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Brandon Vasquez

Senior Analyst at William Blair Investment Management, LLC

Brandon Vazquez, CFA, is a Senior Analyst at William Blair specializing in the medical technology industry with a research focus on the animal health and dental sectors. He covers companies such as Neogen, Elanco Animal Health, and Procept Biorobotics Corp, delivering investment calls with a one-year success rate of 35% and an average return per rating of -4.6%, with notable outliers such as a 98.5% gain on Procept Biorobotics. Vazquez began his finance career after earning a B.B.A. in finance and an M.S. in investor relations from Fordham University, held prior roles at Canaccord Genuity and The Ruth Group, and joined William Blair in 2018. He holds the Chartered Financial Analyst designation and is licensed for securities analysis and financial advisory roles.

Brandon Vasquez's questions to HENRY SCHEIN (HSIC) leadership

Question · Q3 2025

Brandon Vasquez questioned the impetus behind KKR's increased stake in Henry Schein and whether this partnership will become more 'intimate,' leading to more significant strategic changes for the company.

Answer

Stanley Bergman, Chairman and CEO, explained that KKR initiated the request to increase its stake, driven by their appreciation for Henry Schein and the dental market. The board approved the increase to 19.9% based on KKR's perceived value. He highlighted KKR's Capstone Group's input on value creation initiatives, best practices, and indirect spending, describing the relationship as 'very good' with active board members.

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Brandon Vasquez's questions to Zoetis (ZTS) leadership

Question · Q3 2024

Brandon Vasquez of William Blair & Company questioned the drivers behind Simparica Trio's strong performance and market share gains amid rising competition, and asked for a breakdown of price versus volume for the companion animal business.

Answer

CEO Kristin Peck attributed Trio's success to its first-to-market advantage, comprehensive coverage, and strong customer partnerships, noting its 35% share in new puppies indicates future strength. CFO Wetteny Joseph specified that the company's 14% operational growth was driven by 8% volume and 6% price. For Trio specifically, growth was balanced with slightly more volume, aided by more targeted promotions and better price realization.

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Brandon Vasquez's questions to Envista Holdings (NVST) leadership

Question · Q3 2024

Brandon Vasquez of William Blair asked for details on the implant business's turnaround, specifically which investments are paying off. He also inquired about the relative performance of premium (Nobel) versus value implants in North America.

Answer

CEO Paul Keel detailed a three-tiered investment approach: immediate-term commercial investments, medium-term clinical education, and long-term new product development. He confirmed that value implants have seen three straight quarters of growth and that Nobel's quarter-over-quarter growth in North America has accelerated, narrowing the gap to the market.

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