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    Phil [Analyst] • Unknown

    Phil [Analyst]'s questions to Globus Medical Inc (GMED) leadership

    Phil [Analyst]'s questions to Globus Medical Inc (GMED) leadership • Q1 2025

    Question

    Phil, on behalf of Matthew O'Brien at Piper Sandler, asked about sales representative retention, specifically regarding any uptick in departures from the legacy NuVasive team, and inquired about future capital allocation priorities.

    Answer

    CEO Dan Scavilla confirmed there has been no unusual or high-volume rep departure and that the combined U.S. sales team is showing increasing momentum. COO and CFO Keith Pfeil outlined capital priorities as internal investment, tuck-in M&A, and share repurchases, with CEO Dan Scavilla adding they would opportunistically repurchase shares on any market overreactions.

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    Phil [Analyst]'s questions to Conmed Corp (CNMD) leadership

    Phil [Analyst]'s questions to Conmed Corp (CNMD) leadership • Q4 2024

    Question

    An analyst identified as Phil questioned the 150-basis-point gap between CONMED's midterm growth potential of 6.5% and its 2025 guidance midpoint of 5%. He also asked for an update on the AirSeal franchise's Q4 performance and its outlook for 2025.

    Answer

    Chief Financial Officer Todd Garner attributed the conservative 2025 guidance to lingering supply chain challenges from 2024 that have hindered the sports medicine business. Chief Executive Officer Patrick Beyer confirmed that AirSeal had a record year, grew by double digits in Q4, and is expected to remain a double-digit grower for the foreseeable future.

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