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    Robbie Marcus • JPMorgan Chase & Co.

    Robbie Marcus's questions to Conmed Corp (CNMD) leadership

    Robbie Marcus's questions to Conmed Corp (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.

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    Robbie Marcus's questions to Conmed Corp (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.

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    Robbie Marcus's questions to Cooper Companies Inc (COO) leadership

    Robbie Marcus's questions to Cooper Companies Inc (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.

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    Robbie Marcus's questions to Dexcom Inc (DXCM) leadership

    Robbie Marcus's questions to Dexcom Inc (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.

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

    Robbie Marcus's questions to Bausch + Lomb Corp (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.

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