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Equit y
R es ea r ch A mer ic a s
|
U nit ed
S ta tes
W h at ’s
Ne w ? :
We
hos ted
a
co nfer ence
ca ll
w it h
Dr .
Kipli ng
S h a r pe,
or thopa edic
s ur g eon a t
O r thoA r iz ona
in
Phoenix ,
A r iz ona ,
on
A ug us t
11
to
discuss
his
view s
on
cur r ent
orth o volume
tr ends ,
ex pect a ti ons f or
A ug us t
a nd
S eptember ,
new
pa ti ent
f low
a nd
implic a ti ons of the
f a ll
a nd
winter
f lu
s ea s on.
We
ha ve
inc luded
the
f ull ,
unedited
tr a ns cr ipt
of
the
ca ll
in
thi s
document.
In
a ddit ion,
w e s umm a r iz ed
k ey
ta k e - a w a y s
f r om
the
ca ll
in
ou r
note
Outl oo k
f o r
Volume s
a nd
C a pa ci ty R em a ins
F avora ble ,
a lso
publi s hed
t his
m or ning .
Rep l ay
D e ta i l s:
Domes ti c:
( 855 )
859 - 2056 /Inter na ti ona l:
( 404 )
537 - 3406 ;
C on f er en ce
ID:
5764088
Rese ar c h
An aly sts
Ma tt
Mi k s i c 212
325
4381
m a tt . m ik s ic @ c redit - s uis s e. c om
Ch ri stop h
G r e tl e r
41
44
333
79
44
c hris t oph. g ret ler@ c redit - s uis s e. c om
Vi k
Ch o p r a 212
325
1749
vik .c hopra @ c redit - s uis s e. c om
D IS CLOSU RE
AP P E ND IX
AT
TH E
B ACK
O F
TH IS
REP O RT
CONTA IN S
IMP O RT ANT
D IS CLOSU RE S ,
ANALYST CE RT IFICATIONS, LE G AL
E NTITY
D IS CLOSU RE
AND
TH E
S TA TU S
O F
NON - U S
ANALYSTS.
U S
Discl os ur e :
C r edit
S uiss e does a nd
s eek s
to
do
business Medica l
Su pp li es
an d
Dev ic es
Ortho
Sur gery
Updat e
from AZ:
Curren t
Vo lu me and
Capa c it y
T re nd s
–
T rans c ri pt
Medi ca l
S uppli es
&
Devi ces
|
C onfer ence C a ll
w it h
compa nies
cover ed
in
it s
r e s ea r ch
r epor ts.
A s
a
r es ult ,
inve s tor s
s hould
be
a w a r e
tha t
the
F ir m
m a y
ha ve
a
conf li ct
of
i nte r es t
tha t
coul d
CRE D IT
S U IS S E
S ECU RITIE S ,
LLC
M o d e r at o r :
M at t
M i ksic Au g u st
11 ,
2020
10 :0 0
a.m.
E T
O per a tor :
T his
is C onfer ence #
5764088
O per a tor :
L a dies
a nd
g entl em en, tha nk you
f or
sta nding
by
a nd
welcome
to
the O r tho
S ur g ery
U pda te
f r om
A r iz o na .
A t
thi s
t ime,
a ll
pa r ti ci pants
a r e i n
a l isten - only
mode.
A f ter
the
s pea k er "s
pr es enta ti on,
ther e will
be
a question
a nd
a ns w er
ses s io n. T o a s k
a que s ti on
dur ing
t he
ses s io n, need
t o
pr es s
"sta r "
"1 "
on
you r tel ephone.
Plea s e be
a dvised
tha t
to da y "s
conf er en ce
is being
r ec or ded. If
you
r equ ir e a ny
f ur the r
a ss ista nce,
pl ea s e pr es s
"sta r "
"0 ."
I
would
now
l ik e t o
ha nd
t he
c onfer ence over
t o
y our
spea k er
f or
t oda y , Mr .
Ma tt
Mi k s ic ,
m edic a l
devic e a na ly s t
a t
C r edit
S uiss e.
Y ou
m a y
beg in , s ir .
Ma tt
M ik s ic :
( Hi
a nd)
t ha nk you
( Demet r ia ) ,
a nd
t ha nk s
every one
f or
j o ini ng
us .
S o w e a r e ver y
pl ea s ed
t o
ha ve
w it h
us
today
Dr .
Kipli n g
S ha r pe, a n or thopedi c
s ur g eon
a t
O r thoA r iz o na
i n
Phoenix ,
A r iz ona .
T his
is the s econd
ca ll
with
D r .
S ha r pe, a f te r
spea k in g
with
hi m
ba ck
i n
ea r ly
J une.
Co - hos ti ng
t he
c a ll
t oda y
with
me
i s
my
c oll ea g ue
C h r istoph
Gre tl er , m edic a l
devic e a na ly s t
in
Z ur ic h. A nd
we"ll
be
g oin g
t h r oug h
ma yb e 20 m inut es
or
so
– 20 ,
30
minutes
of
questions,
a nd
t hen
we"ll
pa us e f or a udio
ques ti o ns
a t
a ny
t ime,
r ea ll y .
We" r e a lwa y s
i nter es ted
in
you r ques ti ons ,
s o
you
c a n
e - m a il
my s elf
a t
m a tt .mik s ic @ cr edit s uiss e.c om , or
C hr is a t
ch r istoph.g r etl e r @ cr e dit s uiss e.c om ,
w it h
questions
a s
w ell .
S o
with
t ha t,
Dr .
S ha r pe, tha nk s
so
m uch
a g a in
f or
j oini n g
us.
I
t hi nk t he f ir s t
ques ti on
we
ha ve
– a nd
I
t hi nk a l ot
of
folk s
a r e i nter es ted
in
is, w hen
we
ta lked
t o
you
ba ck
i n
ea r ly
J une,
I
thi nk we
w er e a ll
a l itt le
bit s tunned
a s
t o
how
bus y
you
wer e,
oper a ti ng
a t
over
100
pe r cent ca pa ci ty
a t
s om e of
y our
cen ter s ,
c a tching
up
on
wha t
w a s
a slow
a nd dela y ed
a nd
def er r ed
A pr il
a nd
M a y .
A nd
would
love
to
g e t
a sens e of
how
tha t
pr og r es s ed
i nto
la te
J u ne
a nd J uly
a nd
ma y be
wher e t hing s
sta nd
now
in
t erm s
of
volumes
or
th e
ef f ect
o f
C O VID
c a s es ,
a nd
i n
pa r ti c ula r ,
be ing
i n
A r i zona ,
the
ef f e ct
of being
a n
i n
a r ea t ha t" s
been
come
to
be
k nown
a s
a hot
spot
mor e r ecent ly .
Kipli ng
S ha r pe :
Good
mor ning ,
o r
wha tever
t ime
i t
is w herever
you
a r e.
S o
j us t
a li ttl e ba ck g r ound
on
A r iz ona .
I"m
sur e you
a ll
ha ve
som e ba c k g r ound
on
it , but
w e shut
down
ba ck
i n
A pr il ,
w e r ea ll y
ha d
a shelter
i n
pl a ce
or der f r om
t he
g over nor ,
a nd
i t
r ea ll y
di d
del a y
t he
onset
of
ou r
g et ti ng
h it
with the
C OVID.
A nd
when
you
t a lk
a bout
f la tt eni ng
t he
c u r ve,
I
t hink
i t
did
– I
don "t k now if
i t
f la tt ened
i t
o r
j us t
pos tponed
it ,
but
it
g a ve
us
a c ha nce to
pr e pa r e t o g et
enoug h
PPE
a nd
g et
ex t r a venti la tor s
a nd
pr epa r e f o r
t he
pea k , w hic h
r ea ll y
di d
c om e.
We
w er e hit
w it h
t he
pea k
r ig ht
a bout
the
f ir s t
of J uly
now,
in
hindsig ht.
It
look s
l ik e t ha t
w a s
t he
pea k
of
our
C O VID - 19 ca s es
per
da y
a nd
since then,
we"ve
been
on
a down
s lope,
which
ha s been
g ood.
We
pus hed
our
r es o ur ces
r i g ht
a bout
to
ca pa ci ty ,
but
not over
c a p a ci ty .
S o
mos t
hos pit als w er e a ble
to
cont inue
doing
el ec ti ve
sur g e r ies,
a l ot
of them
s ug g es ted
tha t
they
be
onl y
out pa ti ents, with
a f our
hou r
st a y
a nd r ecover y .
A
few
of
t he
hospita ls i n
l a te
J uly
shut
down
f or
a bout
t w o w eek s
on
elec ti ve
pr ocedur es ,
b ut
it
wa s
not
c omm unit y - w ide.
The hos pit als I
oper a te
a t,
I
di d
not
ha ve
to
s hut
down
a t
a ll ,
I
didn" t
ha ve
to ca ncel
a sing le
ca s e beca us e of
l a ck
of
a va il a bil it y .
I"m
not
a t
the
big g es t hos pit a ls.
The big g es t
hos pit als w er e t he
ones tha t
w er e ha r des t
h it.
O ne
of
t he
hospita ls I
g o
t o
onc e a month,
one
of
t he
ones tha t
di a led w a y
ba ck
but
t hey
di d
stil l
a ll ow
t he
out pa ti ent
s ur g er ies,
a lt houg h
t hey didn" t
a ll ow
ut il iz a ti on
of
( hos pit a li s ts) ,
s o
r ea ll y
i t
w a s
j us t
g oin g
t o
be, hea lt hy
peopl e t ha t
r ea ll y
w e r e g oing
t o
g o
home
s a m e da y ,
a nd
s o
t hey ha d
a r educt ion
in
ca s es .
It
l ook s
l ik e a ll
of
t he
hospita ls tha t
I
g et inf or m a ti on
f r om ,
tha t" s
a ll
been
l if ted
now
a nd
we"r e ba ck
t o
sem i - business a s
nor m a l.
T he
hospita ls a r e r unning
a t
a bout
80
per cent
be d
c a pa ci ty
r ig ht
n ow , w hic h
i s
wher e t hey
l ik e t o
be, t h ey
l ik e t o
be
lower
t ha n
t ha t,
so
t hey "re a ctua ll y
wa nti ng
pa ti ents.
A nd
on ly
a bout
15
pe r cent
o f
t he
beds a r e a ctua ll y
f il led
w it h
C O VID
pa ti ents
r ig ht
now .
Ventila tor
c a pa ci ty
i s
a bout
60
per cent
a v a il a ble,
IC U
beds I
thi nk i s
a bout
10
per cent
t o
20
per cent a va il a ble.
I
ha ven"t
look ed
a t
tha t
in
a few
da y s .
O ur
c ur ve
ha s
c om e wa y
down,
a nd
so
thi ng s
a r e l ooking
pr ett y
g ood her e.
I
thi nk we
w ea ther ed
i t
w ell .
T he
sta te
is s ti ll
under
som e r es tr ic ti o ns ,
g ym s
ha ve
been
shut
down
a nd
t her e"s
la w s uit s
over
t ha t. Y ou
stil l
ha ve
to
w ea r
a ma s k
i n
publi c,
a nd
socia l
dista nci ng .
T ha t" s ( ina udibl e)
p r oba bly
g oin g
t o
c ont inue
unti l
w e g et
a va cc ine
o r
i t
lo ok s li k e t he
t hing
di es
out ,
w hic heve r
c om es
f ir s t.
S o
tha t" s
sor t
o f
t he cur r ent
s ta tus.
Ma tt
M ik s ic :
N o, tha t" s
super
helpful.
A nd
you "re – w hen
you
sa y
t he
hospita ls a r e 80 per cent
bed
ca pa ci ty
now,
y ou"r e oper a ti ng
c a pa ci ty
a s
I
mentioned w hen
we
s pok e t o
you
i n
ea r ly
J une,
you
wer e qui te
bus y .
How di d
tha t
– I
g ues s
t he
wa y
t o
t hink
– the
ea s iest
wa y
f or
us
to
thi nk a bout
it a ny w a y
i s
ma y be
per cent
of
p r e - pa ndem ic
l evels,
li k e on
a week ly
or m onthl y
ba s is in
ter m s
of
number s
of
pa ti ents.
S o
you
wer e I
thi nk ,
in
ca tc h
up
m ode
i n
ea r ly
J une
a nd
so
– an d
you w er e a lso
I
thi nk t r y ing
t o
squeez e i n
folk s
bef or e t hey
f lew
hom e or s om ethi ng
l ik e t ha t,
per ha ps .
B ut
how
did
t ha t
f luc tua te
a t
the
bott om , w her e di d
you
g o
t oo
i n
t e r m s
of
ca pa ci ty
of
pr e - pa ndem ic
l evels
a nd then
w her e a r e you
now?
Kipli ng
S ha r p e :
S o
I
pr oba bly
ha ven"t
d r opped
be low
100
per cent
y et.
I"m
pr oba bl y
a t a bout
100
per cen t
r i g ht
now ,
jus t
my
nor m a l
( ina udibl e ) .
B us ier
t h a n
I would
nor m a ll y
be
in
the
s ummer ,
but
k ind
of
l ik e I
would
nor m a ll y
be
in the
s pr ing .
S o
I"m
s ti ll
doi n g
ei g h t
to
12
j oin ts
per
week .
I"m
seeing stil l less
pa ti ents
in
of f ic e,
tha t" s
r edu ced,
but
sim il a r
t o
wha t
I
s a id
la s t
ti m e, the
per cent a g e o f
pa ti ents
I
s ee who
a r e r ea dy
f ...
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