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    Avery KrissWolfe Research, LLC

    Avery Kriss's questions to Hologic Inc (HOLX) leadership

    Avery Kriss's questions to Hologic Inc (HOLX) leadership • Q2 2025

    Question

    Avery Kriss, on for Doug Schenkel, asked if hospitals are delaying gantry purchases in anticipation of the new Envision system and whether the imaging business could outgrow its long-term targets next year. He also inquired about M&A priorities, particularly in broader surgical categories.

    Answer

    COO Essex Mitchell stated they are not seeing customers hold out for Envision, as the current 3Dimensions platform offers most of the same software and best-in-class care. CEO Stephen MacMillan addressed M&A, stating the company continues to look for tuck-in acquisitions across all three of its business segments (diagnostics, imaging, and surgical) and will not provide more specific details on its priorities.

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