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    Margaret Kaser Andrew

    Managing Director and Senior Research Analyst at William Blair

    Margaret Kaczor Andrew is a Managing Director and Senior Research Analyst at William Blair, specializing in medical technology and devices with a specific focus on companies like Abbott and Dexcom. She is noted for her influential investment research, having been quoted in top publications like The Washington Post and Investor's Business Daily for her insights on product launches, technological trends, and market opportunities in the healthcare sector. Margaret began her analyst career covering the medtech space and joined William Blair, where she has built a reputation for deep sector knowledge and high-impact equity research covering leading device manufacturers. She holds FINRA securities licenses and is recognized for her timely, data-driven analysis and regular media presence in financial industry discourse.

    Margaret Kaser Andrew's questions to INSULET (PODD) leadership

    Margaret Kaser Andrew's questions to INSULET (PODD) leadership • Q3 2024

    Question

    An analyst on behalf of Margaret Kaser Andrew asked about the key drivers behind the strong operating margin performance and the company's confidence in sustaining that leverage into next year.

    Answer

    CFO and Treasurer Ana Maria Chadwick attributed the strong performance to gross margin expansion, driven by pricing and manufacturing efficiencies, and operating leverage from scale. She reaffirmed the company's commitment to at least 100 basis points of annual operating margin expansion, noting that future gross margin growth will be more moderate as U.S. pricing benefits are annualized, but international pricing and efficiencies will continue to contribute.

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