Sign in

    Ravi Misra • Truist Securities

    Ravi Misra's questions to Integra Lifesciences Holdings Corp (IART) leadership

    Ravi Misra's questions to Integra Lifesciences Holdings Corp (IART) leadership • Q2 2025

    Question

    Ravi Misra from Truist Securities, on for Richard Newitter, asked for the revenue contribution of PriMatrix and SurgiMend before they went off-market, the growth expectations for Aclarent, and the updated financial impact from tariffs for the year.

    Answer

    EVP & CFO Lea Daniels Knight stated that PriMatrix and SurgiMend contributed about $64 million in revenue in 2022, their last full year on the market, with minimal substitution uptake after the recall. She reiterated the expectation for the ENT segment to deliver mid-single-digit growth for the full year 2025. For tariffs, she updated the expected headwind for the year to approximately $13 million, or 13 cents per share, down from the previous $22 million estimate.

    Ask Fintool Equity Research AI

    Ravi Misra's questions to Glaukos Corp (GKOS) leadership

    Ravi Misra's questions to Glaukos Corp (GKOS) leadership • Q3 2024

    Question

    Ravi Misra, on for Rich Newitter, asked about the market opportunity for iDose in ocular hypertension patients and requested more color on the FDA dialogue regarding readministration.

    Answer

    President and COO Joseph Gilliam confirmed that ocular hypertension represents a large market opportunity supported by the company's clinical data, though securing broad commercial coverage is a gradual process. Chairman and CEO Thomas Burns reiterated that while dialogue with the FDA on readministration is ongoing and hopeful, the company is not counting on it and is advancing iDose TREX as the primary next-generation solution.

    Ask Fintool Equity Research AI

    Ravi Misra's questions to Teleflex Inc (TFX) leadership

    Ravi Misra's questions to Teleflex Inc (TFX) leadership • Q3 2024

    Question

    Ravi Misra, on for Rich Newitter, asked about the intra-aortic balloon pump (IABP) opportunity, seeking a breakdown of the expected Q4 revenue between capital and consumables. He also questioned the company's M&A philosophy, asking if the focus on non-EPS dilutive assets signaled a lower tolerance for dilution.

    Answer

    Liam Kelly, Chairman, President and CEO, explained that the vast majority of the Q4 IABP revenue uplift will be from capital equipment, with the consumable tail to follow over time. On M&A, Kelly clarified that while the strategic criteria for acquisitions remain unchanged, the current market environment with moderating valuations makes it more feasible to find assets that are not dilutive to EPS, which is the company's preference.

    Ask Fintool Equity Research AI