Michael Sarcone

“I guess, you know, maybe switching to IDOS, can you talk to us about the trends you were seeing in 3Q and maybe what your expectations are now for the full year this year?”

“I guess just to start, you know, the updated guide when you exclude the biocircuit contribution, I think that implies 4Q growth of around 27% year over year, and that's about a one-point acceleration from 3Q. So, just wanted to get your take on what you're seeing so far in 4Q and your core markets and where that…”

“I guess, can you just give us an update on or elaborate more on capital equipment demand? I think you mentioned some uncertainties in Europe related to Mideast pensions and maybe give us kind of an around-the-world view?”

“Just to start, I wanted to ask on guidance, you know, maybe a different way. You've elaborated a lot on the drivers you've got at Tela and what gives you confidence, and that's a really helpful caller.”

“You talked about 550 basis points of contraction. Maybe you can just, you know, give us a little more color on what's driving those and the move in 1Q, and then how we should think about the cadence of gross margin through the year.”