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    Margaret Kaczor Andrew • William Blair

    Margaret Kaczor Andrew's questions to Resmed Inc (RMD) leadership

    Margaret Kaczor Andrew's questions to Resmed Inc (RMD) leadership • Q1 2025

    Question

    Speaking on behalf of Margaret Kaczor Andrew, an analyst asked about the drivers of strong device growth and whether there was evidence of pull-through from consumer wearables like Samsung and Apple watches.

    Answer

    CEO Michael Farrell noted the strong 11% U.S. device growth was on a low 2% prior-year comparable. He stated it is "very early days" for wearables to have a material impact, suggesting the GLP-1 trend is a more immediate tailwind. He attributed the performance to strong commercial execution and the dual AirSense 10/11 product strategy.

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    Margaret Kaczor Andrew's questions to Dexcom Inc (DXCM) leadership

    Margaret Kaczor Andrew's questions to Dexcom Inc (DXCM) leadership • Q3 2024

    Question

    Speaking for Margaret Kaczor Andrew, an analyst asked if the 2025 long-range plan implies a larger international sales contribution and questioned how Stelo's real-world 15-day durability compares to study data.

    Answer

    CFO Jereme Sylvain stated the 70/30 U.S./OUS split is a rough ballpark and expects both regions to perform well. Regarding durability, he said Stelo's real-world performance mirrors the submission data, with most sensors lasting the full 15 days. He confirmed the G7 15-day was submitted with a survival rate the company 'felt good with,' similar to Stelo.

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    Margaret Kaczor Andrew's questions to STAAR Surgical Co (STAA) leadership

    Margaret Kaczor Andrew's questions to STAAR Surgical Co (STAA) leadership • Q2 2024

    Question

    Margaret Kaczor Andrew from William Blair asked if the U.S. sales guidance for Q3 and Q4 was conservative, considering the strong sequential growth and traction with 'Highway 93' accounts, and questioned when the company might reflect more significant sequential increases in its U.S. guidance.

    Answer

    Executive Thomas G. Frinzi responded that the company is being balanced and prudent with its guidance. He used an analogy, stating the U.S. business is moving from 'crawling to walking' and will be 'running in 2025,' expressing strong confidence in the U.S. initiatives and their sustainable, long-term growth potential.

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