GKOS
Medical Devices · Healthcare
Analyst
Needham
Equibles does not estimate personal net worth.
David Saxon is recorded as Analyst at Needham. David Saxon has spoken on 27 earnings calls and 1 other investor event across 13 companies, most recently for Staar Surgical Co on August 12, 2026. Those appearances were for GLAUKOS Corp (GKOS), RxSight, Inc. (RXST), Alcon Inc (ALC), iRhythm Holdings, Inc. (IRTC), Staar Surgical Co (STAA) and 8 other companies. The companies whose calls David Saxon spoke on are classified in the Healthcare sector.
“And congratulations on the roles, Warren and Deborah. Maybe just on the, I'll start on the ERP. Any way to quantify the impact to the second quarter earnings, I'm sorry, orders or revenue?”
“First on contact lenses, maybe if you could peel back the onion there, like how much of contact lens growth was price versus volume, and then any way to break out the legacy volume decline versus the core volume growth, and how you're just thinking about the market's ability to take price in the back half and into 27.”
“Maybe I'll just keep it to one given the time. So, and higher level too. So, just when you're thinking about Invista's overall margin improvement potential, just curious where you see the most opportunity across SP&T and ENC.”
“And then maybe for Mike, just regarding the DRG changes, I mean, is that something you could start to see a benefit from in terms of just starting those conversations and getting access into those centers even before it goes live?”
“I wanted to follow up on the case volume growth assumption, the high teens and the back half versus 20% in the first half. So I guess to actually slow down, what's driving that?”
Needham
Analyst
Source not stated
GKOS
Medical Devices · Healthcare
RXST
Medical Devices · Healthcare
ALC
Medical Instruments & Supplies · Healthcare
STAA
Medical Instruments & Supplies · Healthcare
GMED
Medical Devices · Healthcare
CARL
Health Information Services · Healthcare
Medical Instruments & Supplies · Healthcare
SIBN
Medical Devices · Healthcare
AZTA
Medical Instruments & Supplies · Healthcare
SGHT
Medical Devices · Healthcare
XRAY
Medical Instruments & Supplies · Healthcare