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    Kevin Joaquin • Evercore ISI

    Kevin Joaquin's questions to Hologic Inc (HOLX) leadership

    Kevin Joaquin's questions to Hologic Inc (HOLX) leadership • Q2 2025

    Question

    Kevin Joaquin, on for Vijay Kumar, requested an update on the mammography gantry replacement cycle, including the typical lifespan of units in the field and an assessment of where Hologic is currently within that cycle.

    Answer

    CFO Karleen Oberton explained that Hologic is already in a replacement cycle, as evidenced by its end-of-life strategy. She noted that the average gantry lifespan has extended from a historical 7-9 years to about 10-12 years, due to excellent service and a lack of external catalysts. She characterized the current environment as a steady, ongoing placement of gantries rather than a distinct peak.

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    Kevin Joaquin's questions to Novocure Ltd (NVCR) leadership

    Kevin Joaquin's questions to Novocure Ltd (NVCR) leadership • Q3 2024

    Question

    Kevin Joaquin, on behalf of Vijay Kumar from Evercore ISI, requested further details on the U.S. reimbursement pathway for lung cancer. He specifically asked whether a CMS panel review is anticipated and what the primary barriers to securing coverage might be.

    Answer

    An executive, Frank Leonard, reiterated the expected one to two-year timeline to achieve broad reimbursement across all payers. He confirmed that Novocure is in dialogue with CMS and has multiple pathways to request coverage but stated it was too early to comment on specific steps, such as a formal panel review. He characterized the process as a complex, multi-year program and committed to providing updates as they become available.

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