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    Sam England • Berenberg

    Sam England's questions to Smith & Nephew PLC (SNN) leadership

    Sam England's questions to Smith & Nephew PLC (SNN) leadership • H1 2025

    Question

    Sam England of Berenberg asked about the potential market share gains from the CatellaStem hip system, particularly in the ASC channel, and inquired about the demand drivers for the CORI robotics system, including the split between hospital and ASC placements.

    Answer

    CEO Deepak Nath expressed satisfaction with the uptake of CatellaStem, noting its strong value proposition in the rapidly growing direct anterior approach segment. On robotics, he emphasized the focus is on both placements and utilization, with encouraging progress in ASCs and teaching institutions. CFO John Rogers added that CORI placements over-indexed in ASCs in Q2, highlighting the system's advantages in that setting.

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    Sam England's questions to Smith & Nephew PLC (SNN) leadership • H1 2025

    Question

    Sam England of Berenberg asked about the potential market share gains from the CatellaStem hip system, particularly in the ASC channel, and inquired about the demand drivers for the CORI robotic system, specifically the split between hospital and ASC placements.

    Answer

    CEO Deepak Nath expressed satisfaction with the uptake of CatellaStem, noting strong surgeon feedback in the growing direct anterior approach segment. On robotics, he emphasized the focus is on both placements and utilization, with encouraging progress in ASCs. CFO John Rogers added that in Q2, CORI placements 'over-indexed' in ASCs, where its smaller footprint and lower capital cost are significant advantages.

    Ask Fintool Equity Research AI