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    Charlie Strazza

    Senior Managing Director at CJS Securities

    Charlie Strauzer is a Senior Managing Director at CJS Securities, where he leads sales, trading, and capital markets functions while providing research coverage on select companies. He joined CJS in 2001, drawing on prior roles as Vice President of Corporate Finance for Globix Corporation and several years in Equity Capital Markets at Bear Stearns. With a BBA in Finance from the University of Miami, Strauzer brings over two decades of industry experience, although publicly available sources do not specify the particular companies he covers or detailed, quantitative performance metrics. His professional credentials include deep expertise in equity research and capital markets, underscored by a leadership position within the firm.

    Charlie Strazza's questions to ICU MEDICAL INC/DE (ICUI) leadership

    Charlie Strazza's questions to ICU MEDICAL INC/DE (ICUI) leadership • Q2 2025

    Question

    Charlie Strazza, on behalf of Larry Solow at CJS Securities, asked about the progress of plant consolidation efforts and the opportunity for Plum sales from existing customer upgrades versus new market share gains.

    Answer

    CEO Vivek Jain reported that the pump manufacturing move to Costa Rica is complete, with two other major consolidations nearing completion and expected to benefit 2026. On Plum sales, Jain described both upgrades and competitive wins as valuable opportunities. He noted that the new Plum Solo platform allows for new value creation from the installed base via enhanced software, which has a positive NPV, in addition to pursuing competitive takeaways.

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