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: Jon Young - Canaccord Genuity - Analyst
: Hey, Jim and Steve. Thanks for taking the questions this morning and congrats on a great quarter. I think I'll hold my prostate questions until the
event later. So maybe I could just start on the thrombectomy progress that you guys made. It's really encouraging to see it, first what drove that
sort of acceleration and NGOV and how sustainable do you think the acceleration could be? And then two, for Alphavac really just a matter of
effective commercial execution here to be successful. What are the plans of what's working, what's not? And how do you think about that Zach
pipeline that you guys mentioned on the call?
And maybe just sneak in a third question here too just in light of the M&A. In the fact that we saw this week, what changes in your commercial
plans because of that. And then also, how do you think about monetizing and value creation here in terms of getting the best return of technology
in your hands versus someone else's hands? Thanks.
Question: Jon Young - Canaccord Genuity - Analyst
: Great, thanks and then maybe just a follow up on Orean just, quarter over quarter, seeing a little bit of slowing here. I know you guys are really
focused on the hospital health, patient opportunity, when it comes to OBLS, do you think that opportunity essentially has breached ceiling and
then on the OUS opportunity for the second half this year, can you talk about the reimbursement dynamics in Europe and maybe impacts a ST that
we expected. Thanks again for taking our questions.
Question: Steve Lichtman - Oppenheimer. - Analyst
: Thank you. Good morning guys and congrats on the continued progress. I wanted to start on a mechanical thrombectomy. Great to see the cross
selling opportunities beginning here as you look at the portfolio across the two new products. What is your outlook for growth here in the back
half of the year? Obviously, Andrew back came in well ahead of expectations the second quarter. So trying to get a sense of how you're thinking
about the combined as we look out here over the next couple quarters.
Question: Steve Lichtman - Oppenheimer. - Analyst
: Okay, great. You already spoke to some of your term potential drivers for Orion longer term. I know you had been looking at potential indication
expansion to Iliofemoral DVT and and Coronary. Can you update us on where you are relative to those?
Question: Steve Lichtman - Oppenheimer. - Analyst
: Thanks Jim. And then just, I guess lastly, Steve on gross margin the first half coming in north of 54%. Obviously, you came in ahead of expectations
in the second quarter and maintained the full year guidance. Any conservatism in that full year, are we thinking back half mix with would be the
delta that would bring the full year down. How should we think about that?
Question: EnGene - HC Wainwright. - Analyst
: All right. Thank you for taking my questions. Could you comment on the feedback from the limited market release of or in eu countries? And when
do you plan to transition to a full market launch?
Question: EnGene - HC Wainwright. - Analyst
: Got it. Thank you and could you talk about the status of the Recover AV trial in EU of alphabet for P/E? And do you expect the sales of alphabet for
P/E to be limited compared to the US until the read out from the recover a V trial?
Question: EnGene - HC Wainwright. - Analyst
: Got it. Thank you very much.
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