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: William John Plovanic - Canaccord Genuity Corp., Research Division - Analyst
: One clarifying question on the backlog. You ended at $9.6 million. You were at $11 million. The commentary was that it would be lower at the end
of the fourth quarter than it is today or versus the end of the third quarter? Like how much do we expect to bleed off over the next quarter is my
first question?
Question: William John Plovanic - Canaccord Genuity Corp., Research Division - Analyst
: Okay. And then you made some commentary, specifically, I think this hits mostly the Vascular Access. Does this have any impact on any of the other
areas? Or -- and if you could quantify, is it like 70%, 80% into the Vascular Access? And are there any one or 2 products it's impacting?
Question: William John Plovanic - Canaccord Genuity Corp., Research Division - Analyst
: Great. And then in terms of the mechanical thrombectomy, just for clarity, it seems -- the December, January commentary, was that relative to the
AngioVac product? And how is AlphaVac ramping against your initial plans at this point?
Question: William John Plovanic - Canaccord Genuity Corp., Research Division - Analyst
: Great. And then last question for me, if I may. It's just -- Auryon continues to just blow away our expectations. And I'm just curious, is this a -- as you
look back, is this a same-store sales? I mean, I know that unit placements, new placements have been very strong. How would you categorize the
driver of this?
|