SI-BONE Inc (FRA:2K3)
€ 13.4 0.2 (1.5%) Market Cap: 571.51 Mil Enterprise Value: 463.38 Mil PE Ratio: 0 PB Ratio: 3.58 GF Score: 63/100
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SI-BONE Inc at Morgan Stanley Global Healthcare Conference (Virtual) Transcript

Sep 15, 2020 / 09:00PM GMT
Release Date Price: €19.1 (+5.52%)
David Ryan Lewis
Morgan Stanley, Research Division - MD

Good afternoon, everyone, and welcome to the Morgan Stanley Healthcare Conference 2020. As we wrap up our day 2 of 5, it's my pleasure to have with us here SI-BONE, and obviously, 2 members of management, Jeff Dunn, CFO; Laura Francis -- Jeff Dunn, CEO; Laura Francis, CFO. I think I got that right smoothly on the second try. So Jeff is dispensing with his right for a preamble. We're going to jump straight into Q&A.

Questions & Answers

David Ryan Lewis
Morgan Stanley, Research Division - MD

And Jeff, I want to start with the most important dynamic we learned from the second quarter, which was we saw a couple of spine companies, yourself and Globus, put out very dramatic numbers different than the street, right? We saw a broader recovery across medical devices, but your numbers had a much more dramatic recovery. So let's just talk -- let's break this down a little bit. The first step is, what have you seen sort of post that June, July time frame? A lot of medical device companies at the

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