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: Danielle Antalffy - SVB Leerink - Analyst
: Hey, good morning, gentlemen. Thank you so much for taking the question, and congrats on a really strong 2021, given all the dynamics there.
I'm just curious if you could talk a little bit directionally about how to think about 2022 and the cadence. I mean, obviously, you've had a strong Q4
even though we did have a COVID surge. Maybe talk a little bit more about what you saw towards the end of Q4 and into Q1, and how to think
about procedure volume in the first quarter, specifically, obviously, but then if that drives any sort of recovery in the back part of the year? And
then I have a few follow ups.
Question: Danielle Antalffy - SVB Leerink - Analyst
: Okay. Got it. So would it be fair to characterize Q1 -- and we could take this offline, too -- but sort of normal seasonality, or maybe more pronounced
because of Omicron? Or is the message here you're actually still seeing pretty strong procedure volume, and COVID not having as much of an
impact as maybe in some other areas within medtech?
Question: Danielle Antalffy - SVB Leerink - Analyst
: Okay.
Question: Danielle Antalffy - SVB Leerink - Analyst
: Got it. And then I just had two higher-level questions. One, the utilization, your procedure volumes per system seems much higher than other
peers like J&J and Alcon. What is driving that and how sustainable is that?
Question: Danielle Antalffy - SVB Leerink - Analyst
: Got it. Okay. And if I could squeeze in one more question. Sorry and then I'll get back --
Question: Danielle Antalffy - SVB Leerink - Analyst
: -- on the line. Just ALLY coming in the second half or with second half approval. Can you talk a little bit more about ALLY and why it's so disruptive
to the market? And then how you think this accelerates the growth trajectory from a capital placement perspective, and probably more important,
procedure volume perspective? Thanks so much.
Question: Danielle Antalffy - SVB Leerink - Analyst
: Super helpful. Thank you so much.
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