DXCM
Medical Devices · Healthcare
Analyst
Raymond James
Analyst
Raymond James & Associates
Equibles does not estimate personal net worth.
Jayson Bedford is recorded as Analyst at Raymond James and Analyst at Raymond James & Associates. Jayson Bedford has spoken on 29 earnings calls and 1 other investor event across 12 companies, most recently for Intuitive Surgical Inc on October 20, 2026. Those appearances were for Dexcom Inc (DXCM), Teleflex Inc (TFX), Axogen, Inc. (AXGN), Insulet Corp (PODD), Johnson & Johnson (JNJ) and 7 other companies. The companies whose calls Jayson Bedford spoke on are classified in the Healthcare sector.
“Maybe just for Jamie, on the EUP, how long will it take you to fully implement the program, meaning when do you expect to see the 3% to 5% gross impact on revenue per procedure?”
“I want to go back to the international medtech business. Is there any way to quantify the impact of the dynamics in the Mideast and VBP? And then Tim, I wanted to ask about international surgery.”
“I guess my first question is, are you starting to see nerve tape used over AxaGuard, and how do you position the two in the portfolio?”
“I wanted to ask on the system strength, which at 12% obviously stood out. Is any of the strength here reflective of an uptick in the replacement cycle, or is that still on the come?”
“Just a clarification and then a question. I missed the comments around NCS ads. Was the takeaway that 2Q ads were similar to 1Q? And then my question is really, it's tough not to notice the OPEX leverage.”
Raymond James
Analyst
Source not stated
Raymond James & Associates
Analyst
Source not stated
DXCM
Medical Devices · Healthcare
TFX
Medical Instruments & Supplies · Healthcare
AXGN
Medical Devices · Healthcare
PODD
Medical Devices · Healthcare
Drug Manufacturers - General · Healthcare
ICUI
Medical Instruments & Supplies · Healthcare
Medical Instruments & Supplies · Healthcare
CBLL
Medical Devices · Healthcare