Analyst
Wolfe Research
Equibles does not estimate personal net worth.
Michael Pollak is recorded as Analyst at Wolfe Research. Michael Pollak has spoken on 9 earnings calls across 5 companies, most recently for Insulet Corp on November 4, 2026. Those appearances were for Teleflex Inc (TFX), Insulet Corp (PODD), Intuitive Surgical Inc (ISRG), STERIS plc (STE) and Dexcom Inc (DXCM). The companies whose calls Michael Pollak spoke on are classified in the Healthcare sector.
“Just one for me, Ashley, in your prepared remark, you highlighted one PBM agreement updated for 2027, two more to finalize here. In coming weeks, the next mention in your script was about manufacturing scale and scope.”
“I want to take another crack at extended use impact in 2027. So, you know, Travis alluded to the last cycle was a 7% impact. The adjustments that were made were described as 9% to 15%.”
“A follow-up on the margin guidance for fiscal 27, two-parter. On tariffs, Karen or Dan, can you just remind us, In fiscal 26, what was the total tariff headwind and what's considered in 27?”
“Follow-up on interventional 3% pro forma constant currency growth in the quarter. That's below target of mid-single digits plus. I heard some puts and takes. I just want to understand the quarter specifically being slightly below target growth.”
“I have a gross margin question, maybe two-parter. So in 2025, I think there were 325 basis points of one-timers called out, scrap rate and small receiver recall.”
Wolfe Research
Analyst
Transcript header (unverified)
TFX
Medical Instruments & Supplies · Healthcare
PODD
Medical Devices · Healthcare
Medical Instruments & Supplies · Healthcare
STE
Medical Devices · Healthcare
DXCM
Medical Devices · Healthcare
