Anthony Occhiogrosso's questions to Haemonetics Corp (HAE) leadership • Q1 2026
Question
Anthony Occhiogrosso, on for Joanne Wuensch, asked if the outlook for U.S. plasma collections had changed, noting a shift in language from 'modest rebound' to 'possibility of a recovery.' He also inquired about the longevity of the growth benefit from the new heparinized TEG cartridge and the progress of its rollout.
Answer
CEO Christopher Simon confirmed the intentional language shift on plasma collections, stating the company remains conservative and is not building a significant recovery into its plan, which is driven by controllable factors like price and share gains. For Hemostasis Management, Simon described the heparinized cartridge rollout as being in the 'early innings,' calling its introduction a 'watershed moment.' He noted they are in about half of the top U.S. accounts and have converted about half of the TEG 5000 base, indicating a sustained growth opportunity.