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    Danielle Antalffy

    Senior Analyst at UBS

    Danielle Antalffy is a Senior Analyst at UBS, specializing in the medical technology and healthcare sector with coverage of companies such as DexCom, Inspire Medical, Zimmer Biomet, Tandem Diabetes Care, Treace Medical Concepts, Enovis, and RxSight. She has issued key Buy ratings and price targets for leading medtech firms, including maintaining a Buy rating and a $106 price target for DexCom following robust quarterly results. Antalffy began her finance career at Janney Montgomery Scott and has held roles in healthcare equity research prior to joining UBS, where she currently provides equity research from Zürich. Her professional credentials include holding senior analyst roles and a track record of data-driven recommendations, though public records do not list specific FINRA registrations or securities licenses.

    Danielle Antalffy's questions to AtriCure (ATRC) leadership

    Danielle Antalffy's questions to AtriCure (ATRC) leadership • Q3 2024

    Question

    Danielle Antalffy asked about the growth trend in the AtriClip business, questioning if the competitive impact had bottomed out and how centers are adopting multiple devices. She also inquired about the current market penetration of the EnCompass Clamp in CABG procedures.

    Answer

    CEO Michael H. Carrel attributed the accelerating AtriClip growth to broader market expansion driven by competition and innovation like the new FLEX-Mini. He noted that while some accounts use both AtriCure's and a competitor's device, no accounts have been lost. Regarding EnCompass, he estimated that penetration in cardiac surgery patients with Afib has increased to the 30-35% range, highlighting a substantial remaining growth opportunity based on global treatment guidelines.

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