Haemonetics (NYSE:HAE) Q3 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsAndrew Cooper - DirectorAnthony Petrone - Managing Director of Equity ResearchChris Simon - President and CEOJames D'Arecca - CFOJoanne Wuensch - Managing DirectorMarie Thibault - Managing DirectorOlga Guyette - VP of Investor Relations and TreasuryConference Call ParticipantsDavid Rescott - Senior Research AnalystMichael Petusky - Managing Director and Senior Research AnalystMike Matson - Senior AnalystRohin Pate ...

Haemonetics (NYSE:HAE) Q3 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsAndrew Cooper - DirectorAnthony Petrone - Managing Director of Equity ResearchChris Simon - President and CEOJames D'Arecca - CFOJoanne Wuensch - Managing DirectorMarie Thibault - Managing DirectorOlga Guyette - VP of Investor Relations and TreasuryConference Call ParticipantsDavid Rescott - Senior Research AnalystMichael Petusky - Managing Director and Senior Research AnalystMike Matson - Senior AnalystRohin Pate ...

Haemonetics (NYSE:HAE) Q3 2026 Earnings call February 05, 2026 08:00 AM ET Speaker10Ladies and gentlemen, thank you for standing by, and welcome to the third quarter 2026 Hem, Haemonetics Corporation Earnings Conference Call. At this time, all participants are on a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your ha ...

Summary of Artivion (AORT) Conference Call Company Overview - **Company**: Artivion (AORT) - **Industry**: Medical Devices, specifically focused on aortic treatments Key Points and Arguments Market Potential and Growth Strategy - Artivion operates in multiple Total Addressable Markets (TAMs) that, while individually smaller, collectively provide a durable growth runway [2][4] - The company is focused on the aortic segment, particularly advanced stent grafts, with a global market for stents and stent grafts estimated at $4 billion, of which $2 billion is in advanced stent grafts [5][6] - Artivion's pipeline includes several products with upcoming PMA submissions, including AMDS, NexSys, and Arecibo, which are expected to contribute to growth every 18 months [9][10] Product Pipeline and Innovations - **AMDS**: Expected PMA approval by mid-2026, with a TAM of over $500 million [12][13] - **NexSys**: A pivotal trial with 60 patients showed promising results, with a focus on chronic dissections [32][33] - **Arecibo**: A product for total replacement of the aortic arch, with trials expected to start later this year [8] - The company has a unique patented technology for aortic dissection that significantly reduces mortality rates [15][16] Financial Performance and Projections - Artivion aims for EBITDA growth at twice the rate of top-line growth, driven by margin expansion and operational efficiencies [69][71] - The company has successfully reduced leverage and improved cash flow, with a focus on maintaining reasonable debt levels while funding growth initiatives [45][46] Sales and Market Penetration - The existing sales force is deemed adequate for launching new products, with no immediate plans for expansion [21][22] - The company is actively working with over 150 accounts to navigate hospital bureaucracy for product adoption [23][24] Risks and Challenges - The primary risk to growth acceleration is the timing of hospital bureaucracy related to product adoption [68] - The company experienced a cyber attack that impacted supply chains, but recovery is expected by the end of Q3 [63][66] Competitive Landscape - Artivion's On X mechanical valve has shown a 14% CAGR over the past eight years, with a TAM of $250 million [54] - Recent studies indicate a mortality benefit for mechanical valves, opening up additional market opportunities [58][61] Conclusion - Artivion is positioned for significant growth in the aortic medical device market, with a strong pipeline of innovative products and a focus on operational efficiency and margin expansion. The company is navigating challenges related to market entry and hospital adoption but remains optimistic about future performance.