The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Caroline Broski - JP Morgan - Analyst
: Thank you. So I guess just starting off, the company has been through a fairly significant transformation over the course of the last three years. Can
you talk about the evolution of the business and why you think you're in a good position to be successful moving forward?
Question: Caroline Broski - JP Morgan - Analyst
: And at a high level, you have two segments of the business MedTech and Med Device. Can you help us understand how those two segments work
together and why it makes sense strategically?
Question: Caroline Broski - JP Morgan - Analyst
: And a lot of your focus of the strategy is to drive growth around your MedTech segment. Maybe we start with the Mechanical Thrombectomy
franchise, which AngioVac and AlphaVac help us better understand those technologies and the synergies you've been able to create across those
two products.
Question: Caroline Broski - JP Morgan - Analyst
: Now turning to the NanoKnife, there have been a lot of updates there recently around the clinical regulatory and reimbursement aspects. Maybe
walk us through the opportunity there with the prostate indication and how you'll be working to drive growth in the oncology space with that
product.
Question: Caroline Broski - JP Morgan - Analyst
: The final component of your MedTech franchise is Auryon, which has consistently been a double-digit growth story. How do you continue to drive
sustained growth in that business moving forward?
Question: Caroline Broski - JP Morgan - Analyst
: Awesome. And as you mentioned, you had a lot of wins around the portfolio over the last 12 months to 18 months with new indications, geographic
expansions. What should investors be expecting to see from a portfolio evolution perspective as we look out into the future?
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JANUARY 16, 2025 / 3:30PM, ANGO.OQ - AngioDynamics Inc at JPMorgan Healthcare Conference
Question: Caroline Broski - JP Morgan - Analyst
: And maybe turning to the P&L you just posted a very strong fiscal second quarter where you generated positive EBITDA and operating cash flow.
How should we be thinking about your path to profitability and why you're confident you'll be able to transition becoming a consistently profitable
company in fiscal year 2026.
Question: Caroline Broski - JP Morgan - Analyst
: And maybe before we wrap up, but just as we think about, the new calendar year of 2025 and everything that's been happening, what are you
most excited about? And is there anything you kind of want to leave us off with before we wrap up.
Question: Caroline Broski - JP Morgan - Analyst
: Thank you, that wraps up for today. Thank you so much, really appreciate it.
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