ZTS
Drug Manufacturers - Specialty & Generic · Healthcare
Analyst
William Blair
Equibles does not estimate personal net worth.
Brandon Vasquez is recorded as Analyst at William Blair. Brandon Vasquez has spoken on 36 earnings calls and 10 other investor events across 16 companies, most recently for Neogen Corp on October 7, 2026. Those appearances were for Zoetis Inc. (ZTS), Ceribell, Inc. (CBLL), Neogen Corp (NEOG), Resmed Inc (RMD), iRhythm Holdings, Inc. (IRTC) and 11 other companies. The companies whose calls Brandon Vasquez spoke on are classified in the Healthcare sector.
“Thanks for taking the questions and thanks for putting this day together. this is incredibly helpful and a lot of information. So it's really helpful. A lot to go into, but I want to actually start first at a high level on Petri film because it's so critical to a lot of what's going to come in the coming years.”
“I wanted to start quick on the EVA dot margin guidance and some of the comments you were saying, maybe just to clarify, because there's a bunch of moving pieces here, the EBITDA margins in the quarter were up 170 bits year over year.”
“First, I wanted to ask on, you gave a little bit more timelines around the asymptomatic populations and those RCTs. Maybe just, if you can, spend a minute on any other details like expectations for time of enrollment.”
“Jane, I think you had mentioned that, you know, like there was kind of an inflection here or a driving factor of growth in the quarter was from new account ads.”
“Mick, I wanted to ask on America's devices only because America's devices in the back half of the year was a couple points lower than in the first half of the year.”
William Blair
Analyst
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ZTS
Drug Manufacturers - Specialty & Generic · Healthcare
CBLL
Medical Devices · Healthcare
NEOG
Medical Devices · Healthcare
RMD
Medical Instruments & Supplies · Healthcare
Drug Manufacturers - Specialty & Generic · Healthcare
HSIC
Medical Distribution · Healthcare
HTFL
Health Information Services · Healthcare
MDLN
Medical Instruments & Supplies · Healthcare
ALGN
Medical Instruments & Supplies · Healthcare
XRAY
Medical Instruments & Supplies · Healthcare
DXCM
Medical Devices · Healthcare
CVRX
Medical Devices · Healthcare
Medical Instruments & Supplies · Healthcare