Penumbra Inc (STU:0P8)

€ 242.6 2.7 (1.13%) Market Cap: 9.57 Bil Enterprise Value: 9.50 Bil PE Ratio: 299.78 PB Ratio: 8.96 GF Score: 88/100

Penumbra Inc at Morgan Stanley Healthcare Conference Transcript

Sep 10, 2019 / 05:30PM GMT

Release Date Price: €121.8 (-0.28%)

Transcript

David Ryan Lewis

Morgan Stanley, Research Division - MD

Okay. Sorry about that, a little tough to find the room here. My name is David Lewis, Medical Device analyst from Morgan Stanley. Thanks for joining us here as we progress through the afternoon of day 2. It's my pleasure to have us here, an annual recurrence event. They've been kind to bless you with their attendance here for the last several years, even though we do not cover the company formally, but we're pleased to have Penumbra with us and both the CEO and CFO, Adam Elsesser as well as Sri Kosaraju, who's actually not just the CFO now. He is President and CFO. I almost -- almost got me.

Questions & Answers

David Ryan Lewis

Morgan Stanley, Research Division - MD

So with that, I want to start strategically, Adam. We're here every year and I feel like the business is evolving, but the perception of the business feels very locked to where it was pre-IPO. [50%] of the business was stroke at the time of the IPO several years ago. It's 25% of the business today. Yet people remain laser-focused on

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