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    Shagun Singh • RBC Capital Markets

    Shagun Singh's questions to Globus Medical Inc (GMED) leadership

    Shagun Singh's questions to Globus Medical Inc (GMED) leadership • Q2 2025

    Question

    Shagun Singh from RBC Capital Markets asked about the recent CEO transition, seeking commentary on leadership changes around acquisitions and the evolution of Executive Chairman David Paul's role. She also questioned the strategy to return the newly acquired Nevro business to growth.

    Answer

    Executive Chairman David Paul explained that the company has a deep leadership bench and the timing was right for Keith Pfeil to become CEO, emphasizing continuity and his own continued focus on R&D and strategy. President & CEO Keith Pfeil outlined the Nevro growth strategy, which includes providing stability, recasting the product development approach, and leveraging the certainty of Globus's backing to energize the sales force. David Paul added that Nevro's differentiated high-frequency technology with Level 1 clinical data is a key asset for future growth.

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    Shagun Singh's questions to Zimmer Biomet Holdings Inc (ZBH) leadership

    Shagun Singh's questions to Zimmer Biomet Holdings Inc (ZBH) leadership • Q2 2025

    Question

    Shagun Singh of RBC Capital Markets asked for more detail on the company's confidence in achieving a fully autonomous robot with Monogram and how the competitive landscape might evolve.

    Answer

    Chairman, President & CEO Ivan Tornos expressed very high confidence, citing the recent world-first fully autonomous surgery performed with the technology. He mentioned a robust clinical trial pathway and expert validation of their assumptions. He projected a semi-autonomous launch in early 2027 and a fully autonomous launch in late 2027 or early 2028.

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    Shagun Singh's questions to Insulet Corp (PODD) leadership

    Shagun Singh's questions to Insulet Corp (PODD) leadership • Q2 2025

    Question

    Shagun Singh requested elaboration on the second-half guidance, which implies a growth deceleration from the first half, and asked for help quantifying the underlying Q2 growth after adjusting for stocking and rebate timing.

    Answer

    EVP & CFO Ana Maria Chadwick reiterated that the underlying business is very stable. She specified that after normalizing for stocking and rebate dynamics, the first-half U.S. growth rate was 24%. She emphasized that the full-year guidance was raised by three times the Q2 beat, reflecting strong confidence in sustained momentum.

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    Shagun Singh's questions to Insulet Corp (PODD) leadership • Q2 2025

    Question

    Shagun Singh from RBC Capital Markets requested clarification on the assumptions behind the second-half guidance, which implies a growth slowdown, and asked for quantification of the Q2 U.S. stocking and rebate tailwinds.

    Answer

    EVP & CFO Ana Maria Chadwick reiterated that underlying business trends are stable and strong. She explained that after normalizing for stocking and rebate dynamics, the first-half U.S. growth rate was 24%. She emphasized that the full-year guidance was raised by three times the Q2 beat, reflecting confidence in sustained momentum rather than an expected slowdown.

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    Shagun Singh's questions to Outset Medical Inc (OM) leadership

    Shagun Singh's questions to Outset Medical Inc (OM) leadership • Q2 2025

    Question

    Mo, on behalf of Shagun Singh from RBC Capital Markets, requested more specific details on the internal transformation of the commercial organization and asked for directional guidance on the cash burn outlook for 2026.

    Answer

    Chair and CEO Leslie Trigg detailed the commercial transformation, which included restructuring the team to infuse an enterprise sales skill set and implementing new data-driven sales tools and processes. CFO Renee Gaeta addressed cash burn, stating that while specific 2026 guidance is not yet available, cash use may elevate from the current low quarterly run-rate due to increased inventory purchasing and typical Q1 incentive payouts.

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    Shagun Singh's questions to Outset Medical Inc (OM) leadership • Q3 2024

    Question

    Avi Kohn, on behalf of Shagun Singh of RBC Capital Markets, inquired about the 2025 outlook, asking for visibility on returning to double-digit growth and any preliminary top-line expectations.

    Answer

    CFO Nabeel Ahmed stated that while 2025 guidance is not being issued yet, the company's growing recurring revenue base provides a strong foundation for total revenue growth even if console sales remain flat. CEO Leslie Trigg added that the healthy mix of new and expanding customers across acute, post-acute, and home settings in Q3 informs their conviction for a return to healthy full-year growth in 2025.

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    Shagun Singh's questions to Tandem Diabetes Care Inc (TNDM) leadership

    Shagun Singh's questions to Tandem Diabetes Care Inc (TNDM) leadership • Q2 2025

    Question

    Shagun Singh of RBC Capital Markets asked for elaboration on the reduction in U.S. guidance, the progress of the commercial transformation, and expected trends for the second half of the year.

    Answer

    President & CEO John Sheridan attributed the updated U.S. outlook to the ongoing nature of business transformations and increased competitive intensity, including a new market entrant. EVP & CFO Leigh Vosseller guided for Q3 worldwide revenue of approximately $235 million, reflecting a slight sequential step-down before an expected strong Q4.

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    Shagun Singh's questions to Inspire Medical Systems Inc (INSP) leadership

    Shagun Singh's questions to Inspire Medical Systems Inc (INSP) leadership • Q2 2025

    Question

    Shagun Singh from RBC Capital Markets questioned the confidence in the substantial sequential growth implied for Q4, asked for specific volume trends in July, and inquired about any customer pushback regarding profitability.

    Answer

    CEO Tim Herbert stated that the Q4 forecast reflects historical seasonality driven by high-deductible insurance plans, which typically causes a significant step-up from Q3. He declined to comment on specific July volumes but noted the company has not seen significant profitability pressure from centers, especially with the positive proposed Medicare reimbursement rates for 2026.

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    Shagun Singh's questions to Stryker Corp (SYK) leadership

    Shagun Singh's questions to Stryker Corp (SYK) leadership • Q2 2025

    Question

    Shagun Singh of RBC Capital Markets asked about the implied growth step-down in the second-half guidance and for high-level thoughts on 2026 drivers, including potential hospital budget tightening.

    Answer

    VP & CFO Preston Wells explained the second-half guidance reflects tougher sales comps and the company's standard practice of setting achievable targets to 'beat and raise.' He deferred comment on 2026. Chair & CEO Kevin Lobo added that Stryker's procedures are highly revenue-producing for hospitals, making them less likely to be cut in response to budget pressures.

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    Shagun Singh's questions to Teleflex Inc (TFX) leadership

    Shagun Singh's questions to Teleflex Inc (TFX) leadership • Q2 2025

    Question

    Shagun Singh of RBC Capital Markets sought clarification on the Q2 EPS beat, asking for the split between tariff benefits and business outperformance. She also asked about margin phasing in the second half of the year and for color on the performance of underlying business segments.

    Answer

    CEO Liam Kelly reiterated that the underlying revenue guidance for 2025 remains unchanged, with the only update being the addition of the BioTronic acquisition. CFO John Deren confirmed the EPS beat was driven by approximately $0.50 from lower tariffs and the remainder from operational performance. He noted tariff impacts would be similar in Q3 and Q4 but did not provide detailed margin phasing for the back half of the year.

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    Shagun Singh's questions to Dexcom Inc (DXCM) leadership

    Shagun Singh's questions to Dexcom Inc (DXCM) leadership • Q2 2025

    Question

    Shagun Singh of RBC Capital Markets asked incoming CEO Jake Leach to share his vision for Dexcom, including his strategic priorities and plans for building global scale.

    Answer

    President & COO Jacob Leach outlined his vision focusing on three key pillars: 1) Expanding global access to Dexcom's technology, 2) Driving innovation that provides real value to both end-users and prescribers, and 3) Scaling the business with greater efficiency to fund future growth and innovation.

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    Shagun Singh's questions to Johnson & Johnson (JNJ) leadership

    Shagun Singh's questions to Johnson & Johnson (JNJ) leadership • Q2 2025

    Question

    Shagun Singh of RBC Capital Markets sought clarification on the submission timeline for the Ottava surgical robot and asked for physician feedback on the adoption of the Varipulse catheter in electrophysiology.

    Answer

    EVP Tim Schmid corrected the premise, confirming the Ottava de novo submission remains on track for Q1 2026. On electrophysiology, he stated J&J is confident in retaining market leadership, noting over 10,000 Varipulse cases have been performed globally with a low neurovascular event rate (<0.5%) and phenomenal physician feedback. He emphasized the strength of the entire EP portfolio, including the large installed base of CARTO mapping systems.

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