@berthon_jones -CEO as bullish as ever
-CFO comments about GM% heading into the 60s
-US device growth small miss to some est's, likely nothing but this would be the closest metric to watch for GLP-1 fears one would assume.
Staying long but noting some for bulls and bears I think.
@berthon_jones On the call they mentioned reduced access to vaccines as some GP clinics stopped vaccination programs. One wonders whether vax fatigue persists or flips in the face of their worst flu season in 20 years? New administration in office to complicate matters too obv..
@abroninvestor@plcorporate Hats off to the fundie who was firmly pressing them all over and over again. As for the ADN issue, he specifically called Holzberger out and the best she could do was mumble over a few facts of what ADN do...and then deflect to her PDN experience. Hardly inspiring...
@abroninvestor I listened a few days ago and agree completely. To have Kerr's perfectly regal accent deliver those words you highlight adds an extra kick in the guts to those remaining minority holders.