 companies
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q24 questions · challenge rate 0% (none of 4 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics8
- Demand5
- Innovation & R&D4
- Revenue Growth4
- Margin3
- Product Launch3
- Guidance Reliability3
- Regulation Policy3
- M&A2
- Subscriber Growth2
Show all 11 topics
- Pricing1