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    Ravi M.

    Managing Director and Senior Equity Research Analyst at Truist Securities

    Ravi M. is a Managing Director and Senior Equity Research Analyst at Truist Securities, specializing in the technology sector with a focus on high-growth software and cloud companies. He actively covers leading firms such as Rubrik, providing investment insights and target price forecasts that have contributed to a Moderate Buy consensus rating and strong performance metrics in the sector. Since joining Truist Securities in the early 2020s, Ravi has built on prior experience at major Wall Street institutions, developing a reputation for analytical rigor and impactful stock recommendations. He holds FINRA Series 7, 63, and 86/87 licenses, reflecting deep expertise and professional standing in equity research.

    Ravi M.'s questions to INTEGRA LIFESCIENCES HOLDINGS (IART) leadership

    Ravi M.'s questions to INTEGRA LIFESCIENCES HOLDINGS (IART) leadership • Q1 2025

    Question

    Ravi from Truist Securities, on behalf of Richard Newitter, sought clarity on the remediation timeline, asking if the compliance master plan work would conclude by the time the Braintree facility is operational, potentially resolving the FDA warning letter. He also inquired about the company's perspective on the delayed implementation of Medicare LCDs for skin substitutes.

    Answer

    CEO Mojdeh Poul detailed that site assessments will finish by Q3, with remediation planning in Q4. While most remediations are targeted for completion by year-end 2025, some may extend into 2026. She affirmed they are working diligently to resolve the warning letter issues before the Braintree facility goes live. Regarding the LCDs, Poul stated that since Integra's business is primarily inpatient, the direct impact is limited, but viewed the focus on products with proven clinical evidence as a positive development.

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