Sign in

    Unknown Analyst • Morgan Stanley

    Unknown Analyst's questions to Inspire Medical Systems Inc (INSP) leadership

    Unknown Analyst's questions to Inspire Medical Systems Inc (INSP) leadership • Q1 2025

    Question

    An analyst from Morgan Stanley asked if the limited launch of Inspire V targeted general ENTs, who are key to broadening the surgeon base, and inquired about the strategy for onboarding these physicians during the full market launch.

    Answer

    CEO Tim Herbert confirmed that the limited market release was balanced between key academic centers and commercial centers with general practice ENTs to get a broad perspective. He stated that both groups have responded favorably and that the company's established training programs will allow for a swift and seamless transition as they expand the launch of Inspire V across the U.S.

    Ask Fintool Equity Research AI

    Unknown Analyst's questions to Compass Pathways PLC (CMPS) leadership

    Unknown Analyst's questions to Compass Pathways PLC (CMPS) leadership • Q4 2024

    Question

    An analyst from Morgan Stanley, on for Vikram Purohit, asked why Compass prioritized PTSD over other potential indications like bipolar disorder and what the development and filing path for PTSD might entail.

    Answer

    CEO Kabir Nath explained that PTSD was prioritized due to the significant unmet need, with no new drug approvals in over 20 years, and the promising signal from their Phase IIa study. Chief Medical Officer Dr. Guy Goodwin added that the development path is being formulated with plans for FDA discussion, noting that other indications like bipolar disorder are more complex due to co-medication issues.

    Ask Fintool Equity Research AI

    Unknown Analyst's questions to Certara Inc (CERT) leadership

    Unknown Analyst's questions to Certara Inc (CERT) leadership • Q4 2024

    Question

    An analyst on behalf of Vikram Purohit asked about Certara's current perspective on business development and the profile of assets that would be attractive for future M&A.

    Answer

    CFO John Gallagher confirmed that Certara has the balance sheet to pursue M&A and is continuously evaluating opportunities, with a primary focus on software assets. He mentioned that despite being busy with recent integrations, the company retains the capacity to execute additional tuck-in acquisitions if the right opportunities arise.

    Ask Fintool Equity Research AI

    Unknown Analyst's questions to Coca-Cola Femsa SAB de CV (KOF) leadership

    Unknown Analyst's questions to Coca-Cola Femsa SAB de CV (KOF) leadership • Q4 2024

    Question

    An analyst from Morgan Stanley asked about competitive trends in the Brazilian beer market, its overall attractiveness, and the company's strategy regarding partnerships like the one with Serpa and other potential additions to the portfolio.

    Answer

    CEO Ian Marcel Craig García characterized the Brazil beer market as having high competitive intensity. He described the Serpa partnership as a small but strategic addition to the premium portfolio. Executive Jorge Alejandro Pereda reiterated that the company's strategy is to strengthen its distribution capabilities, not to enter beer production, by complementing its portfolio with partners like Heineken and now Serpa.

    Ask Fintool Equity Research AI

    Unknown Analyst's questions to Coca-Cola Femsa SAB de CV (KOF) leadership • Q2 2024

    Question

    An analyst from Morgan Stanley asked about the key drivers behind the strong EBITDA margin expansion in South America and whether it is reasonable to expect healthier margins for the full year.

    Answer

    CEO Ian Marcel Craig García attributed the strong margin performance to operating leverage from their growth model and a better-than-expected cost outlook, especially for sugar. However, he stated that the company is not yet ready to change its full-year guidance for 'flattish' margins, preferring to maintain a cautious stance.

    Ask Fintool Equity Research AI

    Unknown Analyst's questions to Gerdau SA (GGB) leadership

    Unknown Analyst's questions to Gerdau SA (GGB) leadership • Q4 2024

    Question

    An analyst from Morgan Stanley asked for visibility on the evolution of working capital for the upcoming year, including any potential for cash release and differences between the first and second halves of the year.

    Answer

    An executive explained that working capital will depend on demand dynamics. They anticipate an investment in working capital in the first quarter due to a rebound in the U.S. order book, which is now over 70 days, and the startup of the new rolling mill in Brazil. However, for the full year, they do not foresee any additional net demand for working capital.

    Ask Fintool Equity Research AI

    Unknown Analyst's questions to Immunocore Holdings PLC (IMCR) leadership

    Unknown Analyst's questions to Immunocore Holdings PLC (IMCR) leadership • Q2 2024

    Question

    An analyst from Morgan Stanley, on for Jeffrey Hung, asked if the ctDNA response threshold from the melanoma data would apply to other indications and when to expect an update from the PRAME endometrial cohort.

    Answer

    David Berman, Head of R&D, stated that the 0.5 log ctDNA reduction appears to be a good threshold, correlating with survival in both uveal and cutaneous melanoma, and that ovarian ctDNA data will be shared at ESMO. He added it is too soon to provide a timeline for the endometrial cohort update due to the focus on other indications.

    Ask Fintool Equity Research AI

    Unknown Analyst's questions to Central North Airport Group (OMAB) leadership

    Unknown Analyst's questions to Central North Airport Group (OMAB) leadership • Q2 2024

    Question

    An analyst from Morgan Stanley questioned the reasons for the traffic decline on the Monterrey-Cancun route and the current capacity utilization at OMA's industrial park.

    Answer

    CFO Ruffo Pérez del Castillo attributed the Monterrey-Cancun traffic drop to airline capacity cuts resulting from the Pratt & Whitney engine recall. He also stated that the industrial park will reach 98% of its buildable area by late 2024, necessitating new investment for growth beyond mid-2025.

    Ask Fintool Equity Research AI

    Unknown Analyst's questions to Central North Airport Group (OMAB) leadership • Q2 2024

    Question

    An analyst from Morgan Stanley questioned the reasons for the traffic decline on the Monterrey-Cancun route and asked about the current capacity utilization at OMA's industrial park.

    Answer

    CFO Ruffo Pérez del Castillo attributed the Monterrey-Cancun traffic drop to airline capacity cuts from the Pratt & Whitney issue, expecting a quick recovery. He also stated that after current projects, the industrial park will be at 98% capacity, and growth beyond mid-2025 would require new infrastructure investment.

    Ask Fintool Equity Research AI