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    Phillip Dantoin • Piper Sandler Companies

    Phillip Dantoin's questions to Conmed Corp (CNMD) leadership

    Phillip Dantoin's questions to Conmed Corp (CNMD) leadership • Q1 2025

    Question

    Phillip Dantoin of Raymond James questioned the conservative full-year revenue guidance despite a Q1 beat and favorable FX changes, asking about potential softness in hospital budgets. He also asked new CEO Patrick Beyer about any positive or negative surprises since taking the role.

    Answer

    Todd Garner, EVP and CFO, explained that the company is maintaining its 4% to 6% constant currency growth outlook for the year, choosing not to get ahead of projections after a single strong quarter. CEO Patrick Beyer shared that having been with the company for 10 years, there were no negative surprises. He was positively surprised by the team's passion and the strong customer enthusiasm for CONMED's technology.

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    Phillip Dantoin's questions to Alphatec Holdings Inc (ATEC) leadership

    Phillip Dantoin's questions to Alphatec Holdings Inc (ATEC) leadership • Q4 2024

    Question

    Phillip Dantoin, on for Matthew O'Brien, asked for details on the SG&A efficiencies achieved in Q4, specifically where savings were found, if the cuts are fully realized, and how this might create potential upside to the 2025 bottom line.

    Answer

    J. Koning (Executive) explained that the savings resulted from a deliberate organizational realignment, strategic reductions, and a rigorous review of discretionary spending. He noted that while some benefits were realized in Q4, they will continue throughout 2025. He also pointed to ongoing improvements in asset utilization, such as instruments and inventory, as a source of future efficiency gains.

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    Phillip Dantoin's questions to Insulet Corp (PODD) leadership

    Phillip Dantoin's questions to Insulet Corp (PODD) leadership • Q4 2024

    Question

    Phillip Dantoin from Piper Sandler, on for Matt O'Brien, questioned the full-year U.S. Omnipod guidance of 16-20% growth, asking why it wasn't higher given the full-year contribution from the Type 2 launch, iOS app, and Libre integration.

    Answer

    CFO and Treasurer Ana Maria Chadwick explained that the 2025 growth rate faces a tougher comparison to 2024, which benefited from a pricing lift as the company transitioned to the pharmacy channel. This price benefit created a headwind for the year-over-year growth calculation in 2025. She affirmed the company is "extremely excited" by the 16-20% guidance and is striving for the high end. CEO Jim Hollingshead added that Insulet has a strong track record of achieving its goals.

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