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    Brandon Vasquez

    Senior Analyst at William Blair & Company

    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 Zoetis (ZTS) leadership

    Brandon Vasquez's questions to Zoetis (ZTS) leadership • Q3 2024

    Question

    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

    Brandon Vasquez's questions to Envista Holdings (NVST) leadership • Q3 2024

    Question

    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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