Haemonetics Corp (NYSE:HAE)
$ 95.27 -0.46 (-0.48%) Market Cap: 4.84 Bil Enterprise Value: 5.49 Bil PE Ratio: 41.60 PB Ratio: 5.04 GF Score: 84/100

Haemonetics Corp at Morgan Stanley Global Healthcare Conference (Virtual) Transcript

Sep 15, 2020 / 01:30PM GMT
Release Date Price: $86.26 (-3.62%)
David Ryan Lewis
Morgan Stanley, Research Division - MD

Well, good morning, everyone, and welcome to day 2 of the Morgan Stanley Healthcare Conference 2020. My name is David Lewis, medical device analyst at Morgan Stanley.

It's my pleasure to start off this morning with Haemonetics. As many of you know, Haemonetics, under the leadership of Chris Simon in these last few years, has really gone through a significant transformation from both a growth technology and cost perspective. We're going to talk about some of that this morning. And then there's been some recent debates on Haemonetics we're also going to focus on as well.

Before we begin, as I've said time and time again, please go to the Morgan Stanley website under Research Disclosures, morganstaley.com/researchdisclosures to see all of my disclosures.

And with that, we're going to get right into it with Chris this morning.

Questions & Answers

David Ryan Lewis
Morgan Stanley, Research Division - MD

So Chris, I want to start sort of with the key debate of the hour.

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