PODD
Medical Devices · Healthcare
Analyst
Bank of America
Equibles does not estimate personal net worth.
Travis Steed is recorded as Analyst at Bank of America. Travis Steed has spoken on 52 earnings calls and 3 other investor events across 24 companies, most recently for Medtronic plc on September 1, 2026. Those appearances were for Insulet Corp (PODD), Dexcom Inc (DXCM), Baxter International Inc (BAX), Boston Scientific Corp (BSX), Edwards Lifesciences Corp (EW) and 19 other companies. The companies whose calls Travis Steed spoke on are classified in the Healthcare sector.
“Congrats on a great quarter um i guess i want to cas is doing really well but i want to spend a second on kind of the medtronic business x cas and just kind of the ability to accelerate improve kind of the base business x cas at medtronic kind of going forward we saw altaviva having an impact so maybe to spend some…”
“I guess what would sit just the $20,000 at launch reiterated. And if FIT gets approved early, could that $20,000 at launch still be the case? Are you going to be ready at launch no matter when the approval comes, and how does that scale over time?”
“Just maybe, you know, as a new CEO, we'd love to have you talk about kind of your philosophy on creating shareholder value. And, you know, there's a lot of strategic and financial interests going on in MedTech and there's standalone ways to do that and other ways to do it.”
“I guess I wanted to ask about the strength in the quarter. There was a lot of momentum in a lot of the businesses here, and I think some of the 90% of the business that usually grows mid-single digits was above trend.”
“I guess first, the healthcare IT business is a pretty high margin business. And so how are you thinking about managing the EPS solution if that is sold?”
Bank of America
Analyst
Source not stated
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