Envista Holdings Corp at JPMorgan Healthcare Conference Transcript
Okay. Good afternoon. We're going to go ahead and get started. I'm Tycho Peterson from the life science team. It's my pleasure to introduce our next company this afternoon, Envista. Breakout's going to be right after across the hall in the Georgian Room.
And with that, let me turn it over to Amir.
Pleasure to be here. Thanks for spending time with us. So let me just spend a bit of time, introduce the company to you and then do a deeper dive in some of the challenges and opportunities ahead.
To begin with, I'm sure you all know the routine about the disclaimer, but let me tell you a little bit about what we stand for, about a $2.8 billion business. It came about as an outcome of about 25 acquisitions over a 15-year time period.
56% gross margin, half of it is direct, half of it indirect. And it is really positioned in the best segment of the industry. The macro trends really puts
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