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David

Analyst

Deutsche Bank

Equibles does not estimate personal net worth.

About David

David is recorded as Analyst at Deutsche Bank. David has spoken on 2 earnings calls and 4 other investor events across 6 companies, most recently for Sarepta Therapeutics, Inc. on August 5, 2026. Those appearances were for Sarepta Therapeutics, Inc. (SRPT), Caci International Inc (CACI), MiniMed Group, Inc. (MMED), Canadian National Railway Co (CNI), Hunt J B Transport Services Inc (JBHT) and 1 other company. The companies whose calls David spoke on are classified in the Healthcare, Technology, Industrials and Basic Materials sectors.

David on recent calls

“So I want to ask about the PMO franchise and your perception of the durability there. And in particular, how should we think about modeling the franchise next year, especially with Exondis, where we have a potential market entry of a competing Exond 51 skipper?”
Analyst — Deutsche Bank, Sarepta Therapeutics Second Quarter 2026 Earnings Call ·
“So you mentioned defense tech, I mean, you're doing a lot of things at this point, a large part of your portfolio is kind of defense tech-like. I mean, I'd highlight SPACE, EW, C3, and go on, UAS, counter UAS, which made me aware that you guys, I wasn't even aware you were encountering UAS.”
Analyst — Deutsche Bank, Wells Fargo 16th Industrials & Materials Conference ·
“I know that we sit between this session and lunch, but it may be appropriate for a diabetes management company. So, very pleased to welcome Q. Dilara, Chief Executive Officer, and Chad Spooner, EVP and CFO of Minimed.”
Analyst — Deutsche Bank, Goldman Sachs 47th Annual Global Healthcare Conference ·
“We're grateful for your support, and thank you for coming out to join us. Thank you also to Canadian National Railway, Tracy Robinson's CEO, Jamie Lockwood, Francois Belanger, and Yannick.”
Conference Host, Bernstein 42nd Annual Strategic Decisions Conference ·
“Brad, just on the customer defections, could you give a little color on how much your assessment is going to competitors versus insourcing the fleet versus accessing the truckload market additionally, and then your assessment on how the additional tightness in the market might drive maybe customers to come back to you?”
Analyst — Deutsche Bank, Barclays 43rd Annual Industrial Select Conference ·

Affiliation history

  • Deutsche Bank

    Analyst

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