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    Kristen Stewart • CL King & Associates

    Kristen Stewart's questions to ICU Medical Inc (ICUI) leadership

    Kristen Stewart's questions to ICU Medical Inc (ICUI) leadership • Q3 2024

    Question

    Kristen Stewart from CL King & Associates asked for details on ICU Medical's ability to ramp up IV Solutions manufacturing to capitalize on the current market dislocation caused by a competitor.

    Answer

    Executive Vivek Jain stated that the company is avoiding a short-term opportunistic approach, recalling lessons learned from the post-Hurricane Maria period. He emphasized that their focus is on securing long-term, sustainable volume from customers committed to supply chain diversification, rather than exploiting a temporary market disruption. The Otsuka partnership is the core of their long-term strategy for gaining share.

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    Kristen Stewart's questions to Haemonetics Corp (HAE) leadership

    Kristen Stewart's questions to Haemonetics Corp (HAE) leadership • Q2 2025

    Question

    Kristen Stewart asked for a high-level overview of the M&A environment, the company's appetite for future acquisitions, and potential areas of interest for capital deployment.

    Answer

    CEO Christopher Simon stated that while growth is the top priority, the immediate focus is on executing the recent acquisitions of EnsoETM and OpSens. He indicated that future M&A would likely be 'tuck-ins' and that the main goal is to validate the company's thesis in Interventional Technologies. He also mentioned that capital could be opportunistically used for share buybacks and debt repayment, but a major acquisition is not an immediate priority.

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    Kristen Stewart's questions to Integra Lifesciences Holdings Corp (IART) leadership

    Kristen Stewart's questions to Integra Lifesciences Holdings Corp (IART) leadership • Q3 2024

    Question

    Kristen Stewart asked about progress at the Braintree facility and the possibility of an accelerated opening, and also confirmed if the 2025 outlook still assumes potential for more shipping holds.

    Answer

    CEO Jan De Witte confirmed progress at Braintree but reiterated the timeline for resuming production remains the first half of 2026. CFO Lea Knight affirmed the 2025 mid-single-digit growth outlook embeds the potential for supply disruptions similar in magnitude to those seen in 2024, with recovery tailwinds being offset by this risk.

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    Kristen Stewart's questions to Teleflex Inc (TFX) leadership

    Kristen Stewart's questions to Teleflex Inc (TFX) leadership • Q3 2024

    Question

    Kristen Stewart asked for a breakdown of the drivers behind the full-year gross margin guidance and the key factors to consider for next year. She also inquired how the company plans to manage the financial upside from the intra-aortic balloon pump opportunity, specifically regarding flow-through versus reinvestment.

    Answer

    Thomas Powell, EVP and CFO, confirmed the ~100 basis point benefit from the MSA exit and highlighted future margin drivers like positive pricing and cost improvement programs to offset inflation. Liam Kelly, Chairman, President and CEO, added that the upside from the balloon pump opportunity would be managed with a balanced approach, allowing a good portion to flow through to earnings while also reinvesting some of it to fuel future growth.

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    Kristen Stewart's questions to Conmed Corp (CNMD) leadership

    Kristen Stewart's questions to Conmed Corp (CNMD) leadership • Q3 2024

    Question

    Kristen Stewart inquired about the weaker-than-expected performance in the General Surgery segment, the decline in capital equipment revenues, the orthopedic supply situation's potential extension into 2025, and the outlook for gross margin expansion.

    Answer

    EVP and CFO Todd Garner attributed the General Surgery weakness to a tough comparison against Q3 2023's large back-order clearance for capital products. CEO Curt Hartman added this was tied to improved circuit board availability last year. Regarding orthopedics, Garner stated the team is "laser-focused" on resolving supply issues but deferred 2025 commentary. He reaffirmed Q4 gross margin guidance of around 57% and noted CONMED's structure supports future improvement.

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    Kristen Stewart's questions to Avanos Medical Inc (AVNS) leadership

    Kristen Stewart's questions to Avanos Medical Inc (AVNS) leadership • Q3 2024

    Question

    Kristen Stewart of CL King & Associates inquired about the duration of supplier constraints affecting the ON-Q product and the company's long-term growth outlook, particularly for FY '25, questioning if the mid-single-digit growth target remains achievable.

    Answer

    Interim CEO Michael Greiner explained that the ON-Q supply issues were transient, occurring early in Q3, and have since been resolved. He noted that the long-term prospects for ON-Q are positive, pending the reimbursement details of the No Pain Act. Regarding FY '25, Greiner stated that Avanos is not providing guidance at this time but will offer a comprehensive update in January, acknowledging that recent softness in the pain portfolio requires a re-evaluation of the company's growth profile.

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    Kristen Stewart's questions to Integer Holdings Corp (ITGR) leadership

    Kristen Stewart's questions to Integer Holdings Corp (ITGR) leadership • Q3 2024

    Question

    Kristen Stewart inquired about the drivers of the Q3 gross margin improvement, its sustainability, the timeline to return to pre-COVID levels, and the company's M&A outlook given decreasing leverage.

    Answer

    Joseph Dziedzic, President and CEO, confirmed the company expects to surpass its pre-pandemic 31% gross margin level, driven by Manufacturing Excellence Initiatives, stable supply chains, and lower direct labor turnover. He stated the M&A pipeline remains robust and that with leverage expected to be at the low end of their target range by year-end, Integer has the capacity to continue executing its inorganic strategy.

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