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you're guiding a little bit lower today. I assume that's related to nutrition. Can you talk about what's changed since the last call
I'd love to hear your high-level thoughts on next year if you're still comfortable with consensus
I'd love to get your reaction to the proposed competitive bidding for CGM and what that could mean for you
give us a kind of a state of the union and your, you know, how you're feeling about that business in 2025 and beyond
I'd love to hear you talk about your expectations for growth in 2025. The status of the Libre 3 supply issues
Do the refurbished Xis put some downward pressure on the ASPs and the move into the ASCs maybe put some downward pressure on utilization?
How large is the ASC opportunity for your focused procedures today? And what are those key procedures moving to the ASC?
how are you thinking about utilization in the US going forward as da Vinci V becomes a higher percent of the installed base?
the implied gross margin in Q4 at the midpoint of the guidance range is slightly below 67%. So my question is on next year
is there any reason we wouldn't see system placements start to grow again like we did when you launched dV5 in the U.S.?
did I hear you say that you're including the European reciprocal tariffs, which I think are 20% in 90 days assumed in that 1.7%
it looks like da Vinci 5 placements as a percent of U.S. placements actually was lower in Q1 from Q4
on the Q3 call, you said the gross margin will be a little lower in 2025 versus 2024. I think the 67% to 68% guidance was probably a little bit lower than expected
In the second half of '24, US system placements grew over 35%. Utilization was about 2%. Is this a leading indicator of more procedures?
How are you thinking about the medtech market in 2026 relative to 2025? How are you thinking about J&J's adjusted operational growth
Is the 5% plus I heard you say earlier, on a reported or adjusted operational basis?
Do you see the 3.5% adjusted operational growth this year is something you could accelerate from next year
What is that on an annualized basis? And how are you thinking about being able to mitigate that over time?
how are you thinking about the growth of the MedTech market in 2025 and J&J relative to the market?