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    Victoria Lambert

    Senior Analyst at Berenberg

    Victoria Lambert is a Senior Analyst at Berenberg specializing in European healthcare and medtech equities, including coverage of major listed companies such as Straumann and Fresenius. She maintains a strong track record, with an analyst ranking in the top quartile on platforms like TipRanks, boasting an overall buy recommendation rate of 85% and a hold rate of 15%. Lambert began her career in equity research and has built her expertise exclusively within the healthcare sector, joining Berenberg in the early 2020s after prior analytical roles in finance. She holds professional investment analyst credentials, contributing influential research recognized by industry peers and investors.

    Victoria Lambert's questions to Fresenius Medical Care (FMS) leadership

    Victoria Lambert's questions to Fresenius Medical Care (FMS) leadership • Q1 2025

    Question

    Victoria Lambert inquired about U.S. trading performance in April to assess confidence in the full-year growth guidance and asked for the specific Q1 operating income benefit from phosphate binders.

    Answer

    CEO Helen Giza expressed confidence in the full-year guidance of 0.5%+ same market treatment growth, citing strong underlying referral trends as a positive leading indicator despite a severe flu season. CFO Martin Fischer confirmed the phosphate binder benefit was a "double-digit million" euro amount in Q1, in line with expectations for a seasonally stronger start to the year.

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    Victoria Lambert's questions to Fresenius Medical Care (FMS) leadership • Q4 2024

    Question

    Victoria Lambert from Berenberg inquired if the 2025 guidance includes contributions from the 5008x launch, asked about related CapEx for 2025-2026, and sought clarification on the excess mortality rate headwind.

    Answer

    CFO Martin Fischer stated that the 5008x launch will not have a significant impact on 2025 guidance as the commercial launch is weighted towards the second half of the year, with a full launch in 2026. He noted the related CapEx would be a 'mid double-digit' number in 2025 and not massive. CEO Helen Giza confirmed that excess mortality remained elevated in H2 2024, showing only a slight improvement from H1, and was still higher than desired.

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    Victoria Lambert's questions to Fresenius Medical Care (FMS) leadership • Q2 2024

    Question

    Victoria Lambert of Berenberg Bank questioned the rationale for adding U.S. clinics in the quarter after a period of closures. She also asked if the company is observing improved staff availability and lower contract labor costs, and if wage inflation remains around the 3% level.

    Answer

    CEO Helen Giza clarified that new clinic additions are highly targeted, focusing on areas with capacity constraints or clear growth opportunities, and are not in the same regions as recent closures. On labor, she confirmed the company is still assuming a net 3% labor cost increase for the year, which is on track. While open positions remain around 3,500, she noted an incremental improvement in the mix, with fewer open nursing positions.

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    Victoria Lambert's questions to SCHOTT Pharma AG & Co. KGaA/ADR (SHTPY) leadership

    Victoria Lambert's questions to SCHOTT Pharma AG & Co. KGaA/ADR (SHTPY) leadership • Q4 2024

    Question

    Victoria Lambert from Berenberg asked for more details on the newly won GLP-1 contracts, including the product areas involved and the impact on the cumulative contract revenue amount. She also inquired about the potential impact of U.S. tariffs on the syringe business and the timeline for establishing local production capabilities.

    Answer

    CFO Dr. Almuth Steinkuhler confirmed two new GLP-1 contracts were signed for bulk and sterile cartridges, which significantly increased the total contracted sales value. CEO Andreas Reisse addressed the tariff question, stating there is currently no expected impact as the company's syringes are produced in Europe, not Mexico. He added that while plans for the North Carolina site are ongoing, there is no immediate pressure to accelerate decisions based on current tariff discussions.

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