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: Robert Justin Marcus - JPMorgan Chase & Co, Research Division - Analyst
: Congrats on a good quarter. Adam, you mentioned new product launches in 2022. I lost track how many times you said it, but a lot in both stroke
and vascular -- or Neuro and Vascular. I was hoping you could give us a little bit of color around the impact, the magnitude of these launches and
a little finer point on when in the year we might start to see them?
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FEBRUARY 22, 2022 / 9:30PM, PEN.N - Q4 2021 Penumbra Inc Earnings Call
Question: Robert Justin Marcus - JPMorgan Chase & Co, Research Division - Analyst
: Great. And just a quick follow-up. Adam, you had the CHEETAH study late last year in coronary. You're growing really well in vascular. How should
we think about the impact of coronary? And any size of what it was in the quarter and how to think about it going into 2022 would be helpful.
Question: William John Plovanic - Canaccord Genuity Corp., Research Division - Analyst
: Two questions. The first is just on guidance. As we think about the first quarter and the level of impact that Omicron is having on a lot of folks, just
how should we think about it? Is this something where it's significant impact to January, and so we're looking at a flattish quarter up or down? I
mean how should we really think about Q1, is my first question.
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FEBRUARY 22, 2022 / 9:30PM, PEN.N - Q4 2021 Penumbra Inc Earnings Call
Question: William John Plovanic - Canaccord Genuity Corp., Research Division - Analyst
: Great. And then just a bigger picture thought. I mean Vascular has done very well for you. We've seen a lot of other players starting to eye up this
vertical, whether it be through acquisitions or new product launches.
Just philosophically, how do you think about this as we move forward? Because it's almost like we're going from a 2-, 3-player market to all of a
sudden, this is going to get pretty crowded over the next 12 to 24 months.
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