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    Samantha Kurtz • Piper Sandler Companies

    Samantha Kurtz's questions to Penumbra Inc (PEN) leadership

    Samantha Kurtz's questions to Penumbra Inc (PEN) leadership • Q4 2024

    Question

    Samantha Kurtz, on for Matt O'Brien from Piper Sandler, asked about the potential impact of ongoing clinical trials for competing aspiration-based thrombectomy devices on Penumbra's sales growth or the broader market.

    Answer

    CEO Adam Elsesser stated that the handful of competing trials are not having a real impact on Penumbra's sales, as demonstrated by the strong quarterly results. He suggested that speaking directly with physicians using those products reveals the true story and that these trials do not change Penumbra's strategy or momentum.

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    Samantha Kurtz's questions to Penumbra Inc (PEN) leadership • Q3 2024

    Question

    Samantha Kurtz, on for Matt O'Brien, requested more detail on the new Bolt 6X and Bolt 12 devices, including the technical differences of the 6X for below-the-knee procedures and the competitive landscape in the arterial market. She also asked about the timing of the THUNDER trial data release.

    Answer

    CEO Adam Elsesser explained that the Bolt 6X is a smaller 6 French catheter designed to reach more distal arteries and incorporates technology for easier tracking. He characterized the arterial competition as primarily open surgery and lytics, not other mechanical devices, positioning Penumbra's modulated aspiration as a superior technology. He declined to give a specific timeline for the THUNDER data release, pending trial completion.

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