PODD
Medical Devices · Healthcare
Analyst
JPMorgan
Equibles does not estimate personal net worth.
Robbie Marcus is recorded as Analyst at JPMorgan. Robbie Marcus has spoken on 52 earnings calls across 20 companies, most recently for Cooper Companies, Inc. on September 9, 2026. Those appearances were for Insulet Corp (PODD), Dexcom Inc (DXCM), Becton Dickinson & Co (BDX), Zimmer Biomet Holdings, Inc. (ZBH), Cooper Companies, Inc. (COO) and 15 other companies. The companies whose calls Robbie Marcus spoke on are classified in the Healthcare sector.
“One, when did you first start the de-stocking? And, you know, where are you now with channel inventory? I don't know if you measure in days in the U.S. Where was it in the beginning of the year and where was it last year, just so we could get a sense?”
“This quarter, it came in just a bit above the street on operating margin. How are you thinking about reinvesting this top line upside versus driving margin expansion, both in the first quarter and for the rest of the year?”
“Also add my congratulations on a good first quarter. Maybe I could start on an update on reimbursement or more commercial coverage and coverage. Where do you stand?”
“Travis asked about, I think, all the 90% of the business grow in double digits. I want to ask about the 10% that's clearly weighing on organic growth here. And what sort of, you know, any trends you could break out there?”
“With now basically three years in that $50 to $60 million revenue range and expenses, you know, plus or minus $100 million a year, you know, are you coming to a point where it's not an execution issue but more a demand issue?”
JPMorgan
Analyst
Source not stated
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