Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Kallum Titchmarsh is recorded as Analyst at Morgan Stanley. Kallum Titchmarsh has spoken on 8 earnings calls across 6 companies, most recently for Natera, Inc. on August 6, 2026. Those appearances were for Charles River Laboratories International, Inc. (CRL), West Pharmaceutical Services Inc (WST), Natera, Inc. (NTRA), Guardant Health, Inc. (GH), Avantor, Inc. (AVTR) and 1 other company. The companies whose calls Kallum Titchmarsh spoke on are classified in the Healthcare sector.
“And maybe first one on the Japan launch, could you just help us understand a little more how that ramp could look in 2027? How quickly do you think reps could get out there into account?”
“And then, just secondly, when we think about the portfolio refinement we've seen over the past year or so, clearly benefits starting to come through from that. Is it fair to assume you're now comfortable with the current shape of the business?”
“Please go ahead. yeah hey guys thanks for taking the question maybe just one one for helmi would be good to get a little more color on reveal ultra i guess perhaps just just walk us through the indication roadmap and then we'd love to just understand the commercial strategy in more detail as you you go about capturing…”
“Maybe just following up on the previous one. But, you know, on the channel specifically, good to see the organic growth coming through, but those growth rates are still below peer.”
“And, Eric, wishing you all the best for the next adventure. Just a couple of quick ones from me. So firstly, just on APAC, again, pretty strong growth there. So maybe some specifics on the regions and the drug categories that have been driving that growth.”
Morgan Stanley
Analyst
Source not stated
Diagnostics & Research · Healthcare
Medical Instruments & Supplies · Healthcare
NTRA
Diagnostics & Research · Healthcare
AVTR
Medical Instruments & Supplies · Healthcare
HTFL
Health Information Services · Healthcare
