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: Cecilia E. Furlong - Canaccord Genuity Corp., Research Division - Analyst
: Great. I guess, Adam, I just want to start, first, just from a high-level perspective, your perspective, peripheral market and DVT with Lightning now,
just the role that technology innovation versus clinical data can have in driving the market? And just really any market differences you'd call out
versus your experience with the stroke market?
Question: Cecilia E. Furlong - Canaccord Genuity Corp., Research Division - Analyst
: Great. And I guess, if I could just ask about your commentary regarding just the benefits you saw in the quarter launching this virtually. But really,
just how you're thinking about launching products going forward? What were the biggest benefits? And just being able to really streamline that
process?
Question: Robert Justin Marcus - JPMorgan Chase & Co, Research Division - Analyst
: Great. I was hoping you can give us a little more color on the U.S. versus international trends. I very much appreciate you breaking out peripheral
and Neuro U.S. and international. I love when companies go to more versus less detail and disclosure. But Adam, even if you take the 10% to 20%
of revenues at distributors and just assume they didn't happen at all in the quarter, you're still at a pretty large differential in trends internationally
in U.S. How much of that, if you can say, was the first half of the quarter versus the second? Does international look more like the U.S. as we're
exiting the quarter here? And any other trends you can give us to help think about the future U.S. versus international?
Question: Robert Justin Marcus - JPMorgan Chase & Co, Research Division - Analyst
: Okay. And maybe as a follow-up, Adam, you talked about you -- 3 products that you're using the equity raise to put forward to advancement in
the pipeline. One was real VR. I know I'm not going to get you to disclose the other 2, but can you give us a sense on are these near, medium, long
term projects? Do they fit within your existing verticals? Are they new verticals, like real VR was to neuro and peripheral? And any other comments
you'd like to share?
|