Hologic Inc. recently participated in the Jefferies Global Healthcare Conference, with the event transcript now available to the public. The conference, held on June 5, 2025, featured Karleen Oberton, Chief Financial Officer of Hologic, and Tycho Peterson, an analyst from Jefferies, discussing various aspects of the company's operations and future initiatives. One of the key topics addressed was the company's stance on market rumors. Oberton stated, "Unfortunately, Tycho, like most public companies, we don't comment on rumors or speculation. What I will say is, Steve and I and the rest of the leadership team are focused on running the business and clearly focused on delivering Q3 and the balance of '25 and setting ourselves up for a solid '26." The discussion also touched on Hologic's core business segments, including diagnostics, breast health, GYN surgery, and skeletal health. Oberton expressed optimism about the upcoming product launch in 2026, indicating that the initial target will be participants from clinical trials and research centers. Regarding product pricing, Oberton noted, "I think we already do. I mean, our current gantry is a premium offering compared to the competition." In the realm of breast health, Oberton highlighted innovations around the Envision product, emphasizing software improvements and a reduction in scan time, which could alleviate discomfort during mammograms. She remarked, "There's workflow enhancements as well. And finally, the arm that captures the..." The full transcript can be accessed through the link below.
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