Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Lawrence Bigelson is recorded as Analyst at Wells Fargo. Lawrence Bigelson has spoken on 5 earnings calls across 5 companies, most recently for Bausch & Lomb Corp on October 28, 2026. Those appearances were for Bausch & Lomb Corp (BLCO), Intuitive Surgical Inc (ISRG), Alphatec Holdings, Inc. (ATEC), CONMED Corp (CNMD) and Baxter International Inc (BAX). The companies whose calls Lawrence Bigelson spoke on are classified in the Healthcare sector.
“It's late calling in for Larry, and thanks for taking my questions. Really strong quarter. My question's really on EBITDA. It's two-part. I mean, you beat in Q3 very strong, even excluding the tariff refund.”
“I'll just keep it at one here, focused on U.S. procedure growth. So, Jamie or Dave, U.S. DaVinci procedure growth was stable, you know, on a stacked two-year basis, but, you know, the 10% growth in the quarter was the lowest we've seen since COVID.”
“And then maybe looking at Biobrace RC, is there any way you can quantify or at least qualitatively talk to the penetration level there? And do you have any insights on the retention rate for users that have used it a handful of times?”
“So Joel just the gross margin was a little lighter in Q2 than we expected. Just talk about how we should think about the gross margin the rest of this year. And Brent, just more color on what attracted the board to Andrew.”
Wells Fargo
Analyst
Transcript header (unverified)
BLCO
Medical Instruments & Supplies · Healthcare
Medical Instruments & Supplies · Healthcare
CNMD
Medical Devices · Healthcare
Medical Instruments & Supplies · Healthcare
