Sign in

    Robbie Marcus

    Managing Director and Senior Analyst at JPMorgan Chase & Co.

    Robbie Marcus is a Managing Director and Senior Analyst at JPMorgan Chase & Co., specializing in biotechnology and healthcare equity research with coverage of major companies such as Amgen, Gilead Sciences, Biogen, Regeneron, and Vertex Pharmaceuticals. On platforms like TipRanks, he is ranked among the top Wall Street analysts, holding a success rate near 59% and generating average returns of over 11% per rating for his coverage universe. Marcus began his career at JPMorgan in 2010 and advanced through the ranks, assuming his current leadership role and demonstrating a commitment to data-driven analysis, strategic insights, and client service. He holds FINRA Series 7, 63, 86, and 87 licenses and is recognized for his expertise in both large-cap and innovative biotech sectors.

    Robbie Marcus's questions to CONMED (CNMD) leadership

    Robbie Marcus's questions to CONMED (CNMD) leadership • Q2 2025

    Question

    Representing Robbie Marcus, Lily from JPMorgan Chase & Co. asked about the drivers behind softer-than-expected capital sales and potential impacts from hospital budgets. She also questioned ConMed's orthopedic market share position given ongoing supply disruptions.

    Answer

    President & CEO Patrick Beyer explained that while general hospital capital demand is strong, ConMed's results were impacted by tough prior-year comparisons and internal supply chain challenges. He acknowledged a loss of orthopedic market share due to these constraints but highlighted that innovation like BioBrace keeps the company well-positioned for a recovery.

    Ask Fintool Equity Research AI

    Robbie Marcus's questions to CONMED (CNMD) leadership • Q3 2024

    Question

    An analyst on behalf of Robbie Marcus questioned if 2025 would be the year for a return to accelerated top-line growth and asked for an update on the previously mentioned smoke evacuation quality issue.

    Answer

    CEO Curt Hartman deferred specific 2025 growth guidance to the January call but highlighted strong underlying Q3 performance in adjusted EPS, cash flow, and leverage reduction. EVP and CFO Todd Garner confirmed the smoke evacuation quality issue was a transitory Q2 event that is now resolved, with Q3 showing improvement but not a full return to normal trends.

    Ask Fintool Equity Research AI

    Robbie Marcus's questions to COOPER COMPANIES (COO) leadership

    Robbie Marcus's questions to COOPER COMPANIES (COO) leadership • Q2 2025

    Question

    Robbie Marcus sought to understand the lowered guidance, asking how much was based on results seen so far versus future expectations or conservatism. He also asked about the margin progression for the remainder of the year on the lower revenue guide.

    Answer

    President & CEO Albert White explained the guidance revision is a combination of actual market data (4% growth in calendar Q1), observed channel inventory pressure, and a degree of conservatism. CFO Brian Andrews added that the margin improvement story remains intact, expecting gross and operating margins to be up year-over-year in the second half due to efficiency gains and disciplined cost management.

    Ask Fintool Equity Research AI

    Robbie Marcus's questions to DEXCOM (DXCM) leadership

    Robbie Marcus's questions to DEXCOM (DXCM) leadership • Q1 2025

    Question

    Robbie Marcus of JPMorgan Chase & Co. inquired about the utilization, reorder rates, and patient trends for Type 2 non-intensive and basal patients, both for insured and cash-pay users.

    Answer

    CEO Kevin Sayer and CFO Jereme Sylvain responded, noting very good retention and utilization in these populations, especially when reimbursed. Sayer highlighted that Stelo users are reordering regularly. Sylvain added that while utilization is lower for non-covered patients, Stelo is seeing strong uptake in that group.

    Ask Fintool Equity Research AI

    Robbie Marcus's questions to Bausch & Lomb (BLCO) leadership

    Robbie Marcus's questions to Bausch & Lomb (BLCO) leadership • Q3 2024

    Question

    On behalf of Robbie Marcus, an analyst asked why the consistent top-line sales upside throughout the year has not translated into raised adjusted EBITDA guidance.

    Answer

    CEO Brenton L. Saunders and CFO Osama Eldessouky both explained that the lack of EBITDA flow-through is a direct result of a strategic decision to make significant investments during what they termed an 'investment year.' These funds are being used to support the most robust launch cycle in the company's history, including products like Miebo, Xiidra, new IOLs, and Daily SiHy lenses, to ensure their long-term success.

    Ask Fintool Equity Research AI

    Robbie Marcus's questions to ABBOTT LABORATORIES (ABT) leadership

    Robbie Marcus's questions to ABBOTT LABORATORIES (ABT) leadership • Q3 2024

    Question

    Robbie Marcus inquired about the preliminary outlook for 2025, asking if the current Wall Street consensus for high single-digit revenue growth and 10% EPS growth is a reasonable starting point.

    Answer

    Robert Ford, Chairman and CEO, agreed that the consensus estimates for 2025 are a 'very reasonable starting point.' He highlighted that Abbott enters 2025 with strong momentum, attractive market positions, a productive pipeline, and the benefit of not having the 'COVID cloud' to obscure underlying base business growth, which should support continued margin expansion.

    Ask Fintool Equity Research AI

    Robbie Marcus's questions to NVRO leadership

    Robbie Marcus's questions to NVRO leadership • Q2 2024

    Question

    Questioned the optimism for 2025 performance, asking why newer reps and the current portfolio would drive improvement, and inquired about the timeline and plan to achieve positive cash flow.

    Answer

    The company expects 2025 to improve due to territory expansion with newly promoted reps, continued ramping of the SI joint business, and the start of the IPG replacement cycle. Achieving positive cash flow is delayed by the lower revenue outlook, but they believe they are not far off and need more revenue growth.

    Ask Fintool Equity Research AI