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    Iseult McMahon • Morgan Stanley

    Iseult McMahon's questions to Hologic Inc (HOLX) leadership

    Iseult McMahon's questions to Hologic Inc (HOLX) leadership • Q3 2025

    Question

    Iseult McMahon, on for Ryan Zimmerman, asked for more detail on the specific steps taken to mitigate tariff impacts and whether any further levers for mitigation exist.

    Answer

    CFO Karleen Oberton explained that the tariff mitigation was achieved through operational efficiencies within the company's global supply chain. She declined to provide specific details for competitive reasons and noted that the situation remains dynamic and subject to change.

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    Iseult McMahon's questions to Treace Medical Concepts Inc (TMCI) leadership

    Iseult McMahon's questions to Treace Medical Concepts Inc (TMCI) leadership • Q1 2025

    Question

    Iseult McMahon of Morgan Stanley inquired about Treace Medical's competitive positioning one year after increased competition was first noted, and whether the new product launches are accelerating surgeon training and adoption.

    Answer

    John Treace, Chief Executive Officer, responded that the competitive landscape is largely unchanged, with competitors lacking Treace's focus. He asserted that Lapiplasty remains the gold standard and the new product suite will further differentiate the company. Treace also confirmed that surgeon interest is very strong, with new 'BunionMasters' training events being oversubscribed, creating palpable excitement for the full Q3 launch.

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    Iseult McMahon's questions to Rxsight Inc (RXST) leadership

    Iseult McMahon's questions to Rxsight Inc (RXST) leadership • Q1 2025

    Question

    Iseult McMahon of BTIG inquired about the expected timing for contributions from RxSight's intensified commercial efforts and how the current macroeconomic environment is influencing the pace of international expansion.

    Answer

    President and CEO Dr. Ron Kurtz responded that the impact from new commercial programs is anticipated in the second half of 2025. He clarified that the macroeconomic climate does not significantly affect their international expansion plans, which are currently focused on securing regulatory approvals and establishing initial market experience from a very low base.

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    Iseult McMahon's questions to Rxsight Inc (RXST) leadership • Q3 2024

    Question

    Iseult McMahon from BTIG questioned RxSight's confidence in sustaining its current pricing for both LAL consumables and LDD capital equipment. She also sought preliminary insights into the business outlook for 2025.

    Answer

    CFO Shelley Thunen expressed confidence in pricing, noting the LAL's retail price of $1,000 faces little pushback due to the high value and patient charge of around $4,500 per eye. She stated LDD pricing has been stable and strong demand supports the current ASP of approximately $130,000. Regarding 2025, Thunen mentioned it was premature for guidance but highlighted the long-term goal of growing to 50% of the premium IOL market, driven by superior clinical outcomes and a compelling six-month ROI for practices. CEO Dr. Ron Kurtz added that since LDDs are sold into clinics, not hospitals, they may be less affected by broader capital spending concerns.

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    Iseult McMahon's questions to Orthofix Medical Inc (OFIX) leadership

    Iseult McMahon's questions to Orthofix Medical Inc (OFIX) leadership • Q1 2025

    Question

    Iseult McMahon of BTIG inquired about the rationale and timeline for the spine channel optimization, its potential impact on the long-range plan, and how the company is maintaining its adjusted EBITDA guidance despite a lower revenue forecast.

    Answer

    CEO Massimo Calafiore explained the spine channel optimization is a deliberate move to invest in larger, more capital-efficient partners to drive long-term growth, now that the company is on stronger financial footing. He expects short-term softness but substantial growth later in the year, with no impact on the long-range plan. CFO Julie Andrews added that EBITDA guidance is maintained through continued synergy realization from the merger, including rightsizing shared services, and disciplined investments in high-return areas.

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    Iseult McMahon's questions to Orthofix Medical Inc (OFIX) leadership • Q3 2024

    Question

    Iseult McMahon from BTIG, on for Ryan Zimmerman, asked what will enable Orthofix to sustain above-market growth through its long-range plan and requested more detail on the specific drivers for the projected adjusted EBITDA margin expansion.

    Answer

    CFO Julie Andrews and CEO Massimo Calafiore responded. Andrews highlighted significant growth opportunities in U.S. Spine, where Orthofix has a 3% market share, and in U.S. Orthopedics, which is a small part of its global orthopedics business. Calafiore added that continued investment in innovation, anchored by the 7D platform, will also fuel growth. For margin expansion, Andrews cited improved gross margins from sourcing, capturing the remaining $10 million in merger synergies, and leveraging G&A costs as revenue increases.

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