Hologic Inc (BSP:H1OL34)

R$ 447.04 0 (0%) Market Cap: 101.45 Bil Enterprise Value: 103.43 Bil PE Ratio: 22.62 PB Ratio: 3.40 GF Score: 86/100

Hologic Inc at Evercore ISI HealthCONx Conference (Virtual) Transcript

Dec 02, 2020 / 09:20PM GMT

Release Date Price: R$367.81

Transcript

Vijay Muniyappa Kumar

Evercore ISI Institutional Equities, Research Division - MD

Okay. Thanks, everyone, for joining us this afternoon. The last meeting for the day, but certainly should be an exciting one, given all the diagnostic commentary we've heard in the past 2 days.

We have Hologic with us. Representing the company, we have our CFO, Karleen Oberton and Mike Watts from Investor Relations as well with us. Mike is from sunny San Diego. So he's looking good. Well, maybe Karleen, I want to start off with just looking at what the stock has done in this year.I mean these numbers you guys have put up it's -- I mean, truly astounding. Yet the shares have been range bound. There is a debate on sustainability, what's the base business work, is COVID just a one-off? And what happens when those revenues eventually do fall off?

So let's start with the sustainability side, talk to us on -- Q4 was strong for you guys, your fiscal Q4 ending September. How has the second wave impacted your business so far as you look at your fiscal Q1 and perhaps after the March quarter?

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