Axonics Inc (NAS:AXNX)
$ 67.22 -0.11 (-0.16%) Market Cap: 3.43 Bil Enterprise Value: 3.13 Bil PE Ratio: 0 PB Ratio: 5.47 GF Score: 83/100
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Axonics Modulation Technologies Inc at Morgan Stanley Global Healthcare Conference (Virtual) Transcript

Sep 17, 2020 / 03:45PM GMT
Release Date Price: $42.29 (+1.40%)
David Ryan Lewis
Morgan Stanley, Research Division - MD

Well, good morning, everyone, and welcome to Morgan Stanley Healthcare Conference 2020. As we progress through day 4, it's my pleasure to have with us here this morning, Axonics and 2 members of management, Ray Cohen, the CEO; and Danny Dearen, the CFO.

I got to say, guys, I'm staring at the screen, at myself for the last 4 days, and I feel like I'm getting older and grayer. I'm hoping it's just the lighting, but I'm not happy about it. But I'm happy you both are here with me today. We'll get going here. And I appreciate you being with us.

Obviously, the conference on day 4 and day 5 is transitioning into emerging growth land, and you certainly qualify as an emerging growth story, and we'll get into some of the fundamental drivers of the business here in a second, but I want to give you the opportunity just to talk about COVID-based recovery because that's where we started throughout the broader conference.

Look this business, like a lot was impacted severely during COVID and it had a pretty decent recovery here off the

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