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    Steve Lichtman • Oppenheimer & Co. Inc.

    Steve Lichtman's questions to Stryker Corp (SYK) leadership

    Steve Lichtman's questions to Stryker Corp (SYK) leadership • Q2 2025

    Question

    Steve Lichtman of Oppenheimer & Co. Inc. asked about the impact of salesforce changes at Inari on its expected revenue contribution. He also inquired about the timing and cadence of the $175 million tariff impact in the second half of the year.

    Answer

    Chair & CEO Kevin Lobo stated that despite some sales rep turnover from implementing non-competes, Stryker is not calling down its full-year revenue expectation for Inari, which remains around $590 million for the 10-month ownership period. VP & CFO Preston Wells confirmed the tariff impact will be back-end loaded, flowing through inventory onto the P&L more significantly in Q3 and Q4.

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    Steve Lichtman's questions to Dexcom Inc (DXCM) leadership

    Steve Lichtman's questions to Dexcom Inc (DXCM) leadership • Q2 2025

    Question

    Steve Lichtman from Oppenheimer & Co. Inc. asked for more detail on the strong international performance in the quarter and the growth catalysts for the business outside of the U.S.

    Answer

    EVP & CFO Jereme Sylvain attributed the growth to strong new patient additions, driven by expanded coverage for Dexcom OnePlus in markets like France and new coverage wins in Canada for all insulin users. He highlighted future opportunities in gaining deeper penetration in established markets like Japan and Germany and expanding into emerging markets.

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