Analyst
Stiefel
Equibles does not estimate personal net worth.
Tom Steffen is recorded as Analyst at Stiefel. Tom Steffen has spoken on 4 earnings calls and 1 other investor event across 5 companies, most recently for GLAUKOS Corp on November 10, 2026. Those appearances were for GLAUKOS Corp (GKOS), Staar Surgical Co (STAA), Alphatec Holdings, Inc. (ATEC), ClearPoint Neuro, Inc. (CLPT) and RxSight, Inc. (RXST). The companies whose calls Tom Steffen spoke on are classified in the Healthcare sector.
“Excited to have Glaucos here with us today, coming off a very strong Q3 print. Joe, Alex, Chris, thanks so much for joining. Thanks for having us. I'll dive right in.”
“I wanted to start off on China inventory. You know, Warren, maybe for you, if you can just elaborate on those inventory dynamics, what exactly happened there in the quarter?”
“Pat, maybe for you, it would just be great if you can elaborate a bit more with, you know, what's happening there with Atec, and I guess it sounds like more at a market level.”
“A couple on revenue, and I'll start near term with the 2026 revenue guidance. And for 4Q, Joe, maybe for you, you know, pretty decent step up, I believe, versus 3Q in the implied guide, you know, relative to typical 4Q seasonality, I think, when I look at that $49 million midpoint.”
“Apologies if any of this has been asked, just jump in between calls. I'll start off on kind of competitive landscape, but more specific to adjustable. You know, Ron, what's the latest you're hearing around adjustable competition?”
Stiefel
Analyst
Transcript header (unverified)
GKOS
Medical Devices · Healthcare
STAA
Medical Instruments & Supplies · Healthcare
RXST
Medical Devices · Healthcare
