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Izzy G.

Managing Director and Senior Equity Research Analyst at BTIG

Izzy G. is a Managing Director and Senior Equity Research Analyst at BTIG, specializing in the gaming, lodging, and leisure sectors with a focus on companies such as Caesars Entertainment, MGM Resorts, Penn National Gaming, Boyd Gaming, and DraftKings. With a research track record highlighted by strong stock pick success rates and above-average returns, Izzy has earned positive recognition from industry platforms and clients alike. They began their equity research career in 2014, previously holding positions at J.P. Morgan and Deutsche Bank before joining BTIG in 2021. Izzy holds active FINRA registrations, including Series 7, 63, 86, and 87 licenses, and is known for delivering insightful, data-driven investment recommendations to institutional investors.

Izzy G.'s questions to INTEGRA LIFESCIENCES HOLDINGS (IART) leadership

Question · Q1 2025

Izzy from BTIG, on behalf of Ryan Zimmerman, asked for the basis of management's confidence in the second-half recovery of its private label business. The analyst also questioned if the strong 15% growth in the instruments portfolio was influenced by any tariff-related demand pull-forward.

Answer

CFO Lea Knight quantified the expected private label step-up at approximately $10 million in H2 vs. H1, though she adjusted the full-year forecast to a low single-digit decline. She reiterated confidence in a mid-single-digit growth trajectory for the business in 2026. CEO Mojdeh Poul clarified that the instrument business performance is inherently lumpy and the strong quarter was not driven by tariffs, expecting a return to its typical low-to-mid single-digit growth trend for the full year.

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