Analyst
Stifel
Equibles does not estimate personal net worth.
Tom Steffen is recorded as Analyst at Stifel. Tom Steffen has spoken on 10 earnings calls across 6 companies, most recently for Globus Medical Inc on November 5, 2026. Those appearances were for GLAUKOS Corp (GKOS), Sight Sciences, Inc. (SGHT), ClearPoint Neuro, Inc. (CLPT), Globus Medical Inc (GMED), Alphatec Holdings, Inc. (ATEC) and 1 other company. The companies whose calls Tom Steffen spoke on are classified in the Healthcare sector.
“Apologies if this has been asked by jumping between calls. Just on script, you know, exciting to see that at NAS.”
“Um, I'll start out on, on 2027, and I'll take a stab here, but, um, you know, not looking for guidance, but I, I look at consensus, uh, and, you know, I think I'm seeing kind of low double-digit percent revenue growth next year.”
“Just on 2027 revenue, really appreciate the early look, but Joe, maybe for you, if possible, would love any initial color on how Epioxa and Eidos layer into the $1 billion, notably with potential Eidos LCDs looming, and then obviously with Epioxa very early days.”
“I guess first one on kind of the pivot, I think the reprioritization makes a lot of sense, notably given the FDA developments over the last, call it three, five months, three to five months.”
“Maybe as a follow-up to Frank's prior question, Danilo, maybe for you, can you talk a bit about revenue cadence for the year as we think about the guide, and notably as we consider, I'd say, Eeroflow synergies that you've talked about?”
Stifel
Analyst
Transcript header (unverified)
GKOS
Medical Devices · Healthcare
SGHT
Medical Devices · Healthcare
GMED
Medical Devices · Healthcare
