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Sezgi Oezener

Research Analyst at HSBC Holdings PLC

Sezgi Oezener is an analyst at HSBC specializing in healthcare sector research, with coverage of notable companies including Fresenius Medical and GE HealthCare. She has recently issued actionable ratings such as upgrading Fresenius Medical and initiating coverage on GE HealthCare with a Buy recommendation, reflecting disciplined sector analysis and rigorous price target formulation. Oezener has been with HSBC at least since 2024 and delivers both upgrades and initiations that are referenced in leading investment platforms; while detailed performance rankings and quantitative success rates are not publicly listed, her equity research is cited widely and influences institutional investor decisions. Information about prior professional experience and industry credentials such as FINRA registration or securities licenses is not publicly available.

Sezgi Oezener's questions to KONINKLIJKE PHILIPS (PHG) leadership

Question · Q2 2024

Sezgi Oezener of HSBC asked for updates on the DOJ case and other litigation, the future portfolio and scale of Connected Care post-pruning, and any changes in the reimbursement landscape for the DME market.

Answer

CEO Roy Jakobs stated there was no new update on the DOJ case, which is ongoing. He confirmed the Connected Care portfolio will be less broad after pruning but will remain relevant with its core sleep and respiratory products. He noted no specific changes in DME reimbursement dynamics to report. CFO Abhijit Bhattacharya clarified that the Sleep & Respiratory Care business has been resized from EUR 2.3 billion to a EUR 1 billion business, which should be the new baseline for modeling future growth.

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Sezgi Oezener's questions to SMITH & NEPHEW (SNN) leadership

Question · Q4 2023

Inquired about the CORI sales situation in China, targets for OUS placements, and the company's reaction to sales force churn caused by new incentive structures.

Answer

The CORI slowdown in China is a broader market effect from the anti-corruption drive, not a product-specific issue; CORI is already the #1 robotic system in EMEA. The sales force churn was an expected result of new incentives and tighter performance management. The company is not changing the structure but is instead leveraging its recruitment pipeline to hire new talent that fits the system.

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