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Kane Slutzkin

Research Analyst at Deutsche Numis

Kane Slutzkin is an Equity Research Analyst at Deutsche Numis, specializing in coverage of major UK-listed companies across the healthcare and retail sectors, including Spire Healthcare, Hikma Pharmaceuticals, and Pets at Home Group. He has a track record of producing widely referenced research and actionable recommendations, with recent ratings reflected in industry consensus data and institutional investor relations documents. Slutzkin began his analyst career at UBS South Africa before moving to Numis Securities as Director of Research, and later joined Deutsche Numis in London. His professional credentials reflect over a decade of experience in equity research with a focus on large and mid-cap public companies.

Kane Slutzkin's questions to SMITH & NEPHEW (SNN) leadership

Kane Slutzkin's questions to SMITH & NEPHEW (SNN) leadership • H1 2025

Question

Kane Slutzkin of Deutsche Numis asked about the company's confidence in achieving market growth rates for U.S. Recon by year-end and requested details on the nature of discussions with activist investor Sapiens.

Answer

CEO Deepak Nath reiterated that reaching market growth in U.S. Recon by year-end remains the goal, although the contribution mix between hips and knees might vary. Regarding Sapiens, he confirmed that the company maintains an open, constructive, and ongoing dialogue with all its shareholders, including the activist investor.

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Kane Slutzkin's questions to SMITH & NEPHEW (SNN) leadership • H1 2025

Question

Kane Slutzkin of Deutsche Numis asked if the company still targets market growth rates for U.S. Recon by year-end, given the mix of strong hips and softer knees, and requested details on discussions with the activist investor, Sapiens.

Answer

CEO Deepak Nath confirmed that reaching market growth in U.S. Recon by year-end remains the goal, regardless of the specific mix between hips and knees. Regarding the activist investor, he stated that the company maintains an open and constructive dialogue with all shareholders, including Sapiens, and described the conversations as deep and meaningful.

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